Corporate Performance Tracker

Sandisk Fiscal Q1 2027: Data Center Flash Sales Expand as Multi-Year Agreements Secure More Output

Sandisk’s data center flash revenue rose 61% sequentially as multi-year customer agreements secured more of its future output. Its fiscal first-quarter results show expanding enterprise SSD sales and continued pricing pressure, giving ITAD providers context for qualifying newer drives for reuse and assessing remarketing opportunities. Continue reading below.

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. Hardware Circularity Corporate Earnings Tracker
· Semiconductors, Memory & Storage Components
· Calendar Q3 2026
· By David Daoud, Compliance Standards · Oct 30, 2026

1. Summary

Sandisk reported fiscal first-quarter 2027 results on October 29, 2026, for the quarter ended October 2, 2026, included in the tracker’s calendar Q3 2026 cohort. Revenue reached 11.03 billion dollars, up 23% sequentially and above the top of the 10.3 to 10.8 billion dollar range the company guided in August. Data center revenue rose 61% in the quarter to 4.80 billion dollars, or 43.5% of total revenue. Edge, which covers PCs, smartphones, automotive and other devices, remained the largest end market at 5.83 billion dollars. Consumer revenue fell 29% sequentially to 397 million dollars, a decline management attributed to the market adjusting to higher pricing.

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Author: David Daoud | Principal Analyst

David Daoud has researched the mainstream IT hardware market since 1996 and expanded into hardware disposition research in 2003. He has spearheaded the creation of IDC’s GRADE certification. Since then, David has been providing consulting and expert advice to companies looking to establish best practice in their IT equipment decommissioning and helped leading ITAD service providers assess demand, understand competition, and forecast what’s to come. David is currently the Principal Analyst at Compliance Standards, which focuses entirely on the end-of-life of IT equipment. He can be reached at 754-229-0095 or at ddaoud@compliance-standards.com

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