Need to take a good look
SanDisk (Trans): 90 bn contract, 80% GPM, Adj. FCF margin 50% — all to shareholders!
Below are Dolphin Research's Trans notes from $Sandisk(SNDK.US) FY26 Investor Day. Key takeaways: FY26 revenue of $20bn (+175% YoY) and a new biz model locking in $93.9bn in TCV, with floor-price GPM at ~80%.
Capex intensity to stay in mid-to-low single digits; Adj. OPM at 75%; Adj. FCF margin at 50%. All FCF will be returned to shareholders...
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