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Sandisk
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The flash-memory company that just spun off from Western Digital — and walked straight into the AI storage boom. Revenue *quadrupled* in a year. The balance sheet just went *debt-free.*
Updated · Q3 FY26 · April 2026
6
Chapters
~18
Min read
$13B / yr revenue · ~11K employees · public since 2025
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Spice: Ghost (5/5)
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0 of 6
1
Growth
~4 min
The Inflection
Revenue *quadrupled* in a year. AI data centers did almost all of it.
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2
Financial Health
~4 min
The Debt-Free Balance Sheet
$4.5B cash made in nine months. *Every dollar of long-term debt — gone.*
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3
Moat
~3 min
The Margin Swing
A year ago Sandisk kept 22¢ per dollar of sales. Now it keeps *78¢.*
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4
Management
~2 min
The Spin-Off CEO
David Goeckeler ran Western Digital. Then he chose to run the half WDC spun off.
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5
Behind the Numbers
~2 min
The Story Behind the Numbers
Revenue up 251%, margins quadrupled, debt wiped out — a textbook cycle peak.
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6
Risk
~3 min
The Cycle Question
Every memory boom in history has ended. The only question is *when.*
↻ Next update · Jul 30
est. Jul 30, 2026 · Q4 FY26 · Sandisk IR ↗
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You're reading the 6 opening chapters. After that, every time Sandisk files a new report, the chapters get updated here.