SanDisk posts replay of 2026 Investor Day presentation on investor relations website
SNDK•Investor Day replay posted
SanDisk posted a replay of its 2026 Investor Day presentation on its Investor Relations website.
- Financial framework for FY2028-FY2030 targets mid-to-high teens revenue growth, ~80% non-GAAP gross margin, ~75% non-GAAP operating margin.
- Model assumes operating expenses near 5% of revenue, adjusted free cash flow margin near 50% after taxes, capex, working capital.
- NBM contracts signed with eight customers, covering about 50% of bits in FY2027, about two-thirds in FY2028.
