Sandisk quarterly revenue jumps as pricing drives most sequential growth

Sandisk reported fiscal fourth-quarter revenue of $8.97 billion, up 51% sequentially, and GAAP net income of $6.90 billion. For fiscal 2026, revenue was $20.25 billion. The most important detail for RamTrend is the mix behind the quarterly increase: the available summary says roughly one-third of sequential growth came from higher volume and about two-thirds from higher pricing. That points to a NAND and storage market where pricing power, not only shipment recovery, is driving supplier results. It also reinforces the broader 2026 pattern of stronger datacenter demand improving the earnings backdrop for major storage vendors.