RamTrend

NAND Flash · May 6, 2026

SanDisk Q3 Revenue Nearly Doubles as Datacenter Mix and Pricing Improve

SanDisk reported fiscal third-quarter revenue of $5.95 billion, up 97% sequentially, with the company citing a stronger datacenter mix and higher pricing.

Price impact: 8Direction: upSource: StorageNewsletter

StorageNewsletter reports that SanDisk's fiscal 3Q26 revenue came in above guidance at $5.95 billion, while GAAP net income reached $3.615 billion, or $23.03 per diluted share. The company attributed the revenue outperformance to a shift toward higher-value customers, a 233% sequential increase in datacenter revenue, and higher pricing. For RamTrend, this is a direct NAND and storage-market signal because it combines stronger datacenter demand with explicit pricing improvement.

SanDiskNAND Flashdatacenter storageSSDstorage pricing
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