Edge (PC, console, mobile, automotive and IoT flash)
Edge was the largest end market in fiscal 2026 at $12.16 billion, up 195%.
The numbers
What it is
Client SSDs and removable flash for PCs and gaming consoles, set-top boxes, and embedded flash for phones, cars and industrial and IoT devices.
Why it matters to the stock. Edge is the largest source of revenue, so PC and phone demand and NAND pricing move the company's results most here.
News
Sandisk fiscal Q4 2026 revenue $8.97 billion; FY2026 revenue up 175% to $20.25 billion
Sandisk reported fiscal fourth-quarter revenue of $8.97 billion, up 51% from the prior quarter, with non-GAAP diluted EPS of $39.25.
Sandisk discloses 10 supply agreements with eight customers worth at least $93.9 billion at floor pricing
With its fiscal fourth-quarter results on August 5, 2026, Sandisk said it had signed 10 New Business Model agreements with eight Datacenter and Edge customers.
Sandisk fiscal Q3 2026 revenue $5.95 billion; guides Q4 to $7.75-8.25 billion
Sandisk reported fiscal third-quarter revenue of $5.95 billion, above the top of its prior $4.8 billion outlook, with Datacenter revenue of $1.47 billion and Edge revenue of $3.66 billion.
Sandisk signs five multiyear 'New Business Model' supply deals covering over a third of fiscal 2027 bits
Sandisk said with its fiscal third-quarter results that it had signed three multiyear New Business Model (NBM) agreements by the end of the quarter and two more in its fiscal fourth quarter.
Sandisk fiscal Q2 2026 revenue $3.03 billion; guides Q3 to $4.4-4.8 billion
Sandisk reported fiscal second-quarter revenue of $3.03 billion, above the top of its own guidance, with Datacenter revenue of $440 million and Edge revenue of $1.68 billion.