Will DRAM contract or sp · settles Oct 29 · 6 days
Will Sandisk's gross profit for the quarter ending October 2, 2026 be at least 72 percent of its revenue?
How it settlesYes if gross profit divided by revenue, as reported by Sandisk for the quarter ended October 2 2026 on SEC EDGAR, is at or above 72.0 percent. Source: SEC EDGAR, XBRL company facts of Sandisk (Forms 10-Q and 10-K)
The exact question
Did the gross profit of Sandisk for the quarter ended October 2, 2026 come to at or above 72.0% of its revenue?
The buildout overshoots demand
Yes if memory prices hold up and Sandisk keeps a high margin, continuing the roughly 85 percent rate seen the prior quarter.
Supply constraints keep prices from collapsing
No if memory prices soften or costs rise, pulling the margin down from its recent highs below 72 percent.
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