Sandisk cash margin, September quarter?
cash margin
Operating cash flow / revenue.11 voices · 11 claims2 sides2 machines
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Supply response breaks the HBM-driven price cycle
Record memory margins pull in massive capex, Chinese DRAM scale-up, and hyperscaler-sponsored or alternative-memory designs that reduce HBM dependence. Supply…
HBM is the binding constraint, keeping prices elevated
Demand for AI memory growing at 200% annually while supply grows at 20% annually, so memory revenue rises and does not peak for years, contrary to current…
Divide the net cash from operating activities by the revenue that Sandisk reports for the quarter ended October 2, 2026 in its 10-Q or 10-K filing on SEC EDGAR. SEC EDGAR, XBRL company facts of Sandisk (Forms 10-Q and 10-K)
The exact question and the full rule
Did the net cash from operating activities of Sandisk for the quarter ended October 2, 2026 come to at or above 78.0% of its revenue?
Divide the net cash from operating activities by the revenue that Sandisk reports for the quarter ended October 2, 2026 in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if the ratio is at or above 78.0%; no if it is below 78.0%.
If the source is late or silent: If Sandisk has not filed by November 18, 2026, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.