RT @BjerkeOy: Sandisk ($SNDK) reported fiscal Q4 yesterday: revenue of $8.97 billion, up 51% quarter-over-quarter and 372% year-over-year. Four takeaways from the call: NAND MARKET OUTLOOK CFO Luis Visoso: “We estimate the NAND market will exceed $300 billion in revenue in CY 2026, up 3x year-over-year… the NAND market will approach $500 billion in revenue in CY 2027.” COMMITTED SUPPLY CEO David Goeckeler: “A little bit more than 50% of our supply for FY 2027… is already committed… In FY 2028, that steps up to two-thirds.” AGREEMENT DURATION CFO Luis Visoso: “The length of our NBMs [New Business Model agreements] varies, extending up to 5 years, with a weighted average duration of over 4 years.” MULTI-YEAR CONTRACT MARGINS ~80% CEO David Goeckeler: “We’re committing supply to cust
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