Sandisk's new revenue of $11.03 billion this quarter mostly came from data centers, making up 88% of the growth.

Oct 30, 2026, 10:59 AM ETResultsRead the original at Benzinga

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Sandisk’s sales rose, with data centers supplying 88.3% of the increase. Edge sales also grew, but Consumer sales fell and reliance on a few large data-center customers leaves the company exposed if their spending slows.

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That ties much of Sandisk’s recent sales increase to a small group of large data-center customers. Strong demand and more sales to that market support the business, but slower spending could weaken its main source of recent growth. The other segments were mixed, with Edge sales rising and Consumer sales falling.

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