Earnings Edge

Earnings Edge

Recaps

Blowout, with a Side of Consumer Demand Destruction: SanDisk Actuals vs. Consensus

Earnings Breakdown

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Consensus Media
Apr 30, 2026
∙ Paid

As expected, massive beat and raise even on the back of peer reports. The only weak spot - and it’s a big weak spot! = Consumer, which missed by a massive margin:

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