What Sandisk's FY2026 10-K says: 8 signals
Sandisk filed its latest 10-K with the SEC on Aug 17, 2026. It discusses capex increase, joint venture and recurring revenue shift.
Public (SNDK)Semiconductor Manufacturing10,000+ employeessandisk.comLinkedIn
- Filed
- Aug 17, 2026
- Period
- FY2026
- Fiscal year end
- 07/03
- Filings
- 1
10-K · latest 4
What Sandisk's 10-K filings say
- SEC EDGAR
10-K · FY2026
Filed · Fiscal year ends 07/03 · 8 signals
Committing $1.2B payment to Kioxia from 2026-2029 to secure manufacturing services.
Sandisk has committed to paying Kioxia $1.2 billion over four years to ensure manufacturing services and supply availability through 2034.
$1.2B
Payments to Kioxia for manufacturing services and supply availability
Kioxia
Sandisk became a standalone public company after separating from Western Digital on Feb 21, 2025.
The separation from parent company WDC requires Sandisk to establish entirely new, independent corporate functions and systems.
Western Digital Corporation
100% of flash memory wafers sourced from Flash Ventures, a joint venture with Kioxia.
Sandisk is entirely dependent on its joint ventures with Kioxia for its supply of flash memory wafers, a critical component.
flashKioxia
Sandisk is transforming its financial model with new long-term customer agreements.
The company is shifting to 'New Business Model' (NBM) agreements to enhance the predictability of revenue and cash flow.
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Questions about Sandisk 10-K
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .