NYSE:GME.WS 4 December 2025

April 30, 2026, 5:47 PM EDT. SanDisk (SNDK) CEO David Coeckeler detailed progress on multiyear supply partnerships during the Q3 earnings call, announcing five deals that lock in customer supply commitments backed by financial guarantees. These partnerships aim to create structurally higher, more predictable earnings and reduce business cyclicality. The company cited strong revenue growth in the data center segment, up 233% sequentially, reflecting its strategic focus on this fast-growing market. Coeckeler pointed to SanDisk's decades of investment in NAND technology and a vertically integrated supply chain as foundations for this new business model, which includes a joint venture extension with Kioxia and a DRAM supply deal with Nanya. SanDisk expects continued double-digit market growth, supported by enhanced customer alignment and expanded product portfolio flexibility.