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Sandisk10-Q: Bookings decline

Consumer Segment Products Sold Decreased Over 70% on Exabyte Basis

Source: Autobound Signal API · 120 signals tracked for Sandisk · updated

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What happened

Sandisk reported a 39% or $255 million decrease in Consumer revenue for the three months ended October 2, 2026, driven by a drop in total products sold of more than 70% on an exabyte basis.

Source

SEC EDGAROct 30, 2026

Quarterly report (Form 10-Q)

Sandisk 10-Q for Quarter ended Oct 2, 2026

Filing excerpt

Consumer revenue decreased 39%, or $255 million in the three months ended October 2, 2026 compared to the three months ended October 3, 2025, primarily due to lower sales. Total products sold decreased by more than 70% on an exabyte basis, partially offset by an increase of more than 110% in revenue per gigabyte.

sec.gov/Archives/edgar/data/2023554/000162828026068601/sndk-20261002.htmRead the full source

Other signals in this filing (2)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Bookings decline

What this signalsFilings often name leadership changes, deals and spending plans.

Period
Quarter ended Oct 2, 2026
Fiscal year end
10/02
Filed
Oct 30, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$255M (decrease in Consumer revenue)
Percent
-39% (Consumer revenue decline)

Details

CIK
2023554
Accession number
0001628280-26-068601
Timeframe
Current quarter
Quarter
Q1
Filing year
2026
Fiscal year
2027
Period end date
Oct 2, 2026
Why it matters
Sales effectiveness tools
Signal category
Revenue

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Nov 3, 2026
signal_type
sec-10q
signal_subtype
bookingsDecline

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/dc9cd60b-04cc-4680-8137-fec2068db6dc returns this record as JSON. POST /v1/companies/enrich returns every signal for sandisk.com.

{
  "signal_id": "dc9cd60b-04cc-4680-8137-fec2068db6dc",
  "signal_type": "sec-10q",
  "signal_subtype": "bookingsDecline",
  "detected_at": "2026-11-03T07:10:07.173+00:00",
  "company": {
    "name": "Sandisk",
    "domain": "sandisk.com"
  },
  "data": {
    "detail": "Sandisk reported a 39% or $255 million decrease in Consumer revenue for the three months ended October 2, 2026, driven by a drop in total products sold of more than 70% on an exabyte basis. Sales teams targeting consumer storage channels or retail supply optimization may find Sandisk reassessing its retail inventory and distribution strategy.",
    "metrics": {
      "pct": -0.39,
      "timeframe": "current_quarter",
      "pct_context": "Consumer revenue decline",
      "dollar_context": "decrease in Consumer revenue",
      "dollar_millions": 255
    },
    "quarter": "Q1",
    "summary": "Consumer Segment Products Sold Decreased Over 70% on Exabyte Basis",
    "excerpts": "Consumer revenue decreased 39%, or $255 million in the three months ended October 2, 2026 compared to the three months ended October 3, 2025, primarily due to lower sales. Total products sold decreased by more than 70% on an exabyte basis, partially offset by an increase of more than 110% in revenue per gigabyte.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/2023554/000162828026068601/sndk-20261002.htm",
    "filing_date": "2026-10-30",
    "filing_year": 2026,
    "fiscal_year": 2027,
    "fiscal_year_end": "10/02",
    "period_end_date": "2026-10-02",
    "sales_relevance": "Sales effectiveness tools",
    "signal_category": "revenue"
  }
}

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