SanDisk Q2: Blowout on All Metrics

SanDisk’s second quarter report was a blowout on all accords, with the company reporting an impressive 31% QoQ growth for revenue to $3.03 billion and a tremendous 408% QoQ growth to $6.20 in adjusted EPS, capitalizing on strong demand and strong pricing from undersupply dynamics. However, the guide was even more impressive, with SanDisk forecasting $4.4 to $4.8 billion in revenue, up 52% QoQ at midpoint, and adjusted EPS more than doubling QoQ to $12 to $14, roughly 200% above consensus at midpoint.

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