$SNDK · Schwab Network · 2026-10-30
SanDisk 本季度表现非常好：营收 110 亿美元，超过预期的 106.4 亿美元；调整后每股收益 49.51，超过预期的 46.22；指引看起来强劲；数据中心业务继续增长，边缘业务同比增长超过 320%，消费业务则是薄弱环节，环比下降 29%。说话者表示，股价承压反映的是其他科技公司财报的连带影响和大盘普跌，而非公司自身的业绩。
逐段跳播
好的。然后是 SanDisk，其股价一直承压，但 SanDisk 本季度表现很棒。这真的只是科技板块的整体压力，或者我本来想说“好还不够”，但现在是“很棒也不够”。这到底是怎么回事？
Okay. And then SanDisk, uh, those shares have been under pressure, but SanDisk had a great quarter. It's just really about just the overall pressure in the tech sector or maybe I was going to say good isn't good enough, but great isn't good enough. What's the deal here?
是的，我认为这可能只是因为其他一些已发布财报的科技股带来的连带影响，以及显然这里整体的下跌趋势。营收确实超出了华尔街预期，为110亿美元。华尔街预期为106.4亿美元，调整后每股收益为49.51美元，即49.51美元。
华尔街预期为4622美元。调整后毛利率为85.1%。
Yeah, I think this might just be because of the the fallout from some of the other uh technology stocks that have been reporting here and obviously this general slide to the downside here.
Revenue did beat the street's expectations coming in at 11 billion. Street was looking for 10.64 billion and the adjusted earnings per share came in at 49.51 or $49.51. Street was looking for $4622. Adjusted gross margin sitting at 85.1%.
他们在数据中心方面继续看到增长。他们的边缘业务环比增长7%，同比增长超过320%。现在，他们的消费业务环比下降29%，但这是本季度的一大薄弱环节，不过总体而言，他们的指引实际上看起来非常强劲。
They are continuing to see growth on the data center front. Their edge business is up 7% on a quarter- basis, up over 320% on a year-over-year basis. Now, their consumer business is down 29% on a quarter- quarter basis, but that was the the big weak spot for the quarter, but overall their guidance actually looked very strong.
他们还宣布了1拆8的股票拆分，将于今年11月19日生效，并且还有一项50亿美元的股票回购计划正在筹备中。
They also announced an 8 for one for its stock split as well that's going to be effective November 19th of this year, and they also have a $5 billion share repurchase plan that's in the works.
所以，对这家公司来说，这是一个非常好的季度。再次强调，我认为他们只是在承受行业内其他公司连带影响的冲击。
So, this is a really good quarter for this company. Once again, I think they're just kind of reeling the effects of the fallout from others within their industry.
这个频道对 $SNDK 的历次判断
Schwab Network 在这只股票上共 5 条判断，这里只列相邻的几条。