Sandisk Corporation (SNDK) Barclays 23rd Annual Global Technology Conference December 10, 2025 11:40 AM EST
Company Participants
David V. Goeckeler – Chairman & CEO
Luis Visoso – Executive VP & CFO
Conference Call Participants
Thomas O’Malley – Barclays Bank PLC, Research Division
Presentation
Thomas O’Malley
Barclays Bank PLC, Research Division
All right. Welcome back to the Barclays Global Tech Conference. I’m Tom O’Malley, semi and semi-cap analyst here. Very pleased to have David Goeckeler and Luis Visoso from Sandisk. Thank you for joining.
David V. Goeckeler
Chairman & CEO
Great to be here. Thank you, Tom.
Thomas O’Malley
Barclays Bank PLC, Research Division
Yes. So why don’t we start. How the…
Luis Visoso
Executive VP & CFO
If I just read the safe harbor quickly. We’ll be making forward-looking statements in today’s discussion based on management’s current assumptions and expectations, including with respect with our product portfolio, business plans and performance, market trends, and dynamics and future financial results. These forward-looking statements are subject to risks and uncertainties.
Please refer to our annual report on Form 10-K and our other filings with the SEC for more information on the risks and uncertainties that could cause actual results to differ materially from expectations. We will also be making reference to non-GAAP financials and a reconciliation of our GAAP and non-GAAP financial results can be found on our website.
Question-and-Answer Session
Thomas O’Malley
Barclays Bank PLC, Research Division
Perfect. So how has the quarter progressed thus far? What are you seeing in terms of demand trends and customer engagement?
David V. Goeckeler
Chairman & CEO
So I think we came into this quarter a very dynamic market. I think things were changing very rapidly from this kind of moving into more of an allocation mode. And I think we’ve seen that — we’ve definitely seen that continue as we
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