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Sandisk Corporation (SNDK) Presents at J.P. Morgan 54th A...
2026-05-21 · via All Articles on Seeking Alpha

Sandisk Corporation (SNDK) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 20, 2026 10:00 AM EDT

Company Participants

David V. Goeckeler - Chairman & CEO
Luis Visoso - Executive VP & CFO

Conference Call Participants

Harlan Sur - JPMorgan Chase & Co, Research Division

Presentation

Harlan Sur
JPMorgan Chase & Co, Research Division

All right. Good morning, and welcome again to JPMorgan's 54th Annual Technology, Media and Communications Conference. My name is Harlan Sur. I'm the semiconductor and semiconductor capital equipment analyst for the firm. Very pleased to have Dave Goeckeler, Chief Executive Officer and Chairman; Luis Visoso, Executive Vice President and Chief Financial Officer of Sandisk here with us this morning.

As we're all witnessing, storage technology is a critical part of unlocking the full potential of AI, right, especially as the frontier model builders are now focused on monetization, therefore, significant unlock of inferencing-based workloads, which are definitely more memory and storage intensive, right? But in the edge and client devices and consumer applications, more and more intelligence, real-time responsiveness, also translates into more storage demand as well. Sandisk is at the forefront of delivering these high-performance flash-based storage solutions to all of these markets.

And so Dave is going to kick us off with some opening comments, a quick review of the March quarter results, June quarter guidance, and then we'll kick off the Q&A. But gentlemen, thank you for joining us this morning. And Dave, let me turn it over to you.

David V. Goeckeler
Chairman & CEO

All right, Harlan, thank you. It's -- we're very happy to be here. I think Luis is going to get us kicked off with a few statements, and we'll go from there.

Luis Visoso
Executive VP & CFO

Thank you for being here. We will be