Sandisk (NASDAQ:SNDK) grew fiscal first-quarter 2027 revenue 23% from the prior quarter to about $11.0 billion, and data center sales supplied about 88% of the gain. Shares were up nearly 3% in after-hours trading, shortly after reporting. Revenue is nearly five times its year-ago level, and higher prices and product mix are doing much of the work. Guidance calls for growth to slow to about 11% to 14% next quarter, with a steady gross margin near 85%. Table by author. Source: Company earnings release. Note: The earnings per share is on a pre-split basis. GAAP stands for generally accepted accounting principles. Cost of revenue was nearly flat year over year, so shipments alone can't explain the jump; revenue per unit must have risen. The release gives no price or shipment data, so it can't show how much came from price and how much from mix. Memory is a commodity, so price gains drop almost straight to profit and can also reverse.
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