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Sandisk Corporation (SNDK) Presents at 2026 Cantor Global Technology & Industrial Growth Conference Transcript

Seeking Alpha

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Sandisk’s CEO David Goeckeler and CFO Luis Visoso presented at the 2026 Cantor Global Technology Conference, marking Goeckeler’s first anniversary leading the company. The discussion focused on forward-looking statements regarding Sandisk’s NAND technology, product roadmap, and financial outlook, emphasizing market shifts and growth opportunities in storage solutions. Visoso highlighted risks tied to projections, directing investors to SEC filings for uncertainties that could impact performance, while noting non-GAAP financial reconciliations are available on Sandisk’s website. Analyst C.J. Muse of Cantor Fitzgerald moderated, probing NAND industry dynamics amid rapid technological changes and competitive pressures in semiconductor storage. The session underscored Sandisk’s strategic positioning in memory solutions, though no specific product announcements or financial figures were disclosed.

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SA Transcripts158.92K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Sandisk Corporation (SNDK) 2026 Cantor Global Technology & Industrial Growth Conference March 11, 2026 2:50 PM EDT Company Participants David V. Goeckeler - Chairman & CEOLuis Visoso - Executive VP & CFO Conference Call Participants Christopher Muse - Cantor Fitzgerald & Co., Research Division Presentation Christopher MuseCantor Fitzgerald & Co., Research Division Well, excellent. Good afternoon. My name is C.J. Muse. I cover semiconductor, semiconductor equipment with Cantor Fitzgerald. Very pleased to have the team from Sandisk, David Goeckeler, CEO; and Luis Visoso, CFO. Welcome. Good to have you both here. David V. GoeckelerChairman & CEO C.J., great to be here. Thanks for having us. Christopher MuseCantor Fitzgerald & Co., Research Division I think, Luis, you have something you'd like to read. Luis VisosoExecutive VP & CFO Yes. Hi, everyone. We'll be making forward-looking statements in today's discussions based on management's current assumptions and expectations, including with respect to our technology and product portfolio, our business plans and performance, market trends and opportunities and our future financial results. These forward-looking statements are subject to risks and uncertainties. We assume no obligation to update these statements. 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 to non-GAAP financials can be found on our website. Christopher MuseCantor Fitzgerald & Co., Research Division Perfect. Luis VisosoExecutive VP & CFO Thank you. Christopher MuseCantor Fitzgerald & Co., Research Division So Dave, congrats on a 1-year plus anniversary. David V. GoeckelerChairman & CEO Thank you. Question-and-Answer Session Christopher MuseCantor Fitzgerald & Co., Research Division The world has seismically shifted for NAND in

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