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Consumer (portable SSDs, cards and USB drives)

Consumer revenue was $2.94 billion in fiscal 2026, up 29%, and fell 32% sequentially in the June quarter.

SNDK market data

The numbers

Consumer revenue$2.94 billionFY2026 (ended July 3, 2026) · +29% vs $2.27 billion in FY2025 · source ↗
Consumer revenue$556 millionQ4 FY2026 (quarter ended July 3, 2026) · -32% vs prior quarter; -5% vs a year earlier · source ↗
Share of total revenue14.5%FY2026 (ended July 3, 2026) · source ↗

What it is

Portable SSDs, removable memory cards and USB flash drives sold to retailers, distributors and direct online buyers.

Why it matters to the stock. Consumer is the smallest end market and the one most exposed to retail demand. Its 32% sequential drop in the June quarter shows how quickly it can move.

News

Sandisk launches NAS 600 SATA and NAS 800 NVMe SSDs for prosumers and small businesses

On August 20, 2026 Sandisk introduced the NAS 600 SATA and NAS 800 NVMe SSDs for network-attached storage used by prosumers and small businesses.

Product

Sandisk introduces next-generation portable SSD portfolio

On February 24, 2026 Sandisk introduced a refreshed portable SSD lineup aimed at faster, more demanding workflows and AI-generated content.

Product

Sandisk unveils SANDISK Optimus SSD brand for gamers and creators

At CES, Sandisk introduced SANDISK Optimus as the product brand for its internal SSD lineup for gamers, creators and professionals.

Product