Sandisk discloses 10 supply agreements with eight customers worth at least $93.9 billion at floor pricing

With its fiscal fourth-quarter results on August 5, 2026, Sandisk said it had signed 10 New Business Model agreements with eight Datacenter and Edge customers. The contracts carry at least $93.9 billion of expected revenue if variable pricing settles at contractual floors, and the company cites $16.5 billion of financial guarantees. The disclosure gives traders the clearest view yet of how much future NAND revenue is contracted, which is central to the stock's valuation.

• 10 NBM agreements with eight customers, mostly Datacenter and Edge
• Minimum expected revenue of $93.9 billion, assuming variable prices settle at floors
• Financial guarantees totaling $16.5 billion
• Agreements cover more than half of expected fiscal 2027 bits, per management