Hollsteen

Sandisk

Dependency

10 customers: 44% of revenue

44%per filing, FY2026
●44% of revenue◆13F · Mar 31, 2025■Revenue FY2025CUSTOMERS ●Customer A (not named in the filing)Customer A10%10 customers combined44%HOLDINGS ◆HoldingWestern Digital (holds)0.70%REGIONS ■China27.7%SUPPLIERS ○No supplier shares in the dataset: SEC XBRL does not tag supplier concentration as a share of revenue or purchases; filing texts are not interpreted for this.not in datasetSandisk$20.2B · FY2026
Sandisk$20.2B · FY2026

Customers

Customer A10%
10 customers combined44%

Holdings

Western Digital (holds)0.70%

Regions

China27.7%

Suppliers

not in dataset

Line: solid ● customers (share of revenue) · dashed ◆ holding · dotted ■ revenue by region · grey ○ no data. Customers are not named in the filing.

Relationships

7 documented relationships

TypeCounterpartyValuePeriodConfidenceReverse edge
Customer (share)Customer(s) per quote44%FY2026 (per quote)0.9–
No customer ≥ 10%no customer ≥ 10%–Jul 3, 20260.9–
holds a stake in usWestern Digital19.9%Mar 31, 20251.0yes
names as partnerWestern Digital–Jul 3, 20260.7yes
names us as partnerWestern Digital–Jul 3, 20260.7yes
names (role not stated)Western Digital–Jul 3, 20260.6yes
names us (role not stated)Western Digital–Jul 3, 20260.6yes
Region (share)Hong Kong25.3%a12 months to Jul 3, 20261.0–
Region (share)Rest Of Asia22.8%a12 months to Jul 3, 20261.0–
Region (share)China22.2%a12 months to Jul 3, 20261.0–

Related party: not reported – No related-party statement naming any of the 100 covered companies (11 related-party statements in the 10-K filed Aug 17, 2026, none referring to them).

SEC filings only, quotes in the sources. Confidence 1.0 XBRL/13F · 0.9 quote with value · 0.7 mention without value. 1 competitor mentions not counted as dependencies.

Revenue

Revenue FY2026: +175.3% vs. FY2025

$20.2BFY2026
Revenue · FY2016: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2017: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2018: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2019: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2020: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2021: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2022: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2023: $6.1B · 10-K 0002023554-25-000034 filed Aug 21, 2025Revenue · FY2024: $6.7B · 10-K 0002023554-25-000034 filed Aug 21, 2025Revenue · FY2025: $7.4B · 10-K 0002023554-25-000034 filed Aug 21, 2025Revenue · FY2026: $20.2B · 10-K 0001628280-26-057406 filed Aug 17, 2026missing20.26.1FY2016FY2026FY2021
Revenue · FY2021: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2022: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2023: $6.1B · 10-K 0002023554-25-000034 filed Aug 21, 2025Revenue · FY2024: $6.7B · 10-K 0002023554-25-000034 filed Aug 21, 2025Revenue · FY2025: $7.4B · 10-K 0002023554-25-000034 filed Aug 21, 2025Revenue · FY2026: $20.2B · 10-K 0001628280-26-057406 filed Aug 17, 2026missing20.26.1FY2021FY2026FY2024

$B per fiscal year. No segment mix chart: Only 1 consecutive fiscal years. FY2016: Segment/product 'sndk:ClientDevicesMember' is reported in the SEC XBRL data only for FY2023–FY2025 (segment structure changed). FY2017: Segment/product 'sndk:ClientDevicesMember' is reported in the SEC XBRL data only for FY2023–FY2025 (segment structure changed). FY2018: Segment/product 'sndk:ClientDevicesMember' is reported in the SEC XBRL data only for FY2023–FY2025 (segment structure changed).

Debt

Total debt FY2026

$0.00aInterest expense $73.0M (FY2026)
Total debt FY2016: not reportedTotal debt FY2017: not reportedTotal debt FY2018: not reportedTotal debt FY2019: not reportedTotal debt FY2020: not reportedTotal debt FY2021: not reportedTotal debt FY2022: not reportedTotal debt FY2023: not reportedTotal debt FY2024: $0.00 – Total debt = current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0002023554-25-000034) + long-term debt $0.00 (us-gaap:LongTermDebtNoncurrent, 10-K 0002023554-25-000034) = $0.00Total debt FY2025: $1.8B – Total debt = current portion of long-term debt $20.0M (us-gaap:LongTermDebtCurrent, 10-K 0002023554-25-000034) + long-term debt $1.8B (us-gaap:LongTermDebtNoncurrent, 10-K 0002023554-25-000034) = $1.8BTotal debt FY2026: $0.00 – Total debt = current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0001628280-26-057406) + long-term debt $0.00 (us-gaap:LongTermDebtNoncurrent, 10-K 0001628280-26-057406) = $0.00not reported0a0a1,849aFY2016FY2026FY2021
Total debt FY2021: not reportedTotal debt FY2022: not reportedTotal debt FY2023: not reportedTotal debt FY2024: $0.00 – Total debt = current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0002023554-25-000034) + long-term debt $0.00 (us-gaap:LongTermDebtNoncurrent, 10-K 0002023554-25-000034) = $0.00Total debt FY2025: $1.8B – Total debt = current portion of long-term debt $20.0M (us-gaap:LongTermDebtCurrent, 10-K 0002023554-25-000034) + long-term debt $1.8B (us-gaap:LongTermDebtNoncurrent, 10-K 0002023554-25-000034) = $1.8BTotal debt FY2026: $0.00 – Total debt = current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0001628280-26-057406) + long-term debt $0.00 (us-gaap:LongTermDebtNoncurrent, 10-K 0001628280-26-057406) = $0.00not reported0a0a1,849aFY2021FY2026FY2024

$M per fiscal year, as of fiscal year end. a = derived from reported components (calculation in the tooltip and in the sources). Not reported: FY2016, FY2017, FY2018, FY2019, FY2020, FY2021, FY2022, FY2023.

All metrics →
Sources (22)

Dependency

  • Customers · Largest customer 10-K, filed Aug 17, 2026 0001628280-26-057406
  • Customers · 10 customers combined 10-K, filed Aug 17, 2026 0001628280-26-057406
  • Regions · Largest market: China 10-K, filed Aug 21, 2025 0002023554-25-000034
    China 2040 / Revenue $7.4B = 27.7%
  • Holdings · Western Digital → Sandisk (Holding ≥ 5% (Schedule 13G)) SCHEDULE 13G, filed Apr 3, 2025 0000950170-25-050343
  • Holdings · Western Digital → Sandisk (Holding ≥ 5% (Schedule 13G)) SCHEDULE 13G/A, filed Jul 1, 2025 0000950170-25-092311
  • Holdings · Western Digital → Sandisk (Holding ≥ 5% (Schedule 13G)) SCHEDULE 13G/A, filed May 15, 2026 0001193125-26-225475

Relationships (quotes)

  • Customer (share) Customer(s) per quote 10-K, filed Aug 17, 2026 0001628280-26-057406
    “For 2026, 2025, and 2024, 44%, 40% and 41%, respectively, of our total revenue came from sales to our top ten customers.”
  • No customer ≥ 10% 10-K, filed Aug 17, 2026 0001628280-26-057406
    “For 2026, 2025 and 2024, no customer accounted for more than 10% of our net revenue.”
  • holds a stake in us Western Digital SCHEDULE 13G, filed Apr 3, 2025 0000950170-25-050343
    “Schedule 13G XML: reportingPersonName=Western Digital Corporation / Western Digital Corporation; reportingPersonBeneficiallyOwnedAggregateNumberOfShares; classPercent; Rule 13d-1(d)”
  • names as partner Western Digital 10-K, filed Aug 17, 2026 0001628280-26-057406
    “For a discussion of the tax matters agreement, see the section of this annual report on Form 10-K entitled “Transactions with Western Digital Corporation—Separation and Distribution Agreement and Other Transactions with WDC.” We may be unable to implement, on a timely or cost-effective basis, the systems, internal controls, and governance structures necessary to operate effectively as an independe”
  • names us as partner Western Digital 10-K, filed Aug 14, 2026 0001628280-26-057139
    “On February 21, 2025, prior to the effective time of the Separation, Sandisk entered into a loan agreement (the “Sandisk Loan Agreement”) by and among Sandisk, the lenders party thereto, JPMorgan Chase Bank, N.A., as administrative agent and collateral agent, and others party thereto.”
  • names (role not stated) Western Digital 10-K, filed Aug 17, 2026 0001628280-26-057406
    “Following our separation from Western Digital, the Company has independently maintained strategic relationships with Flash Ventures and other key suppliers, and our supply relationships are now governed independently under the Company’s standalone procurement structure.”
  • names us (role not stated) Western Digital 10-K, filed Aug 14, 2026 0001628280-26-057139
    “The graph assumes that $100 was invested in our common stock at the close of market on July 2, 2021 and that all dividends, including the distribution of Sandisk shares at Separation, were reinvested.”
  • Region (share) Hong Kong 10-K, filed Aug 17, 2026 0001628280-26-057406
    “XBRL-Fakt country:HK (id f-576) / Gesamt (id f-588)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[country:HK] 5,126,000,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 20,248,000,000 (period 2025-06-28–2026-07-03)
  • Region (share) Rest Of Asia 10-K, filed Aug 17, 2026 0001628280-26-057406
    “XBRL-Fakt sndk:RestOfAsiaMember (id f-579) / Gesamt (id f-588)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[sndk:RestOfAsiaMember] 4,612,000,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 20,248,000,000 (period 2025-06-28–2026-07-03)
  • Region (share) China 10-K, filed Aug 17, 2026 0001628280-26-057406
    “XBRL-Fakt country:CN (id f-573) / Gesamt (id f-588)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[country:CN] 4,503,000,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 20,248,000,000 (period 2025-06-28–2026-07-03)

Revenue

Debt

  • Total debt FY2024 10-K, filed Aug 21, 2025 0002023554-25-000034
    Total debt = current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0002023554-25-000034) + long-term debt $0.00 (us-gaap:LongTermDebtNoncurrent, 10-K 0002023554-25-000034) = $0.00
  • Total debt FY2025 10-K, filed Aug 21, 2025 0002023554-25-000034
    Total debt = current portion of long-term debt $20.0M (us-gaap:LongTermDebtCurrent, 10-K 0002023554-25-000034) + long-term debt $1.8B (us-gaap:LongTermDebtNoncurrent, 10-K 0002023554-25-000034) = $1.8B
  • Total debt FY2026 10-K, filed Aug 17, 2026 0001628280-26-057406
    Total debt = current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0001628280-26-057406) + long-term debt $0.00 (us-gaap:LongTermDebtNoncurrent, 10-K 0001628280-26-057406) = $0.00
  • Interest expense FY2026 10-K, filed Aug 17, 2026 0001628280-26-057406

Data quality

Legal name
Sandisk Corp
CIK
0002023554
Period
FY2016 – FY2026
Coverage
92.9% · 211 reported · 62 derived · 21 missing · 80 not reported

missing = the company reports the value, it is not (yet) captured here · not reported = the company does not disclose the value · a = derived · ~ = reported rounded only.