How did Sandisk's revenue and expenses trend in Q2 2025?
5/9/2025 09:32am
SanDisk's revenue and expenses in Q2 2025 are not currently available. However, we can infer some trends based on the available data.
1. **Revenue Trend**: SanDisk's revenue in Q3 2025 decreased both sequentially and year-over-year. This decline may indicate a challenging period for the company, as evidenced by the 10% sequential decline in revenue and the slight 1% year-over-year decrease. The company's focus on innovation and new product launches, such as the WD Blue® SN5000 NVMe™ SSD, suggests an attempt to counteract declining revenue with product innovation.
2. **Expense Trend**: The company reported a non-cash goodwill impairment charge of $1.83 billion, which impacted its financial performance. This charge is a non-recurring expense and may not reflect the company's ongoing operating expenses. The increase in cash reserves to $1.5 billion from $1.3 billion is a positive trend, indicating the company's ability to generate cash despite the revenue decline.
3. **Financial Outlook**: SanDisk provided revised guidance for Q4 2025, forecasting revenue between $1,750 million and $1,850 million. This suggests a potential recovery or stabilization in revenue, which could be influenced by the expected increase in bit shipments and average selling prices.
In conclusion, SanDisk experienced a decline in revenue in Q2 2025, which was partly offset by cost management and strategic initiatives. The company's focus on innovation and potential revenue recovery in Q4 2025 offer cautious optimism for the future.