| 指标 | Q3 FY2025 | Q2 FY2025 | Q/Q | Q3 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $1,695M | $1,876M | -10% | $1,705M | -1% |
| 毛利率 Gross Margin (GAAP) | 22.5% | 32.3% | -9.8 ppt | 27.2% | -4.7 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 22.7% | — | — | — | — |
| 研发费用 R&D | $285M | $279M | +2% | $277M | +3% |
| 销售及管理 SG&A | $139M | $142M | -2% | $107M | +30% |
| 折旧摊销 D&A | $37M | $90M | -59% | — | — |
| 股权激励 SBC | $44M | $48M | -8% | $38M | +16% |
| 营业利润 Operating Income (GAAP) | -$1,881M | $195M | -1065% | $65M | -2994% |
| 利息费用 Interest Expense | $16M | $4M | +300% | $9M | +78% |
| 净利润 Net Income (GAAP) | -$1,933M | $104M | -1959% | $27M | -7259% |
| 净利润 Net Income (Non-GAAP) | -$43M | — | — | — | — |
| 指标 | Q3 FY2025 | Q2 FY2025 | Q/Q | Q3 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | -$13.33 | N/A | — | $0.19 | -7116% |
| 每股收益 EPS (Non-GAAP) | -$0.30 | — | — | — | — |
| 稀释股数 Diluted Shares | 145M | 145M | +0% | 145M | +0% |
| 实际税率 Effective Tax Rate | N/A | 40.0% | — | 50.0% | — |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Cloud | $197M | 11.6% | -21% | +103% |
| Client | $927M | 54.7% | -10% | -10% |
| Consumer | $571M | 33.7% | -5% | -0% |
本季度数据
| 指标 | Q3 FY2025 | Q2 FY2025 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"我对团队作为独立公司首个季度的执行力感到满意。Sandisk 的创新能力得到强化，BiCS 8——我们最新一代技术，旨在提供业界领先的性能、能效和密度——已快速量产爬坡。我们已采取行动削减供给以匹配需求，并在本季度启动了涨价。我们的投资、供给管理和定价策略将持续聚焦于回报最大化。" — David Goeckeler, Sandisk Corporation
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| goodwill_impairment | $1,830M | Q3 FY2025计提$18.3亿商誉减值，商誉从约$6.8B降至$5.0B，为分拆后首次大规模减值，反映NAND市场估值下调。 |
| accounts_payable_related_parties | $395M | Flash Ventures合资企业相关应付账款，与标准贸易AP($363M)分开列示。 |
| adjusted_free_cash_flow | $220M | FCF(-$18M)加回Flash Ventures净活动$238M后的调整自由现金流，反映JV结构下的真实现金生成能力。 |