Research Feed
NAND Business Model Shift - From Commodity to Strategic Supplier
SNDK's Q2 FY2026 earnings call (Jan 29, 2026) reveals a structural shift in NAND industry dynamics. The filing itself is a shell—the alpha is in the transcript, which contains three material signals beyond the already-captured earnings beat. CEO explicitly called out NAND market shifting from "quart
SanDisk Earnings Call Reveals NAND Shifting from Quarterly Auctions to Multi-Year Contracts
SanDisk's January 29, 2026 earnings call disclosed a structural shift in NAND market pricing mechanisms. CEO stated that the industry is transitioning from "quarterly auction" spot pricing to multi-year supply agreements with prepayment components and quantity commitments, driven by data center cust