Sandisk Corporation (NASDAQ:SNDK) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 6:05 PM EDT
Company Participants
David V. Goeckeler – Chairman & CEO
Luis Visoso – Executive VP & CFO
Conference Call Participants
James Schneider – Goldman Sachs Group, Inc., Research Division
Presentation
James Schneider
Senior Research Analyst
Let’s get started. Good afternoon, everybody. Welcome to the Goldman Sachs Communacopia and Technology Conference.
My name is Jim Schneider. I’m the semiconductor analyst here at Goldman Sachs. It’s my pleasure to welcome Sandisk today, CEO, David Goeckeler; CFO, Luis Visoso. Welcome guys. Thank you.
David V. Goeckeler
Chairman & CEO
Thank you. Thanks for having us. Great to be here.
Question-and-Answer Session
James Schneider
Goldman Sachs Group, Inc., Research Division
David maybe start with you, it’s been roughly…
David V. Goeckeler
Chairman & CEO
He’s got a [indiscernible] first.
Luis Visoso
Executive VP & CFO
So we will be making forward-looking statements in today’s discussions based on management’s current assumptions and expectations, including with respect to our product portfolio, business plans and performance, market trends and dynamics and future financial results. These forward-looking statements are subject to risks and uncertainties. Please refer to our annual report on Form 10-K and our other filings with the SEC for more information on the risks and uncertainties that could cause actual results to differ materially from expectations.
We will also be making reference to non-GAAP financials and a reconciliation of our GAAP to non-GAAP results can be found on our website. Thank you, Jim.
James Schneider
Goldman Sachs Group, Inc., Research Division
Very good. So maybe David, we’ll start with you on some high-level strategy questions, if we can. Spend about 6 months since you execute the split between yourselves and Western Digital. How do you progress compared to your initial set of expectations you laid out at
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