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SNDK 10-K filed 2026-08-17 | Key takeaways
SNDK filed its 10-K; the most relevant disclosure change is expanded Customer concentration: Top 10 customers accounted for 44% of net revenue in FY2026 (vs 40% in FY2025 and 41% in FY2024); three customers accounted for approximately 19%, 12%, and 10% of outstanding accounts receivable as of July 3, 2026. Customer concentration: Top 10 customers (aggregate) represented 44% of revenue; Customer A (largest AR) represented ~19% of accounts_receivable.
WDC 10-K filed 2026-08-14 | Key takeaways
WDC filed its 10-K; the most relevant disclosure change is expanded Customer concentration and long-term agreements: WDC added a new risk factor on long-term customer agreements that commit it to deliver substantial volumes of products over multi-quarter or multi-year periods at predetermined or formula-based prices, noting potential inability to take advantage of periods of. Customer concentration: Top 10 customers (aggregate) represented 73% of revenue; Customer One represented 16% of revenue.
Silicon Motion proposes $800M 0.00% convertible senior notes due 2031, with $120M over-allotment option
Silicon Motion Technology Corporation announced its intention to offer $800,000,000 aggregate principal amount of 0.00% convertible senior notes due 2031 in a Rule 144A private offering to qualified institutional buyers, with an over-allotment option of up to an additional $120,000,000. The notes will be senior unsecured obligations, will not bear regular interest, and will mature on August 15, 2031 unless earlier repurchased, redeemed, or converted. Net proceeds are intended for general corporate purposes and t...
Western Digital reports fiscal Q4 2026 and fiscal year 2026 results; issues Q1 FY2027 outlook
Western Digital reported fiscal fourth-quarter 2026 revenue of $3,747 million, up 44% year-over-year, with GAAP diluted EPS of $8.21 and non-GAAP diluted EPS of $3.56. For fiscal year 2026, revenue rose 36% to $12,919 million, GAAP diluted EPS reached $24.28 and non-GAAP diluted EPS was $10.22. The company issued fiscal first-quarter 2027 (Q1FY27) non-GAAP guidance calling for revenue of $4.1 billion plus or minus $100 million (up 42% to 49% year-over-year), gross margin of 55% to 56%, and diluted EPS of $4.00 p...
STX 10-K filed 2026-08-04 | Key takeaways
STX filed its 10-K; the most relevant disclosure change is added Segment / End market reclassification: Seagate now presents two end markets, Data Center (80% of FY2026 revenue) and Edge IoT (20%), replacing the prior Mass Capacity Storage / Legacy segmentation framework and aligning with growing AI-driven demand drivers. Customer concentration: One customer (unnamed) represented approximately 14% of revenue; Customer 1 (accounts receivable) represented 18% of accounts_receivable.
SIMO Q2 2026 Revenue (GAAP) $451.0 million, Beat Guidance by +$49.0M
SIMO beat prior Q2 2026 Revenue (GAAP) guidance by +$49.0M. GAAP gross margin of 50.2% and non-GAAP gross margin of 50.2% both exceeded the prior guided midpoint of 49.0% by 1.2 percentage points. GAAP operating margin of 22.4% and non-GAAP operating margin of 23.1% exceeded prior guided midpoints of 20.45% and 21.5%, respectively. The company issued Q3 2026 revenue guidance of $519 million to $541 million (+15% to 20% Q/Q, +114% to 124% Y/Y) and non-GAAP operating margin guidance of 27.5% to 28.5%. Management s...
MU 10-Q filed 2026-06-25 | Key takeaways
MU filed its 10-Q; the most relevant disclosure change is added Strategic customer agreements: Q3 10-Q adds a new Industry Conditions section titled 'Strategic Customer Agreements' and a related MD&A liquidity paragraph stating that Micron has entered into multi-year take-or-pay strategic customer agreements in the third and fourth quarters of FY2026, w. Customer concentration: Undisclosed customer (primarily in CMBU segment) represented 10% of revenue.
MU Post-Call: Strategic Customer Agreements (SCAs) Lock in $100B RPO; Pricing Floors Set New Margin Paradigm
Micron’s management used the Q3 FY2026 call to unveil a fundamental transformation of its business model through 16 newly signed Strategic Customer Agreements (SCAs). These multi-year contracts, covering roughly 20% of DRAM and 33% of NAND volumes through 2030, have established a staggering $100 billion in Remaining Performance Obligations (RPO). Most significantly, management revealed that these agreements include pricing floors designed to maintain gross margins well above historical cycle peaks, even in downt...
Micron Reports Record Q3 FY2026 Results; Q4 Revenue Guidance $50.0B +/- $1.0B
MU beat prior Q3 FY2026 Revenue (GAAP and Non-GAAP) guidance by +$7.96B. The company guided Q4 FY2026 revenue to $50.0 billion ± $1.0 billion and Non-GAAP diluted EPS to $31.00 ± $1.00. Quarterly dividend of $0.15 per share declared, payable July 21, 2026.
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