Sandisk Corp (SNDK) operating KPIs
Close on Oct 30, 2026Market cap $168.51BP/E 9.2Yield –
Sandisk remaining performance obligations (RPO) — Multi-year New Business Model (NBM) backlog ($M)
RPO surged from $41,600M at Q3 FY26 to $59,800M at Q4 FY26, plus $31,300M from 2 additional NBMs signed in Q1 FY27 ($91,100M cumulative RPO across 10 agreements; $93,900M minimum expected revenue at floor pricing through CY2030).
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Remaining performance obligations (RPO) — Multi-year New Business Model (NBM) backlog ($M) | Year on year | Source |
|---|---|---|---|---|
| Q1 FY27 | Oct 2, 2026 | 91,100 | – | Q4 FY2026 Earnings Call Transcript (CFO Luis Visoso) ↗ |
| Q4 FY26 | Jul 3, 2026 | 59,800 | – | Form 10-K FY2026 (Note 13, p. 90) ↗ |
| Q3 FY26 | Apr 3, 2026 | 41,600 | – | Form 10-Q FY2026Q3 (Note 13, p. 26) ↗ |
Breakdown
What makes up remaining performance obligations (rpo) — multi-year new business model (nbm) backlog
- Unbilled remaining performance obligations (off-balance-sheet NBM backlog)58,700 · Q4 FY26
- Billed remaining performance obligations (recorded in Contract liabilities)1,100 · Q4 FY26
- Share of RPO expected to be recognized as revenue within next 12 months (%)19.0% · Q4 FY26
- Total customer financial guarantees backing NBMs (cash deposits + third-party instruments)16,500 · Q4 FY26
- Third-party financial institution collateral held for NBM obligations5,000 · Q4 FY26
Cite this data
StockData. (2026). Sandisk Remaining performance obligations (RPO) — Multi-year New Business Model (NBM) backlog ($M), quarterly Q3 FY26–Q1 FY27 [Data set]. Compiled from Sandisk SEC filings and investor materials. https://stockdatahq.com/stocks/sndk/kpis/nbm-rpo-total
See every metric in the Sandisk KPI table. Data updated Oct 26, 2026.