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| Period | Topic | Printed status |
|---|---|---|
| FY2026. BiCS 8 bits | BiCS 8 bit production | Ramped to the majority of bit production |
| FY2026. CapEx mix | CapEx mix | Majority of fiscal 2026 CapEx supported BiCS8 technology investments |
| Q4 FY2026. QLC Stargate | QLC Stargate | Began shipping the QLC Stargate platform for revenue |
| Q4 FY2026. NBM RPO | NBM RPO | $59.8 billion remaining performance obligations at quarter-end |
| 5 Aug 2026. NBM extras | NBM customers and extras | 8 customers signed across Datacenter and Edge. $91.1 billion RPO including deals signed after quarter-end. $93.9 billion minimum contracted revenue at floor pricing. $16.5 billion financial guarantees |
| FY2027. NBM bits | NBM bit coverage | 1/2 of bits committed under NBMs |
| FY2028. NBM bits | NBM bit coverage | About 2/3 of bits committed under NBMs |
| FY2027. BiCS outlook | BiCS 8 and BiCS 10 | Capital spending increases year over year as we ramp BiCS 8 and BiCS 10 (outlook, not a reported bit mix) |
| Period | Top 10 customers (%) | Largest 10%+ customer (%) |
|---|---|---|
| FY2024 | 41 | |
| FY2025 | 40 | |
| FY2026 | 44 |
| Period | Revenue YoY (%) | Exabytes sold YoY (%) | ASP per GB YoY (%) |
|---|---|---|---|
| Q1 FY2026 Datacenter | -10 | 1 | -11 |
| Q1 FY2026 Edge | 30 | 39 | -11 |
| Q1 FY2026 Consumer | 27 | 32 | -4 |
| Q2 FY2026 Datacenter | 76 | 90 | -8 |
| Q2 FY2026 Edge | 63 | 10 | 55 |
| Q2 FY2026 Consumer | 52 | 17 | 30 |
| Q3 FY2026 Datacenter | 645 | 160 | 186 |
| Q3 FY2026 Edge | 295 | -10 | 343 |
| Q3 FY2026 Consumer | 44 | -40 | 139 |
| FY2026 Datacenter | 437 | almost 120 | almost 150 |
| FY2026 Edge | 195 | high single-digits | almost 180 |
| FY2026 Consumer | 29 | mid-teens decline | low-fifties |
| Period | Revenue YoY (%) | Exabytes sold YoY (%) | ASP per GB YoY (%) |
|---|---|---|---|
| Q1 FY2026 | 23 | 31 | -9 |
| Q2 FY2026 | 61 | 22 | 36 |
| Q3 FY2026 | 251 | 0 | 248 |
| FY2026 | 175 | mid-teens |