Japan · Delayed Price · Currency is JPY Kioxia Holdings Earnings Call Transcripts
Fiscal Year 2027
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Record Q2 results were led by AI- and data-center-driven SSD demand, with Q3 guidance for modest growth and a stronger Q4 shipment rebound. Capital returns include a JPY90 interim dividend and a policy to return excess cash.
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Record Q1 FY2026 results driven by AI-fueled NAND demand, with revenue and profit at all-time highs. Strong ASP growth and robust data center/enterprise SSD sales underpin guidance for continued momentum in Q2. Capital allocation includes major CapEx, R&D, stock split, and a large share buyback.
Fiscal Year 2026
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AI-driven demand is reshaping the flash memory market, with a strategic focus on data center and enterprise segments expected to exceed 60% of revenue by FY2028. Accelerated R&D and CapEx support advanced product launches, while disciplined capital allocation and multi-year LTAs aim to stabilize growth and shareholder returns.