---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000660133.md"
description: "Kioxia (285A) just put out sensational earnings & guidance.Very bullish validation of the NAND supercycle.I'm viewing this dip as a perfect buying opportunity to cost-avg up.Q4 FY25 (Jan-Mar 2026):- Revenue: ¥1,002.9B (QoQ +85%)- OP: ¥599.1B (margin 60%; QoQ +314%)- ASPs >2x'd QoQ; bit shipments down ~10% QoQ as planned for inventory control.- 8th-gen BiCS production now exceeds 5th-gen levels.Cash flow and balance sheet are pristine post-refinancing.Q1 Guidance (Apr-Jun 2026):- Revenue: +75% QoQ- OP: +117% QoQ; margin 74%- NP: +112% QoQ"AI inference servers driving overall NAND demand growth… interest is intensifying.""CY27: Demand anticipated to exceed supply." Memory keeps going up and up with every quarter...Pls DYOR."
datetime: "2026-05-15T07:57:29.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000660133.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000660133.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000660133.md)
author: "[Paradi Lab](https://longbridge.com/en/profiles/27651407.md)"
generator: "portal-rs"
---

# Kioxia (285A) just put out sensational earnings &a…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**