Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general, and administrative

Research and development

Restructure and asset impairments

Other operating expense

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Micron Technology

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute & Networking Business Unit (CNBU), Mobile Business Unit (MBU), Storage Business Unit (SBU), and Embedded Business Unit (EBU). The CNBU segment includes memory products sold into cloud server, enterprise, client, graphics, and networking markets. The MBU segment offers memory products sold into smartphone and other mobile-device markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets, and other discrete storage products sold in component and wafer forms. The EBU segment consists of memory and storage products sold into automotive, industrial, and consumer markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978, and is headquartered in Boise, ID.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Micron exceeds Q3 expectations amidst China uncertainty and inventory challenges

Micron's fiscal Q3 performance was strong, with revenue, gross margin, and EPS exceeding expectations. The company faces challenges due to the uncertain impact of the CAC decision in China and inventory write-downs. However, Micron's focus on technology leadership, investments in high-bandwidth memory products, and strategies to mitigate share loss present opportunities for future growth.

Micron tackles pricing challenges, eyes growth in data center

Micron navigated Q2 challenges with supply reduction measures and cost controls, aiming for normalized growth and profitability.
Despite facing pricing pressures, the company remains a leader in DRAM and NAND technology, with strong customer relationships and growth opportunities.
Anticipating recovery in industry profitability and free cash flow in fiscal 2024, bolstered liquidity and confident in supply actions for NAND business.
Transition to DDR5 technology and market opportunities in data center present growth potential, with a focus on improving margins through FY '24.

Micron Technology manages challenges, leverages innovation for growth

Micron Technology navigates challenges from the CAC ruling and cash flow dynamics while focusing on innovation, partnerships, and operational efficiencies.
The company faces inventory and margin challenges in the short term but aims to capitalize on growth opportunities in low-power memory products and high-capacity modules.
Despite industry TAM reductions, Micron's strategic positioning and supply management efforts position it well to address market demands and drive revenue growth.
Overall, Micron's performance reflects a balance of challenges, strengths, and opportunities in the evolving semiconductor market landscape.

Micron Technology navigates underutilization challenges, eyes positive gross margin

Micron Technology faces challenges with underutilization charges impacting earnings but is strategically investing in high-value segments and newer technologies to drive growth. The company expects positive gross margin in the second half of fiscal '24 and anticipates demand to return as customer inventories normalize.

Micron Technology anticipates pricing improvements for 2024 amidst challenges

Micron Technology's Q1 2024 earnings call showcased a focus on cost efficiencies, pricing improvements, and gross margin expansion, despite industry-wide challenges and inventory normalization delays.

Micron Technology reports solid Q2 performance amidst market challenges

Micron Technology's Q2 2024 performance reflects a focus on maintaining market share, disciplined investments, and meeting customer demands amidst challenges and opportunities.
The company's strengths in strong HBM demand, customer engagements, and strategic CapEx decisions position it for growth and margin profile improvements.
While facing challenges such as capacity constraints and cost structure improvements, Micron is leveraging opportunities in HBM demand, investments in NAND, and margin expansion strategies.

Micron Q3 2024: Strong HBM Focus, CapEx Expansion

Micron Technology's Q3 2024 earnings call highlighted a strategic focus on HBM market share growth and a significant CapEx ramp-up for technology transitions. The company is managing its inventory levels to match market demand, particularly in high-value sectors, and is seeing improvements in NAND profitability. Challenges remain with new U.S. projects and rising operating expenses, but opportunities in AI-driven demand and customer engagements present avenues for growth.

Micron Technology forecasts growth in AI servers and improved inventory management for fiscal '25

Micron Technology projects growth in AI servers and improved inventory management in fiscal '25. The company is strategically focusing on high-profit segments and technological advancements in DRAM bit shipments. Challenges include managing risks during margin expansion and transitioning DDR4 shipments to DDR5 and LP5.

Micron Technology reports solid Q1 performance amidst margin constraints

Micron Technology's Q1 2025 earnings call highlighted solid performance, operational strengths, near-term challenges, and growth opportunities. The company's focus on innovation, capacity expansion, and margin improvement positions it well for future growth and market leadership.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Investors are bailing on Micron Technology Inc (NASDAQ: MU) this morning after the chipmaker issued guidance for its current fiscal quarter that missed Street estimates. Micron expects to earn $1.43 per share (adjusted) on $7.9 billion in revenue in Q2.

Deep dive: here's why Micron's guidance shouldn't concern investors much

Lennar

Lamb Weston Hlds

U.S. stock futures were higher this morning, with the Dow futures gaining over 100 points on Thursday.

Lamb Weston Posts Weak Q2 Results, Joins Micron, Lennar And Other Big Stocks Moving Lower In Thursday's Pre-Market Session

Micron Technology Inc (NASDAQ:MU) is expected to shed $15 billion of value this Thursday after the microchip maker's sales guidance fell well short of expectations. In a first-quarter trading update published yesterday, Micron projected revenues of $7.9 billion (plus or minus $200 million) on a 37.5% gross market for the next quarter.

Micron set for Thursday shocker after dour sales outlook

Micron Technology shares plummeted 15% in premarket trading on Thursday following a dismal forecast that signaled a squeeze from weak demand for personal computers and smartphones, overshadowing a solid lift from sales of AI-related chips.

Micron slumps as bleak quarterly forecast clouds AI-related boost

Micron's recent earnings beat estimates, but weak Q2 guidance caused a 16% share price drop, raising concerns about near-term earnings growth. Despite an 80% year-over-year revenue increase, MU's cyclical nature and weak consumer market outlook impact near-term performance. Data center business shows strong growth, benefiting from AI investments, but consumer-oriented markets remain weaker for now.

Bad Guidance Makes Micron Slump

Micron Technology (MU) shares traded sharply lower in extended trading on Wednesday after the memory chip maker and Nvidia (NVDA) partner issued a weaker-than-expected current-quarter outlook.

Watch These Micron Price Levels as Stock Plummets on Weak Outlook

Micron Technology, Inc. (NASDAQ:MU ) Q1 2025 Post Earnings Conference Call December 18, 2024 6:00 PM ET Company Participants Satya Kumar - Corporate VP & IR Sumit Sadana - EVP & Chief Business Officer Mark Murphy - CFO Manish Bhatia - EVP, Global Operations Conference Call Participants Harlan Sur - JPMorgan Aaron Rakers - Wells Fargo Chris Caso - Wolfe Research Vijay Rakesh - Mizuho Securities Brian Chin - Stifel Nicolaus Quinn Bolton - Needham & Company Timothy Arcuri - UBS Hadi Orabi - TD Cowen Toshiya Hari - Goldman Sachs Operator Thank you for standing by, and welcome to Micron's Post Earnings Analyst Call. At this time, all participants are in listen-only mode.

Micron Technology, Inc. (MU) Post Earnings Q1 2025 Earnings Call Transcript

Micron Technology, Inc. (NASDAQ:MU ) Q1 2025 Earnings Conference Call December 18, 2024 4:30 PM ET Company Participants Satya Kumar - Corporate Vice President, Investor Relations and Treasury Sanjay Mehrotra - President and Chief Executive Officer Mark Murphy - Chief Financial Officer Conference Call Participants CJ Muse - Cantor Fitzgerald Timothy Arcuri - UBS Vivek Arya - Bank of America Securities Joseph Moore - Morgan Stanley Krish Sankar - TD Cowen Chris Danely - Citi Toshiya Hari - Goldman Sachs Operator Thank you for standing by, and welcome to Micron Technologies Fiscal First Quarter 2025 Financial Conference Call. At this time, all participants are in listen-only mode.

Micron Technology, Inc. (MU) Q1 2025 Earnings Call Transcript

Shares of Micron Technology, Inc. dipped ~15% after printing FQ1 results, owing to the market's perception of a weaker FQ2 outlook. The company notes that consumer end-markets are responding slower to AI innovation than initially expected, leading to softening NAND ASPs and a need to trim NAND capex. On the flip side, AI-fueled data center demand is surging, with data center revenue up 400% y/y in Q1.

Micron Q1: Consider Buying This Dip Aggressively, Drivers In Place For FY25 Success

Micron (MU) came out with quarterly earnings of $1.79 per share, beating the Zacks Consensus Estimate of $1.75 per share. This compares to loss of $0.95 per share a year ago.

Micron (MU) Q1 Earnings Surpass Estimates

Micron Technology, Inc. stock is selling off after-hours, down more than 13%. Weak consumer demand and lower-than-expected NAND bit demand led to reduced guidance and CapEx cuts, despite strong HBM and enterprise SSD sales. Micron expects to return to growth in 2H2025, driven by AI accelerator demand and data center growth, and I think shares represent a buying opportunity.

Micron Earnings: Down But Not Out, Why I'm Doubling Down

Micron Technology (MU) issued a revenue outlook that came in below analysts' expectations, sending shares lower in extended trading Wednesday.

Micron's Stock Tumbles as Its Outlook Disappoints

Shares of Micron Technology Inc (NASDAQ:MU), the largest US maker of computer memory chips, tumbled 16% in late trading on Wednesday after the company issued a second-quarter revenue forecast that fell nearly $1 billion short of analysts' expectations. Micron said it expects adjusted revenue of $7.7 billion to $8.1 billion for the quarter ending in February, well below Wall Street's consensus estimate of almost $9 billion.

Micron shares plunge on weak revenue forecast

Memory-chip maker swung to a profit and posted higher revenue in its fiscal first quarter, though shares fell after the company's outlook missed estimates.

Micron Shares Slide After Quarterly Outlook Misses Estimates

The memory-chip company cited weakness in consumer-facing markets but momentum in higher-margin areas and those levered to AI.

Micron's weak outlook sparks a big skid for the AI stock

Memory-chip leader Micron roughly matched analyst estimates for its fiscal first quarter but badly missed with its outlook. The post Micron Stock Dives As Chipmaker Whiffs On Guidance appeared first on Investor's Business Daily.

Micron Stock Dives As Chipmaker Whiffs On Guidance

Micron Technology forecast second-quarter results below Wall Street estimates on Wednesday, as weakened prices of memory chips used in handsets and personal computers weigh on earnings.

Micron Technology expects second-quarter revenue below estimates

Micron delivers record fiscal Q1 revenue, driven by strong AI demand Data center revenue grew over 40% sequentially and over 400% year over year

Micron Technology, Inc. Reports Results for the First Quarter of Fiscal 2025

Micron Technology Inc MU heads into its first-quarter earnings announcement with a mix of optimism and caution.

Micron Earnings: Will AI Growth Outweigh 'Choppy' Memory Market?

There is a 98.8% probability that the FOMC announcement today will result in a new fed funds rate of between 4.25% and 4.50%. Micron Technology, in the process of manufacturing a HBM3E chip to capture more of the power required of AI computing, will report their fiscal Q1 '25 financial results. Micron is still trading well below its late June '24 peak of $150, and is poised to trade above itss 200-day moving average today, December 18th.

FOMC Release And Micron Earnings Preview: Macro And Micro

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Wall Street Analysts Look Bullish on Micron (MU): Should You Buy?

In today's video, I discuss recent updates impacting Micron Technologies (MU 0.31%). To learn more, check out the short video, consider subscribing, and click the special offer link below.

What Micron Stock Investors Should Know About the AI Memory Market Before It Reports Earnings Today

Micron Technology, Inc. MU will release earnings for its first quarter, after the closing bell on Wednesday, Dec. 18.

How To Earn $500 A Month From Micron Stock Ahead Of Q1 Earnings

Broadcom

Marvell Technology

The AI and semiconductor boom shows no signs of slowing down, with governments and major venture capital players ramping up investments to drive further development. In the US, the CHIPS Act continues to allocate funds to domestic chipmakers, while just yesterday, SoftBank CEO Masa Son, alongside Donald Trump, announced plans to invest $100 billion in the US, focusing on AI and its supporting infrastructure.

New Leaders: 3 Semiconductor Stocks Breaking Out (MRVL, AVGO, MU)

Micron Technology Inc (NASDAQ:MU) could well be on course to top estimates in Wednesday's first-quarter earnings, Wedbush analysts have said. First-quarter guidance was likely achievable, “if not beatable”, Wedbush said in a note ahead of the results.

News for Micron Technology Stock (MU)