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

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Margins

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

Selling, general, and administrative

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Year over year growth in Revenue and Operating Expenses.

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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 Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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Earnings data Q1 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.

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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.

Leveraging the 232-layer QLC NAND technology, Micron (MU) delivers industry-leading bit-density, NAND I/O speeds, and read and programming performance, surpassing competitors' offerings.

Micron (MU) Elevates NAND Technology With 232-layer QLC NAND

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SANTA CLARA, Calif.--(BUSINESS WIRE)--Silvaco Group, Inc. (“Silvaco”), a provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and AI through software and innovation, today announced an enhanced partnership with Micron Technology, Inc. (Nasdaq: MU) (“Micron”), which includes: Expanding the scope and extending the term of our software license and support services. Securing a $5.0 million investment from Micron in the form of a senior subordinated convertible promisso.

Silvaco Announces Expanded Partnership with Micron Technology

BOISE, Idaho, April 16, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), today demonstrated its continued NAND technology leadership by announcing that its 232-layer QLC NAND is now in mass production and shipping in select Crucial® SSDs, in volume production to enterprise storage customers and sampling to OEM PC manufacturers in the Micron 2500 NMVeTM SSD. Micron 232-layer QLC NAND delivers unparalleled performance for use cases across mobile, client, edge and data center storage by leveraging these important capabilities: Industry-leading bit-density, up to 28% more compact than leading competitors'1 latest products Industry-leading NAND I/O speeds of 2400 MT/s,1 a 50% improvement over the prior generation2 24% better read performance over the prior generation2 31% better programming performance over the prior generation2 “Micron's 232-layer QLC NAND is a key enabler of our high-capacity DirectFlash® Module,” said Bill Cerreta, general manager of Hyperscale at Pure Storage ®.

Micron First to Production of 200+ Layer QLC NAND in Client and Data Center

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Memory-chip maker Micron sees “up to a mid-single-digit percentage of a calendar quarter's” impact to its DRAM supply, but nothing permanent.

Micron Tech Says Taiwan Earthquake Will Tighten DRAM Supply

Memory chipmaker Micron Technology said on Thursday the April 3 earthquake in Taiwan would hurt a calendar quarter of its dynamic random access memory (DRAM) supply by up to a mid-single digit percentage.

Micron flags hit to its DRAM supply from Taiwan earthquake

Micron Technology Inc. said Thursday it expects the recent earthquake in Taiwan will result in an impact of up to a mid-single-digit percentage of a calendar quarter's company-level DRAM supply.

Micron says Taiwan earthquake will have mid-single digit percentage impact on quarterly DRAM supply

As far as first quarters go, Q1 has got to be one of the greatest ever for Micron Technology, Inc. NASDAQ: MU. The semiconductor stock had already logged a solid 2023, gaining close to 70%, but from the middle of February through the middle of last week, it went on to gain just as much again.

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Micron (MU) introduces the groundbreaking 4150AT SSD, catering to the evolving needs of intelligent vehicles with unparalleled flexibility and power.

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Micron's automotive memory and storage enable central compute, digital cockpit and advanced driver-assistance systems for Qualcomm customers Micron's automotive memory and storage enable central compute, digital cockpit and advanced driver-assistance systems for Qualcomm customers

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Despite its runup over the past year, one Wall Street analyst believes Micron Technology has additional upside. Its power-miserly memory chips are a key component in artificial intelligence (AI) and data center processors.

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Micron's virtualized, multiport 4150AT SSD enables a new model of centralized decision-making for increasingly complex, software-defined vehicles Micron's virtualized, multiport 4150AT SSD enables a new model of centralized decision-making for increasingly complex, software-defined vehicles

Micron Debuts World's First Quad-Port SSD to Accelerate Data-Rich Autonomous and AI-Enabled Vehicle Workloads

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News for Micron Technology Stock (MU)