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 Q2 2021

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

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.

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.

Any retaliation could set back a fragile U.S.-China rapprochement, as commerce advisers prepare to talk.

Pressure Is on U.S. to Hit Back at China's Ban on Micron, as Meeting Nears

Micron expects its slowdown to worsen in the current fiscal quarter. China just banned its chips from being used in its key infrastructure.

3 Red Flags for Micron Technology's Future

China warned its "critical infrastructure" companies not to buy Micron's memory products. However, memory is a commodity, so China would be harming itself if it chose to ban Micron products en masse.

3 Reasons the Market Yawned at China's Micron Ban

Even the demand for AI servers is not enough to combat the ongoing inventory problems.

High Inventory Levels and Sluggish Server Shipments Are a Persistent Problem for Memory Chip Stocks

The move is viewed as a retaliation of sorts for the export controls the U.S. has imposed on advanced semiconductors products in China.

How Will The Chinese Chip Ban Impact Micron?

In the years before China declared U.S. firm Micron Technology's products a national security risk, authorities were already scaling back purchases of its chips, opting instead for domestic or South Korean options, documents showed.

Analysis: China was reducing Micron chip purchases years before ban

On Monday, Chinese policymakers prohibited the sale of memory chips of the largest American memory chipmaker, Micron Technology Inc. (MU,) to critical domestic industries. This move has escalated tensions in an ongoing trade dispute between China and the United States.

The Implications of China's Micron Ban

With tensions between the U.S. and China flaring, U.S.-based Micron has been targeted. The company's products will no longer be purchases by China's crucial infrastructure operators.

Micron Has a China Problem

NIKE

Tesla

Match Group and Pfizer led mostly beaten down S&P 500 stocks rebounding Monday, but Tesla also rallied. Nike and Micron were key losers.

S&P 500: Tesla Among Stock Winners Monday; Nike, Micron Slide

Micron stock fell after the Chinese government banned the company's memory chips from its network infrastructure. The post China Action Against Micron Called Political, Seen Crimping Sales appeared first on Investor's Business Daily.

China Action Against Micron Called Political, Seen Crimping Sales

Micron Technology Inc (NASDAQ: MU) lost about 3.0% on Monday after China told its companies engaged with critical information systems to no longer buy chips from the Boise-headquartered firm. Micron to take a $3.0 billion hit Its Cyberspace Administration cited a significant security threat as it announced the ban.

China bans Micron chips: Cramer says it's ‘just the beginning'

NVIDIA

Marvell Technology

Palo Alto Networks

Snowflake

Investors are on the hunt for ways to play the artificial-intelligence software trend. Wall Street offers up a host of stocks.

Nvidia Isn't the Only Way to Play AI. The List of Possible Winners Is Long.

Micron Technology, Inc. (NASDAQ:MU ) 51st Annual J.P. Morgan Global Technology, Media and Communications Conference Call May 22, 2023 8:00 AM ET Company Participants Mark Murphy - Chief Financial Officer Conference Call Participants Harlan Sur - JPMorgan Harlan Sur Alright.

Micron Technology, Inc. (MU) 51st Annual J.P. Morgan Global Technology, Media and Communications Conference (Transcript)

Cashing in on Micron's woes in China won't be easy for South Korea or rivals Samsung and SK Hynix, as geopolitics complicate what could be a welcome opportunity to boost sales.

China's New Chip Ban on Micron Puts South Korea in a Delicate Spot

Micron (NASDAQ: MU ) stock is sinking 4% in early trading. The decline comes after China's government prohibited some of the country's companies from buying Micron's offerings.

MU Stock Alert: China Sales Ban Sends Micron Plunging

The country, once a chip-making heavyweight, has fallen behind in fabrication. But recent trends could help change that.

Japan Bets Big on Micron---And Its Own Chip Ambitions

ZIM Integrated Shipping Services

Stock market futures inched higher, adding to gains from last week. Micron Technology had some of its products banned by the Chinese government.

These 2 Stocks Pressured Markets Monday Morning

Sales restrictions on Micron's (MU) products in China can be seen as a retaliatory action by China against the U.S. government's increasing restrictions on Chinese access to advanced semiconductor technology.

Micron (MU) Faces Restrictions for Selling Products in China

Micron Technology Inc. shares were falling 4% in premarket trading Monday as Wall Street tried to determine the future impact of a failed China cybersecurity review on the chip company's business.

Micron's stock falls after China ban. Here's why gauging the impact isn't so simple.

Beijing has stepped up its feud with Washington after announcing products made by US memory chip giant Micron Technology pose a national security risk.

China bans US chipmaker as tech row with US escalates

Premarket action on Monday had the three major U.S. indexes trading lower. The Dow Jones industrials were down 0.04%, the S&P 500 down 0.11% and the Nasdaq 0.21% lower.

Monday Premarket Newsmakers: China Bans Micron Chips, Nvidia Put Options Volume Soars

Advanced Micro Devices

US chip manufacturer stocks fell in the market pre-open on Monday, May 22, after China announced it prohibited local companies involved in key infrastructure projects from purchasing products from the US chipmaker Micron (NASDAQ: MU), citing national security risks.

3 US chip stocks to watch as China cracks down on Micron

The semiconductor sector is taking a hit Monday, after China's government told some technology-product makers not to use memory chips made by Micron Technology Inc. MU, +0.89%, citing security risks. China's call comes after it had warned of consequences after the U.S., Europe and Japan reduced China's access to advanced chipmaking and other technology that might be used in weapons.

Semiconductor sector suffering broad selloff after China says stop using Micron chips

Micron shares fell 6% in premarket trading Monday after China banned its chips. Beijing ruled that the semiconductor giant's products posed a national security risk.

Micron shares tumble 6% after China bans the US giant's microchips - and other semiconductor stocks are swinging too

Micron Technology Inc shares are around 5.4% lower in pre-market deals after China ruled its products posed “serious network security risks”. The Cyberspace Administration of China (CAC) on Sunday announced the company, which is the biggest US maker of memory chips, “posed significant security risks to China's critical information infrastructure supply chain”.

News for Micron Technology Stock (MU)