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.

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Cost of revenue

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SG&A

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EBITDA

Net income

Earnings per share

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Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

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Funds from operations

Change in working capital

Cash from investing

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Purchase/sale of investments

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Cash from financing

Change in stock

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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.

The semiconductor industry is the beating heart of the artificial intelligence (AI) revolution. Most investors are focused on Nvidia (NVDA 3.08%) -- and rightly so, because it makes the best data center chips for developing AI -- but it isn't the only semiconductor company cashing in on this technology boom.

1 Super Semiconductor Stock to Buy Hand Over Fist in 2025, According to Wall Street

SAN DIEGO, Dec. 20, 2024 (GLOBE NEWSWIRE) -- DiCello Levitt LLP announces that it is investigating whether Micron Technologies, Inc. (“Micron” or the “Company”) (NASDAQ: MU) violated the federal securities laws, issued false and/or misleading statements, and/or failed to disclose information required to be disclosed to investors.

INVESTIGATION ALERT (NASDAQ: MU): DiCello Levitt LLP Is Investigating Investor Claims Against Micron Technology, Inc. and Encourages MU Investors with Losses to Contact the Firm

NVIDIA

Analysts have an optimistic outlook on the semiconductor industry heading into 2025. Broadcom, Marvell Inc and Synopsys Inc are JPMorgan's top picks for the sector.

Nvidia, Micron and more semiconductors in analyst crosshairs this week

Micron Technology, Inc. enjoys a leading position in cutting-edge AI memory technology with exposure to data center megatrends. The 17% share price decline opens an investment opportunity in an already undervalued company. Weak personal computer demand and inventory adjustments weigh on short-term outlook, but such fluctuations are typical in the industry.

Micron Technology Q1: Undervalued And Innovative

Micron's stock dropped 16% despite strong Q1 results due to disappointing Q2 guidance, creating a buying opportunity at less than 30 times earnings.

Micron Q1 Earnings: Buy This Dip

Micron's Q1'25 earnings met estimates, but Q2'25 guidance fell short, leading to a -16% after-hours selloff; revenue guidance is $1B below consensus estimates. Capital investments are forecast to grow by 70% for FY25 driven by expanding DRAM & HBM capacity and new facility builds. Despite strong data center performance, the consumer market may not recovery as anticipated as a result of limited consumer discretionary spending.

Micron's Growth Is Limited By Sold Out HBM (Rating Downgrade)

Micron Technology just reported its 1QFY25 earnings results and outlook, causing the stock to slide 16% lower for the day; we're upgrading the stock to a strong buy. We think the slower end demand rebound and industry oversupply are now priced into the stock and outlook, resetting expectations and making MU better positioned to outperform. We think MU will benefit from share gain in the HBM market as well as PC TAM expansion towards 2H25.

Micron Stock: The Sell-Off We've Been Waiting For - Upgrading To Strong Buy

Micron Technology (NASDAQ: MU) experienced a sharp 16% plunge on December 19, marking its worst trading day since March 2020.

Here's what's happening with Micron stock

Here's what's happening with Micron (MU) stock

In this video, I will go over Micron Technology's (MU -16.18%) first-quarter earnings report and explain why the stock is dropping. Watch the short video to learn more, consider subscribing, and click the special offer link below.

Why Is Micron Stock Crashing After Double Earnings Beat?

Micron Technology's 16% stock drop post-Q2 guidance miss is driven by weaker NAND and mobile orders, not AI-related issues. Despite short-term challenges, Micron's AI and data center DRAM markets remain robust, with strong demand from Nvidia and potential from AMD. The company's forward P/E ratio is significantly below the sector median, presenting a unique buying opportunity with a 108% upside potential.

Micron Q1 Review: Strong AI Demand Means I'm Still Bullish (Rating Upgrade)

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The CNN Money Fear and Greed index showed a decline in the overall market sentiment, with the index in the “Extreme Fear” zone on Thursday.

S&P 500, Nasdaq End In Red As Investor Sentiment Declines, Micron Tumbles After Sales Miss: Greed Index In 'Extreme Fear' Zone

Micron Technology (MU) shares sank Thursday after the chipmaker warned about softness in consumer-oriented markets and some analysts lowered their outlook for the company.

Micron Stock Plunges After Company Cuts Outlook, Analysts Raise Concerns

In my fiscal Q1 FY25 preview note on Micron Technology, Inc., I had expressed a cautious stance, which correctly anticipated a weak NAND market ahead (NAND makes up 26% of Micron's revenues). The NAND demand cycle seems to be at a local peak as it faces volume and pricing headwinds due to slower growth and inventory corrections at the customers' level. NAND weakness has impacted fiscal Q2 FY25 revenue and gross margin guidance and caused it to miss expectations, and the outlook is expected to remain weak for at least a couple more quarters.

Micron Q1: Riddled With A Challenging Outlook (Rating Downgrade)

Micron Technology, Inc.'s Q1 2025 results show strong revenue and margins, driven by record data center demand, but the company faces risks from concentrated customer dependency. DRAM and NAND markets show potential weakness, with slowing demand growth and reduced capital expenditures indicating limited pricing power and future challenges. Micron's heavy reliance on the data center market and geopolitical risks, particularly with China, pose significant threats to its future performance.

Micron's Poor Performance Is Not Surprising (Rating Downgrade)

Strong sales of memory chips for data centers weren't enough to offset weakness in PC and smartphone markets for Micron in Q1. The post Strong AI Data-Center Business Not Enough To Help Micron appeared first on Investor's Business Daily.

Strong AI Data-Center Business Not Enough To Help Micron

Shares of Micron plummeted on Thursday after the chipmaker issued weaker-than-expected guidance for the second quarter. "Micron expects further delay in the PC refresh cycle and cited pockets of elevated customer inventory in smartphones," Stifel analysts wrote in a report to clients.

Micron stock headed for worst day since 2020 after disappointing guidance

MU's Q1 performance reflects the benefits of the robust demand for the product portfolio across DRAM and NAND technologies.

Micron Technology Q1 Earnings Beat, Stock Dips 16% on Dim Guidance

Computer memory maker Micron (MU -16.45%) stock tumbled 16.5% through 9:45 a.m. ET Wednesday despite the company reporting earnings that equaled or exceeded the targets Wall Street had set for it in fiscal Q1 2025.

Why Micron Stock Crashed 16% Today

Micron Technology Inc (NASDAQ:MU) has been downgraded by Bank of America to ‘neutral' from ‘buy', with analysts citing underwhelming sales guidance and ongoing margin pressure. Micron underwhelmed with its second-quarter guidance on Wednesday as the chipmaker delivered a forecast of $7.9 billion, missing both BofA's estimate of $8.3 billion and the consensus forecast of $9 billion.

Micron's poor sales guidance leads to BofA rating downgrade

While the top- and bottom-line numbers for Micron (MU) give a sense of how the business performed in the quarter ended November 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Micron (MU) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

U.S. stocks traded higher this morning, with the Dow Jones index gaining around 200 points on Thursday.

US Stocks Higher, Micron Reports Downbeat Sales

Analysts are largely upbeat on Micron's stock, pointing to an upbeat AI narrative while noting that pressures on consumer markets shouldn't be much shock to Wall Street.

Micron's stock may see its worst day since 2020. Why the bulls are still upbeat.

Micron Technology reported better than expected fiscal Q1 '25 earnings, but issued weak Q2 '25 guidance, causing a 16% share drop in extended trading. Despite the guidance, Micron's HBM3E memory solutions are driving results, with DRAM revenue growing 87% Y/Y. Micron's valuation draw-down presents an attractive investment opportunity, especially given the expected HBM shipment ramp into FY 2026.

Micron: Why I Am Aggressively Buying The Drop

Investors interested in Micron Technology NASDAQ: MU should cheer the fact that its stock tanked following the FQ1 2025 earnings report. The move is a knee-jerk reaction to mixed results and guidance that point to near-term weakness and long-term strength, driven by its shift to AI.

News for Micron Technology Stock (MU)