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.

Intel

Taiwan Semiconductor Manufacturing

The world will never be able to stop the growing demand - and advancements - coming from the chips and semiconductor industry. This is one of those spaces that can be compared to oil booms in decades past, where new companies get involved to increase production and refinery efficiencies and capabilities.

Huawei Has Entered The Chips Race, Markets Still Prefer These

Micron Technology's guidance points toward an improvement in its financial performance in the new fiscal year. Stronger memory prices, thanks to a pick-up in demand and tight supplies, are going to be tailwinds for the company.

Buying Micron Technology Stock Is a No-Brainer Right Now

While pricing is still trending lower, Micron is selling more memory chips each quarter. Even with demand improving, Micron still expects to report a negative gross margin next quarter.

Micron's Profit-Killing Downturn Isn't Over Yet

Target

Tilray Brands

Markets are off to a shaky start in October. Investor sentiment continues to be largely negative.

3 Long-Term Stocks to Exit While You Still Can

Micron sold off hard after earnings, but recovered the next day. Analysts think Micron may have been conservative with guidance.

Here's Why Micron's Profits Could Be Ready to Take Off

Micron Technology Is to get an additional subsidy of US$1.3 billion (Y192b) from the Japanese government for an advanced semiconductor plant in Hiroshima. Japan has already advanced Micron Y46bn for the development following the US-based chipmaker stating it will spend around Y500 billion investing in advanced chip plants in the country.

Micron Tech gets US$1.3bn grant to build Japanese semiconductor plant

Advanced Micro Devices

Micron and AMD both face cyclical slowdowns. Both companies expect to experience near-term recoveries.

Better Buy: Micron Technology vs. AMD

Micron reported another mixed quarter, with ongoing losses the primary focus. Management sees new memory chip market highs in 2025.

Micron Reports More Progress on Recovery -- Is It Too Late to Buy the Stock?

Micron's Q4 earnings easily beat Wall Street's expectations. It expects revenue to finally rise again in the first quarter of fiscal 2024.

Micron Technology Stock: Bear vs. Bull

Micron Technology, Inc. (NASDAQ:MU ) Post Q4 2023 Earnings Analyst Conference Call September 27, 2023 6:00 PM ET Company Participants Samir Patodia - IR Mark Murphy - EVP & CFO Manish Bhatia - EVP of Global Operations Sumit Sadana - EVP & Chief Business Officer Conference Call Participants Harlan Sur - JPMorgan Ambrish Srivastava - BMO Capital Markets Chris Danely - Citigroup Aaron Rakers - Wells Fargo Securities Vivek Arya - Bank of America Merrill Lynch Karl Ackerman - BNP Paribas Exane Brian Chin - Stifel Quinn Bolton - Needham & Company 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 Q4 2023 Earnings Analyst Call Transcript

Micron Technology, Inc. stock has performed well despite its cyclical nature and unpredictable short-term earnings. Investors should focus on a 2-5 year time frame and ignore short-term earnings predictions. The current decline in Micron's stock price could potentially take several more years to recover from, especially if a recession occurs.

Micron's Recovery Will Likely Take More Time Than Investors Expect

Our theme of Internet Infrastructure Stocks – which includes a diverse set of companies that sell hardware and software that underpin the Internet - has fared well thi

Why Digital Infrastructure Stocks Such As Micron Are Outperforming

Analysts are praising Micron Technology Inc.'s progress on its year-long turnaround in a tough memory-chip market, but even with a boost from artificial-intelligence sales, it could take another year for the company to break even.

Micron's profitability might take another year despite AI chip frenzy — and the stock is suffering

Micron Technology (MU) shares tumbled more than 3% in early trading Thursday after the company issued weaker-than-expected guidance for the current quarter, despite beating revenue and profit expectations for the quarter ended August 31.

Micron Shares Fall Following Weaker-Than-Expected Guidance

Accenture Plc

Investors have wanted AI stocks to rise en masse. Yet Micron stock fell even as it hopes to build a stronger relationship with Nvidia.

AI Isn't Saving These 2 Tech Stocks Thursday

Micron's (MU) Q4 fiscal 2023 results reflect an improving industry trend as key metrics, including revenues, the non-GAAP gross margin and non-GAAP earnings per share, improve sequentially.

Micron (MU) Q4 Loss Narrower Than Estimates, Revenues Beat

Shares of Micron NASDAQ: MU are down about 5% following the Q4 release and guidance, but this is not the time to trim positions. The stock is down on a lackluster report that points to industry normalization, a return to growth, and a record-high total addressable market for microchips.

3 Reasons Micron is a Buy on Market Weakness

Micron might have disappointed investors with its margin outlook but investors should still want to be positioned for a memory-chip upturn, UBS says.

Micron Stock Drops. It's Time to Buy, UBS Says.

As the fourth-largest semiconductor company in the world, Micron Technology Inc. ( MU , Financial) is a leader in DRAM (dynamic random access memory) and NAND (flash memory). Both are essential components of all computers, from your laptop to smartphones and even your connected vehicle.

Micron: Cyclical Semiconductor Giant, but a Long-Term Winner

Lululemon Athletica

Peloton

Workday

H.B. Fuller

Peloton Interactive's PTON, +0.65% stock jumped 14% after the connected-exercise-bike maker and yoga-wear giant Lululemon Athletica LULU, -0.40% announced a five-year partnership.

Peloton stock climbs on Lululemon deal, Workday shares slide on targets, and more stocks on the move

Investors counting on a boost from AI to help Micron Technology Inc. offset any near-term losses in the next quarter or two saw their hopes dashed in a good news/bad news call with Wall Street analysts Wednesday.

Micron's AI-focused chip won't help financial results anytime soon

Micron Technology, Inc. (NASDAQ:MU ) Q4 2023 Earnings Conference Call September 27, 2023 4:30 PM ET Company Participants Samir Patodia - IR Sanjay Mehrotra - President and CEO Mark Murphy - CFO Conference Call Participants Tom O'Malley - Barclays Toshiya Hari - Goldman Sachs Timothy Arcuri - UBS Mehdi Hosseini - Susquehanna Financial Group Operator Thank you for standing. Welcome to Micron's Fourth Quarter 2023 Financial Call.

Micron Technology, Inc. (MU) Q4 2023 Earnings Call Transcript

The headline numbers for Micron (MU) give insight into how the company performed in the quarter ended August 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Micron (MU) Reports Q4 Earnings: What Key Metrics Have to Say

Micron Technology Inc. is far from out of the woods yet when it comes to profitability as quarterly results came in better than expected Wednesday, but the memory-chip maker's chief executive was upbeat about data-center sales in 2024 as AI fever rages on.

Micron sees nine-figure data-center sales in 2024, but another quarter of negative margins

Micron (MU) came out with a quarterly loss of $1.07 per share versus the Zacks Consensus Estimate of a loss of $1.18. This compares to earnings of $1.45 per share a year ago.

News for Micron Technology Stock (MU)