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

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 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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EBITDA

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Cash & equivalents

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Net PPE

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Purchase/sale of investments

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Change in stock

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Cash from other sources

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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.

Micron had been a laggard in high-bandwidth memory up until now. But its new product release appears to be a generational leap ahead of the competition.

Micron Just Changed the Game in Artificial-Intelligence Memory

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On July 27, 2023, Micron Technology Inc ( MU , Financial) experienced a daily gain of 5.06%, despite reporting a Loss Per Share of 2.68. This article aims to answer the fundamental question: Is Micron Technology (MU) significantly overvalued?

Is Micron Technology (MU) Significantly Overvalued? A Comprehensive Analysis

First in industry to launch 8-high 24GB HBM3 Gen2 with bandwidth over 1.2TB/s and superior power efficiency enabled by advanced 1β process node First in industry to launch 8-high 24GB HBM3 Gen2 with bandwidth over 1.2TB/s and superior power efficiency enabled by advanced 1β process node

Micron Delivers Industry's Fastest, Highest-Capacity HBM to Advance Generative AI Innovation

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With the AI boom, investors are searching for the next Nvidia (NASDAQ: NVDA ). While there are some that could rival the tech giant, many chip stocks are unfortunately falling into the category of top chip stocks to sell.

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Apple

Salesforce

Alphabet

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Match Group

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Tech stocks are still outperforming the S&P 500 this year, amid an artificial intelligence-fueled resurgence, but as quarterly earnings started in earnest this week, investors are being reminded that AI is not going to become an immediate or a major revenue contributor for most companies for some time.

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Advancement in AI has helped give tech stocks their best-performing first half of the year since 1983. Big-tech executives continue to remain bullish over the ongoing demand for AI. Wall Street analysts are now touting tech stocks in different market segments.

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This Memory Semiconductor Stock Can Benefit From Nvidia's AI Demand

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Remember the pandemic-era chip shortage? Well, that's history now, and there's currently a chip glut, according to Samsung Electronics Co., Ltd.

Is Samsung's Warning Of A Chip Glut Hurting DRAM Maker Micron?

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CrowdStrike continues to see revenue growth slow as sales cycles have lengthened. Demand for Micron's memory chips is down significantly, and the company faces new restrictions in China.

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Memory chip prices are expected slow their decline in the third quarter. Production cuts are finally paying off, and a recovery may be in the cards for 2024.

Good News for Micron Stock: Memory Chip Price Declines Are Slowing

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Chipmakers are finding it increasingly hard to operate in China but say doing business in the country is still key to their survival.

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AI could trigger a turnaround in Micron Technology's business by creating a huge demand for memory chips. The rapid growth in AI server sales, which are equipped with more memory and storage, could restore the demand-supply imbalance in the memory industry.

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It is no secret that the trade wars between the United States and China have only intensified over the past several months, with escalations being explicitly made on the chip and semiconductor front. Whoever controls the patents and supply chain to the latest chip-making equipment and technology will likely gain a preferred spot in global trade, as many everyday consumer products require a vast array of chips to be available.

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We're still buy rated on Micron Technology, Inc. after its Q3 FY23 earnings results as we see memory industry demand-supply dynamics improving into 2024. While we understand investors' disappointment in Micron's gm% outlook for the next few quarters, we think the industry wafer starts, and capex cuts will reduce excess supply and stabilize prices. Additionally, we understand the CAC ban will have an impact on the company's recovery, but we expect increased content-per-box coupled with new product launches like HBMx to drive demand recovery.

Micron - Memory Demand And Pricing To Improve In 2024

As we traverse through a tumultuous 2023, the semiconductor market is facing a confluence of challenges which beckons the question of semiconductor stocks to sell. Gartner's projections point to an 11.2% decline in global semiconductor revenue in 2023, a downturn fueled by multiple economic, technological, and geopolitical factors.

News for Micron Technology Stock (MU)