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

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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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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.

Micron's 96GB high-capacity DDR5 RDIMM memory tames the most demanding data center workloads Micron's 96GB high-capacity DDR5 RDIMM memory tames the most demanding data center workloads

Micron Enables Computationally Intensive AI, Data Analytics and Memory-Focused Workloads With High-Capacity, High-Performance RDIMM Memory Solutions

Citi analyst Christopher Danely says chip stocks "are due for a pullback.” He's cautious on the group, and has moved Micron stock to the front of the pack.

Micron Is the Top Chip Stock Pick Amid AI Hype, Says Analyst

Chip stocks have enjoyed a recent run-up amid the frenzy over artificial intelligence, but Citi Research analyst Christopher Danely warned that semiconductor names “have gotten ahead of themselves” and seem “due for a pullback.”

Chip stocks ‘have gotten ahead of themselves,' Citi says — but this ‘top pick' can thrive

Micron Technology ( MU ) became a Zacks #5 Rank this spring as EPS estimates collapsed for the current fiscal year, which ends in August, from a loss of $2.28 to a loss of $4.71. That earnings drawdown would represent a 156% annual decline for the "megalodon of memory" if it unfolds as projected.

Bear of the Day: Micron (MU)

BOISE, Idaho, June 01, 2023 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), announced today that it will hold its fiscal third quarter earnings conference call on Wednesday, June 28, 2023, at 2:30 p.m. Mountain time.

Micron Technology to Report Fiscal Third Quarter Results on June 28, 2023

C3.ai

Upstart Holdings

AI, automation, and robotics have the potential to disrupt numerous industries. Recent advancements in AI technology, such as OpenAI's DALL-E 2 image generator and the introduction of chatbots like ChatGPT and Bard, have showcased progress in this field.

3 AI Stocks That Could 10X Your Money in 10 Years

Call Start: 07:30 January 1, 0000 8:17 AM ET Micron Technology, Inc. (NASDAQ:MU ) Goldman Sachs Global Semiconductor Conference May 31, 2023 07:30 AM ET Company Participants Mark Murphy - Chief Financial Officer Conference Call Participants Toshiya Hari - Goldman Sachs Toshiya Hari All right, great. Good morning, everyone.

Micron Technology, Inc. (MU) Presents at Goldman Sachs Global Semiconductor Conference (Transcript)

Accessible, affordable, reliable and high-quality childcare options essential to attracting and retaining Micron's talent

Micron Breaks Ground on Childcare Center in Idaho as Part of Idaho Community Investment Framework

Advanced Micro Devices

Intel

NVIDIA

QUALCOMM

Chip companies are at the forefront of the AI market, but some are more involved than others.

Which Semiconductor Stocks Can Benefit From the AI Race?

The Crucial® T700 Gen5 SSD leverages Micron® 232-layer NAND to maximize performance and dependability, while Crucial Pro DRAM harnesses Intel® XMP and AMD EXPO® support and heat spreaders for great performance right out of the box The Crucial® T700 Gen5 SSD leverages Micron® 232-layer NAND to maximize performance and dependability, while Crucial Pro DRAM harnesses Intel® XMP and AMD EXPO® support and heat spreaders for great performance right out of the box

Crucial Unleashes World's Fastest Gen5 Consumer NVMe SSD and Plug-and-Play High-Performance DRAM Options for Gamers, Creatives and Professionals

Micron, a semiconductor company, is experiencing a downturn in its share price due to the cyclical nature of the memory market and the post-pandemic downturn in the semiconductor industry. The top three memory producers, Micron, SK Hynix, and Samsung, are working to improve the supply-demand imbalance by cutting production which could lead to a recovery in memory prices and Micron's valuation. Despite the risks of a prolonged recovery, Micron's current valuation offers a favorable risk/reward opportunity, with the company trading close to its tangible book value and having a strong position in the growing data-intensive market.

Micron: Good Risk Reward At Current Valuation

Commerce Secretary Gina Raimondo said the U.S. "won't tolerate" China's move to ban Micron's chips from critical infrastructure in China over vague national security concerns.

US 'won't tolerate' China's ban on chipmaker Micron

Micron Technology has some decent exposure to China, but, luckily for investors, the situation might not be as dire as it seems.

Micron Technology Is Banned in China, but Should Investors Panic?

A big blow has come to Micron Technology Inc. ( MU , Financial) due to an unfavorable cybersecurity review outcome from China. The considerable revenue loss from being banned in China may affect the fundamentals of the company much deeper.

Micron Seeks Other Avenues for Growth Amidst China's Ban

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.

News for Micron Technology Stock (MU)