earnings
confidence high
sentiment positive
materiality 0.85
Micron Q2 revenue $8.05B, EPS $1.41/$1.56; HBM >$1B; guides Q3 revenue $8.8B
MICRON TECHNOLOGY INC
2025-Q2 EPS
reported $3.08
vs consensus $1.65
▲ beat
(+86.8%)
- Q2 revenue $8.05B (down 8% QoQ, up 38% YoY); GAAP EPS $1.41, non-GAAP EPS $1.56.
- HBM revenue crossed $1B; data-center DRAM revenue tripled YoY. Operating cash flow $3.94B.
- Launched 1-gamma DRAM node; CEO expects record Q3 revenue and record FY2025 revenue.
- Q3 guidance: revenue $8.8B±$200M, GAAP EPS $1.37±$0.10, non-GAAP EPS $1.57±$0.10.
- Quarterly dividend $0.115/share, payable April 15, 2025 to holders of record March 31.