earnings
confidence high
sentiment positive
materiality 0.85
Micron reports record Q4 rev $11.32B, EPS $2.83; guides Q1 rev ~$12.5B, GM >50%
MICRON TECHNOLOGY INC
2025-FY EPS reported
$7.59
revenue$37,378,000,000
- Q4 revenue $11.32B (+46% YoY), GAAP net income $3.20B ($2.83 diluted EPS).
- Non-GAAP EPS $3.03 vs $1.18 YoY; operating cash flow $5.73B vs $3.41B YoY.
- FY2025 revenue $37.38B (+49% YoY), GAAP net income $8.54B ($7.59 diluted EPS).
- Cloud Memory BU revenue $4.54B (+213% YoY), gross margin 59%; Core DC BU rev $1.58B.
- FQ1 2026 guide: rev $12.5B±$300M, GAAP GM 50.5%±1%, non-GAAP EPS $3.75±$0.15.
item 2.02item 9.01