๐น Adj. EPS: $1.56 (Est. $1.43) ๐ข
๐น Revenue: $8.05B (Est. $7.91B) ๐ข; UP +38% YoY
๐น Adj. Net Income: $1.78B (Est. $1.62B) ๐ข
Q3 Guidance
๐น Adj. EPS: $1.47-$1.67 (Est. $1.79) ๐ด
๐น Revenue: $8.6B-$9.0B (Est. $8.55B) ๐ข
๐น Gross Margin: 35.5% ยฑ 1.0%
Segment & Business Performance
๐น HBM Revenue: Surpassed $1B milestone in Q2
๐น Data Center DRAM Revenue: Tripled YoY
๐น Operating Cash Flow: $3.94B
Key Financial Metrics
๐น Gross Margin: 37.9% (Prev. 20.0% YoY)
๐น Operating Income: $2.01B; 24.9% of Revenue
๐น CapEx Investments: $3.09B
๐น Free Cash Flow: $857M
Shareholder Returns
๐น Quarterly Dividend: $0.115/share
๐น Cash & Marketable Investments: $9.60B
Management Commentary
๐ธ CEO Sanjay Mehrotra: "Micron delivered fiscal Q2 EPS above guidance, and data center revenue tripled from a year ago. We expect record quarterly revenue in fiscal Q3, driven by DRAM and NAND demand across data center and consumer markets."