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Micron Technology Q2'25 Earnings Highlights

$MU (-15.91%)


๐Ÿ”น Adj. EPS: $1.56 (Est. $1.43) ๐ŸŸข

๐Ÿ”น Revenue: $8.05B (Est. $7.91B) ๐ŸŸข; UP +38% YoY

๐Ÿ”น Adj. Net Income: $1.78B (Est. $1.62B) ๐ŸŸข


Q3 Guidance

๐Ÿ”น Adj. EPS: $1.47-$1.67 (Est. $1.79) ๐Ÿ”ด

๐Ÿ”น Revenue: $8.6B-$9.0B (Est. $8.55B) ๐ŸŸข

๐Ÿ”น Gross Margin: 35.5% ยฑ 1.0%


Segment & Business Performance

๐Ÿ”น HBM Revenue: Surpassed $1B milestone in Q2

๐Ÿ”น Data Center DRAM Revenue: Tripled YoY

๐Ÿ”น Operating Cash Flow: $3.94B


Key Financial Metrics

๐Ÿ”น Gross Margin: 37.9% (Prev. 20.0% YoY)

๐Ÿ”น Operating Income: $2.01B; 24.9% of Revenue

๐Ÿ”น CapEx Investments: $3.09B

๐Ÿ”น Free Cash Flow: $857M


Shareholder Returns

๐Ÿ”น Quarterly Dividend: $0.115/share

๐Ÿ”น Cash & Marketable Investments: $9.60B


Management Commentary

๐Ÿ”ธ 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."

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