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Micron Technology Q3 Earnings Highlights

$MU (-0,95%)


🔹 Adj. EPS: $1.91 (Est. $1.60) 🟢

🔹 Revenue: $9.30B (Est. $8.87B) 🟢; UP +37% YoY


Q4'25 Guidance:

🔹 Adj. EPS: $2.50 ± $0.15 (Est. $2.27) 🟢

🔹 Revenue: $10.7B ± $300M (Est. $9.89B) 🟢

🔹 Gross Margin: 42% ± 1%

🔹 Operating Expenses: $1.20B ± $20M


Other Financial Metrics:

🔹 Operating Cash Flow: $4.61B (vs. $2.48B YoY)

🔹 Adjusted Free Cash Flow: $1.95B (vs. $425M YoY)

🔹 CapEx (net): $2.66B

🔹 Cash & Equivalents: $12.22B

🔹 Gross Margin (Non-GAAP): 39% (vs. 28.1% YoY)

🔹 Operating Income (Non-GAAP): $2.49B (vs. $941M YoY); Margin: 26.8%


Segment Highlights:

🔹 DRAM Revenue: All-time high; HBM revenue up nearly 50% QoQ

🔹 Data Center Revenue: More than doubled YoY; reached quarterly record

🔹 Consumer Markets: Strong sequential growth


Dividend & Capital Allocation:

🔹 Quarterly Dividend: $0.115/share; payable July 22, 2025


CEO Sanjay Mehrotra Commentary:

🔸 "Micron delivered record revenue in fiscal Q3, driven by all-time-high DRAM revenue and near 50% QoQ HBM growth. Data center revenue more than doubled YoY, reaching a quarterly record. We are on track for record revenue and strong free cash flow in FY25."


🔸 "We’re investing strategically to maintain technology leadership and meet surging AI memory demand."

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