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Micron (MU)
NASDAQ:MU
Earnings Data
Report Date
Jun 25, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
1.58Last Year’s EPS
0.62Same Quarter Last Year
Strong Buy
Based on 23 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Mar 20, 2025
|% Change Since: -4.56%
|Next Earnings Date:Jun 25, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance in DRAM, particularly in the data center segment, with record revenues and advancements in technology. However, challenges in the NAND market and pressure on gross margins indicate some areas of concern. Despite these challenges, the company's outlook remains positive with expected record revenues in the coming quarter.Company Guidance
During Micron's Second Quarter 2025 Financial Call, the company provided positive financial guidance and key performance metrics. Micron achieved record revenues in data center DRAM, with HBM revenue growing over 50% sequentially, surpassing $1 billion for the quarter. The company continues to hold its leading position in DRAM technology with the launch of its 1-gamma node, achieving a 20% power reduction, 15% better performance, and over 30% improvement in bit density compared to its 1-beta DRAM. The outlook for fiscal Q3 is promising, with expected revenue of $8.8 billion and EPS of $1.57, driven by shipment growth in both DRAM and NAND. Micron anticipates maintaining its DRAM and NAND market share in calendar 2025, with DRAM bit demand growth projected in the mid- to high teens percentage range. Additionally, the company is on track to increase its HBM market share to align with its overall DRAM supply share by calendar Q4 2025, with strong demand expected to continue into 2026.Record Data Center DRAM Revenue
Data center DRAM revenue reached a new record in fiscal Q2, supported by strong demand for high-capacity DRAM modules and LPDRAM.
HBM Revenue Growth
HBM revenue grew more than 50% sequentially, reaching over $1 billion in quarterly revenue, with shipments ahead of plans.
Advancements in DRAM Technology
Launched 1-gamma node with significant improvements: 20% lower power, 15% better performance, and over 30% improvement in bit density compared to 1-beta DRAM.
Capital Investments and Facility Expansion
Broke ground on an HBM advanced packaging facility in Singapore and completed a construction milestone for a new DRAM fab in Idaho.
Strong Financial Performance
Fiscal Q2 revenue was $8.1 billion, up 38% year-over-year. DRAM revenue increased by 47% year-over-year.
Positive Outlook for Fiscal Q3
Expected record revenue in fiscal Q3 driven by shipment growth in both DRAM and NAND, with projected revenue of $8.8 billion.
MU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 20, 2025 | $102.87 | $94.60 | -8.04% |
Dec 18, 2024 | $103.63 | $86.86 | -16.18% |
Sep 25, 2024 | $95.41 | $109.47 | +14.74% |
Jun 26, 2024 | $141.71 | $131.62 | -7.12% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Micron (MU) report earnings?
Micron (MU) is schdueled to report earning on Jun 25, 2025, TBA Not Confirmed.
What is Micron (MU) earnings time?
Micron (MU) earnings time is at Jun 25, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MU EPS forecast?
MU EPS forecast for the fiscal quarter 2025 (Q3) is 1.58.
