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Micron (MU)
NASDAQ:MU
US Market

Micron (MU) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Sep 25, 2025
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
2.46
Last Year’s EPS
1.18
Same Quarter Last Year
Based on 23 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Jun 25, 2025|
% Change Since: -1.96%|
Earnings Call Sentiment|Positive
The earnings call was overwhelmingly positive with record-breaking revenues, significant growth in the data center segment, and strategic investments positioning Micron well for future growth. Despite some challenges in NAND pricing and tariff-related concerns, the achievements and financial performance overshadowed these issues.
Company Guidance -
Q3 2025
During Micron's Fiscal Third Quarter 2025 financial call, the company reported record revenue of $9.3 billion, marking a 15% sequential increase and a 37% year-over-year growth. Key metrics exceeded the high end of guidance ranges, with gross margin at 39% and EPS at $1.91. DRAM revenue reached $7.1 billion, up 51% year-over-year, driven by a nearly 50% sequential growth in HBM revenue. NAND revenue was $2.2 billion, with significant growth in data center SSDs. Looking ahead, Micron anticipates a robust demand environment, projecting a 15% sequential revenue increase to a record $10.7 billion at guidance midpoint for fiscal Q4. The company is investing approximately $200 billion in U.S. manufacturing and R&D over the next 20 years to support AI-driven innovation, with plans to build a second memory fab in Idaho and expand its Manassas, Virginia, facility.
Record-Breaking Revenue and Growth
Micron delivered record revenue in fiscal Q3 2025, with revenue reaching $9.3 billion, up 15% sequentially and 37% year-over-year.
Data Center Segment Surge
Data center revenue more than doubled year-over-year and reached a record level, driven by strong growth and share gains in HBM and robust performance by high-capacity DIMMs and low-power server DRAM products.
Strong Financial Performance
Gross margin reached 39%, up 110 basis points sequentially, and non-GAAP EPS was $1.91, a 22% sequential growth and over 200% increase year-over-year.
Strategic Investment Plans
Micron announced plans to invest approximately $200 billion in the U.S., including $150 billion in manufacturing and $50 billion in R&D over the next 20-plus years.
HBM and DRAM Technology Advancements
Micron made excellent progress on the 1-gamma DRAM technology node, achieving a 30% improvement in bit density, more than 20% lower power consumption, and up to 15% higher performance compared to 1-beta DRAM.
Record DRAM Revenue
DRAM revenue reached $7.1 billion, up 51% year-over-year, driven by a nearly 50% sequential increase in HBM revenue.

Micron (MU) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

MU Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Sep 25, 2025
2025 (Q4)
2.46 / -
1.18
Jun 25, 2025
2025 (Q3)
1.60 / 1.91
0.62208.06% (+1.29)
Mar 20, 2025
2025 (Q2)
1.43 / 1.56
0.42271.43% (+1.14)
Dec 18, 2024
2025 (Q1)
1.76 / 1.79
-0.95288.42% (+2.74)
Sep 25, 2024
2024 (Q4)
1.12 / 1.18
-1.07210.28% (+2.25)
Jun 26, 2024
2024 (Q3)
0.48 / 0.62
-1.43143.36% (+2.05)
Mar 20, 2024
2024 (Q2)
-0.25 / 0.42
-1.91121.99% (+2.33)
Dec 20, 2023
2024 (Q1)
-1.00 / -0.95
-0.04-2275.00% (-0.91)
Sep 27, 2023
2023 (Q4)
-1.14 / -1.07
1.45-173.79% (-2.52)
Jun 28, 2023
2023 (Q3)
-1.61 / -1.43
2.59-155.21% (-4.02)
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
Jun 25, 2025
$127.25$126.00-0.98%
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%
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 Sep 25, 2025, After Close (Confirmed).
    What is Micron (MU) earnings time?
    Micron (MU) earnings time is at Sep 25, 2025, After Close (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 (Q4) is 2.46.

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