MICRON
Revenue: $54.23B vs ~ $51.07B expected
Adjusted EPS: $33.42 vs $31.61 expected
Next quarter: Micron targets $61.5B in revenue, above the ~ $57B expected.
Demand for HBM memory for data centers remains extremely strong, and Micron’s long-term customer commitments have increased from $22B to $32B.
AI doesn’t just consume GPUs… it also devours memory.
$MU $NVDA $NVDAB
#micronbeatsearningsliftsguidance
Revenue: $54.23B vs ~ $51.07B expected
Adjusted EPS: $33.42 vs $31.61 expected
Next quarter: Micron targets $61.5B in revenue, above the ~ $57B expected.
Demand for HBM memory for data centers remains extremely strong, and Micron’s long-term customer commitments have increased from $22B to $32B.
AI doesn’t just consume GPUs… it also devours memory.
$MU $NVDA $NVDAB
#micronbeatsearningsliftsguidance
