$MU crushed Q4 — revenue hit $54.23B vs $51.49B expected, gross margin at 87% (above the 86.2% estimate), and adjusted EPS came in at $33.42 vs $31.83 consensus.
Q1 guidance shows gross margin around 86.3%, slightly below the 86.7% estimate. Still, these are strong numbers — memory demand staying resilient even as the broader market debates AI capex sustainability.
Worth watching how this plays into the semiconductor narrative heading into year-end.
Q1 guidance shows gross margin around 86.3%, slightly below the 86.7% estimate. Still, these are strong numbers — memory demand staying resilient even as the broader market debates AI capex sustainability.
Worth watching how this plays into the semiconductor narrative heading into year-end.