Micron Technology, Inc. (NASDAQ:MU ) Q3 2025 Post Earnings Analyst Conference Call June 25, 2025 6:00 PM ET Company Participants Manish H. Bhatia - Executive Vice President of Global Operations Mark J.
Micron Technology, Inc. (NASDAQ:MU ) Q3 2025 Earnings Conference Call June 25, 2025 4:30 PM ET Company Participants Mark J. Murphy - Executive VP & CFO Sanjay Mehrotra - CEO, President & Chairman Satya Kumar - Corporate VP of Investor Relations & Treasurer Conference Call Participants Christopher Caso - Wolfe Research, LLC Christopher James Muse - Cantor Fitzgerald & Co., Research Division Harlan L.
Micron Technology, Inc. Q3 '25 report confirmed that it's all about DRAM, and that's a good thing with DRAM content growing substantially with AI servers and benefiting from an upcoming PC refresh cycle. Management is guiding for their HBM share to match their DRAM market share, which means roughly 24.3% of the market. Better pricing should continue to support gross margins, which expanded this quarter sequentially.
Although the revenue and EPS for Micron (MU) give a sense of how its business performed in the quarter ended May 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Micron (MU) came out with quarterly earnings of $1.91 per share, beating the Zacks Consensus Estimate of $1.59 per share. This compares to earnings of $0.62 per share a year ago.
Micron Technology, Inc. reported Q3 earnings after the close Wednesday. The stock is up around 4% as investors process continued strength in DRAM and recovery in NAND. MU remains in a strong position going into Q4 2025 and FY2026 due to tight inventories and favorable pricing.
Micron Technology Inc.'s earnings results for the May quarter came in above Wall Street's expectations Wednesday, as demand for artificial-intelligence chips boosts sales for its high-bandwidth memory chips.
Micron Technology (MU) reported record quarterly revenue as data center sales more than doubled year-over-year on AI-driven demand.
Micron beat on the top and bottom lines for the fiscal third quarter. The stock rose in extended trading.
Micron Technology Inc (NASDAQ:MU) shares moved higher afterhours as the firm specializing in memory solutions reported fiscal third quarter earnings that exceeded Wall Street estimates. Revenue for the three-month period ending May 29 was $9.3 billion, up from $6.81 billion in the year-ago quarter and ahead of estimates of $8.9 billion.
Micron Technology forecast fourth-quarter revenue above Wall Street estimates on Wednesday, betting on robust demand for its memory chips used for artificial intelligence hardware in data centers.
Micron (MU) has recovered significantly alongside other chip stocks after tapping 2-year lows last April. Nick Raich says a "beat doesn't matter" in earnings, suggesting the company needs a raise and other strong indicators of A.I.