Micron Reports $25.11 EPS Beat, Guides $50B for Next Quarter
MU•Micron delivered adjusted EPS of $25.11 on $41.46 billion revenue, beating $20.83 EPS and $35.85 billion revenue estimates and quadrupling year-over-year sales from $9.30 billion. It guided next-quarter revenue to $50 billion ±$1 billion, forecasted an 86% gross margin and disclosed multi-year DRAM and NAND supply agreements.
1. Earnings Beat and Growth
Micron posted adjusted EPS of $25.11 versus $20.83 consensus and generated $41.46 billion in revenue, up from $9.30 billion a year earlier, driven by surging AI memory demand.
2. Robust Next-Quarter Guidance
The company set next-quarter revenue guidance at $50 billion ±$1 billion, exceeding the $42.5 billion analyst view, and projected an 86% gross margin as pricing and production efficiencies improve.
3. Strategic Multi-Year Contracts
Micron secured multi-year customer agreements covering large portions of its DRAM and NAND businesses, locking in supply commitments to support an extended AI-driven memory cycle.
