业绩总结 - 2026财年第一季度收入为136亿美元，环比增长21%，同比增长57%[48] - FQ1-26总收入为136.43亿美元，同比增长57%[74] - DRAM收入为108.12亿美元，占总收入的79%，同比增长69%[81] - NAND收入为27.43亿美元，占总收入的20%，同比增长22%[81] - 云内存业务单元(CMBU)收入为52.84亿美元，占总收入的39%，环比增长16%[54] - 核心数据中心业务单元(CDBU)收入为23.79亿美元，占总收入的17%，环比增长51%[54] - 移动客户端业务单元(MCBU)收入为42.55亿美元，占总收入的31%，环比增长13%[56] - 汽车和嵌入式业务单元(AEBU)收入为17.20亿美元，占总收入的13%，环比增长20%[56] - FQ1-26的非GAAP毛利率为56.8%[57] - FQ1-26的净收入为54.82亿美元，稀释每股收益为4.78美元[57] - GAAP净收入为5240百万美元，较上一季度增长63.8%，同比增长179.5%[88] - 非GAAP净收入为5482百万美元，较上一季度增长57.9%，同比增长169.5%[88] - 调整后EBITDA为8604百万美元，较上一季度增长42.0%，同比增长95.0%[89] - GAAP稀释每股收益为4.60美元，较上一季度增长62.5%，同比增长175.5%[90] - 非GAAP稀释每股收益为4.78美元，较上一季度增长57.8%，同比增长167.6%[90] - 经营活动提供的净现金为8411百万美元，较上一季度增长47.0%，同比增长159.5%[90] - 调整后的自由现金流为3906百万美元，较上一季度增长387.0%，同比增长3393.8%[90] - 现金及现金等价物为9731百万美元，较上一季度增长0.9%，同比增长45.5%[91] 市场展望 - 预计2026财年将实现显著的收入、毛利率和每股收益新高[8] - HBM市场的总可寻址市场（TAM）预计在2025年为350亿美元，到2028年将达到1000亿美元，年复合增长率约为40%[8] - 数据中心NAND产品在2026财年第一季度的收入超过10亿美元，显示出强劲的市场需求[28] - 预计2025年服务器单元需求将增长高达20%，高于之前的10%预期[21] - 预计2025年DRAM位需求增长将达到低20%范围，NAND位需求增长将达到高十几%范围[41] 新技术与产品 - 1-gamma DRAM节点将在2026年下半年成为DRAM位增长的主要驱动力[15] - HBM4的速度超过11 Gbps，预计将在2026年第二季度实现高产量[24] 资本支出与投资 - 公司计划将2026财年的资本支出增加至约200亿美元，主要用于支持HBM供应能力[43] 未来指导 - FQ2-26的收入指导为187亿美元±4亿美元，毛利率指导为68%±1%[71] - FQ2-26的非GAAP稀释每股收益预期为8.42美元，波动范围为0.20美元[92]

Micron Technology forecast second-quarter revenue above Wall Street estimates on Wednesday, betting on soaring demand and strong pricing for its high-bandwidth memory chips used in artificial intellig... ...

Exhibit 99.1 FOR IMMEDIATE RELEASE Contacts: Satya Kumar Mark Plungy Investor Relations Media Relations satyakumar@micron.com mplungy@micron.com (408) 450-6199 (408) 203-2910 "In fiscal Q1, Micron delivered record revenue and significant margin expansion at the company level and also in each of our business units," said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. "Our Q2 outlook reflects substantial records across revenue, gross margin, EPS and free cash flow, and we anticipate our bu ...

公司财务表现 - 美光第一财季调整后营收为136.4亿美元 [1] - 该季度营收超出市场预期，分析师此前预期为129.5亿美元 [1]

BOISE, Idaho, Dec. 17, 2025 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced results for its first quarter of fiscal 2026, which ended November 27, 2025. Fiscal Q1 2026 highlights Revenue of $13.64 billion versus $11.32 billion for the prior quarter and $8.71 billion for the same period last yearGAAP net income of $5.24 billion, or $4.60 per diluted shareNon-GAAP net income of $5.48 billion, or $4.78 per diluted shareOperating cash flow of $8.41 billion versus $5.73 billion for the p ...

We're off ahead of these numbers, but a lot of optimism baked into Micron and memory makers right now. Absolutely. And the price shows it.And there is a pattern to Micron's earnings, right, that, oh, maybe a month before people. And it's probably in reaction to Micron's customers talking about what they're buying from Micron the stock generally. And when things are good.This is a very cyclical stock, but when things are good, things are very, very good for Micron. And I think in the short term things are go ...

Micron Technology ( NASDAQ:MU ) is scheduled to release its fiscal first-quarter earnings today after the market closes, and Wall Street is expecting nothing short of spectacular. ...

Micron Technology Inc.'s (NASDAQ:MU) stock is sliding into first quarter earnings — not because the AI memory story is cracking, but because expectations have finally caught up. After a 166% year-to-date rally, MU is coming off its highs, down nearly 9% over the past five days, setting up what may be the most consequential quarter of the cycle.Track MU stock here.This isn't Micron's biggest quarter because of its size — it's the biggest because it's the first time the AI-memory thesis must show up clearly i ...

Welcome to Morning Brief presented by Robin Hood, the home to commission free [music] trading. I'm Julie Hyman. Here's what we're watching today.First up, OpenAI is in talks to [music] raise $10 billion from Amazon. We'll have more on that report and what Amazon seeks to gain from that deal. Plus, as Micron prepares [music] to deliver its earnings after the bell, we'll break down the true cost of the artificial intelligence [music] buildout.And oil prices rebound after President Trump issues a complete bloc ...

So, let's get to KG on some of these top headlines and see what is driving the price action. And let's start with crude because we of course are tracking Trump's lines this morning about a blockade of these Venezuelan oil tankers. Just talk us through the significance of that story and the impact we're seeing on the markets this morning.KJ, >> yeah, you are seeing crude up about 1.3% so far. We actually did see a pullback here a tad bit. I mean the the supply glut narrative that's taking place in the market ...