文章核心观点 - 美光科技(Micron)在2024年8月季度实现了93.3%的营收同比增长,达到77.5亿美元,超出市场预期[1] - 美光科技的每股收益(EPS)为1.18美元,同比去年-1.07美元,也超出市场预期[1] - 美光科技的业绩表现超出市场预期,反映了其财务健康状况[1] 按目录分类总结 营收情况 - DRAM营收为53.3亿美元,超出市场预期5.26亿美元,同比增长93.3%[2] - 其他(主要为NOR)营收为5900万美元,低于市场预期7800万美元,同比增长18%[2] - NAND营收为23.7亿美元,超出市场预期23.1亿美元,同比增长96.3%[2] 股价表现 - 过去一个月,美光科技股价下跌3.9%,低于标普500指数2%的涨幅[2] - 美光科技目前的股票评级为Zacks Rank 4(卖出),表明其短期内可能会低于整体市场[2]

Micron (MU) came out with quarterly earnings of $1.18 per share, beating the Zacks Consensus Estimate of $1.10 per share. This compares to loss of $1.07 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.27%. A quarter ago, it was expected that this chipmaker would post earnings of $0.50 per share when it actually produced earnings of $0.62, delivering a surprise of 24%.Over the last four quarters, the company has surpassed con ...

Key TakeawaysMicron Technology shares surged in extended trading Wednesday as the memory chip maker's revenue and outlook blew past expectations.The Nvidia partner reported its fiscal fourth-quarter revenue nearly doubled year-over-year, driven by "robust AI demand."CEO Sanjay Mehrotra said the company expects current-quarter revenue to reach a record high. Micron Technology (MU) shares surged in extended trading Wednesday as the company's revenue and outlook blew past expectations. The memory chip maker an ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

BOISE, Idaho, Sept. 25, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced results for its fourth quarter and full year of fiscal 2024, which ended August 29, 2024. Fiscal Q4 2024 highlights Revenue of $7.75 billion versus $6.81 billion for the prior quarter and $4.01 billion for the same period last yearGAAP net income of $887 million, or $0.79 per diluted shareNon-GAAP net income of $1.34 billion, or $1.18 per diluted shareOperating cash flow of $3.41 billion versus $2.48 billio ...

财务业绩 - 公司第四季度营收达77.5亿美元，同比增长93%[3] - 公司第四季度GAAP净利润为8.87亿美元，非GAAP净利润为13.42亿美元[3] - 公司全年营收达251.11亿美元，同比增长61.6%[4] - 公司全年GAAP净利润为7.78亿美元，非GAAP净利润为14.72亿美元[4] - 公司第一季度营收预计为87亿美元±2亿美元，毛利率预计为39.5%±1%[6] - 公司第一季度预计每股非GAAP收益为1.74美元±0.08美元[6] - 公司第四季度营业收入为27.37亿美元，同比增长[1] - 第四季度非GAAP毛利率为52.1%，同比增长[1] - 第四季度非GAAP营业利润为17.45亿美元，同比增长[1] - 第四季度非GAAP净利润为13.42亿美元，同比增长[1] - 全年营业收入为56.13亿美元，同比增长[1] - 全年非GAAP营业利润为19.35亿美元，同比增长[1] - 全年非GAAP净利润为14.72亿美元，同比增长[1] - 公司预计第一财季营收为87亿美元左右，毛利率为39.5%左右[7] - 公司预计第一财季非GAAP每股收益为1.74美元左右[7] 产品表现 - 公司数据中心DRAM和高带宽内存产品需求强劲[3] - 公司NAND收入创历史新高,主要得益于数据中心SSD销售超10亿美元[3] 未来展望 - 公司进入2025财年时具有最佳竞争优势[3] - 公司预计2025财年将创下收入和利润新纪录[3] 资产负债情况 - 公司2024财年总资产为694.16亿美元，较2023财年增加5.1%[17] - 公司2024财年总负债为242.85亿美元，较2023财年增加20.6%[18] - 公司2024财年总权益为451.31亿美元，较2023财年增加2.3%[19] - 公司2024财年营业活动产生的现金流入为85.07亿美元，较2023财年大幅增加445.5%[21] - 公司2024财年投资活动产生的现金流出为83.09亿美元，较2023财年增加34.2%[21] - 公司2024财年融资活动产生的现金流出为18.42亿美元，而2023财年为现金流入49.83亿美元[21] - 公司2023财年计提了18.31亿美元的存货跌价准备[22][23] - 公司2024财年存货跌价准备冲回0.987亿美元[23] - 公司2024财年研发费用为7.78亿美元，较2023财年基本持平[21] - 公司2024财年股票激励费用为8.33亿美元，较2023财年增加39.4%[21] - 公司全年资本支出为83.86亿美元，主要用于生产设备投资[1]

To gain an edge, this is what you need to know today.The Key To The AI TradePlease click here for a chart of Micron Technology Inc MU.Note the following:This article is about the big picture, not an individual stock.  The chart of MU stock is being used to illustrate the point.Micron is one of the three largest semiconductor memory makers in the world.The demand for high bandwidth memory for AI applications is rapidly increasing.The chart shows Micron's last two earnings and the market reaction.The chart sh ...

Micron Technology Inc MU will be reporting its fourth-quarter earnings on Wednesday. Wall Street expects $1.13 in EPS and $7.64 billion in revenues as the company reports after market hours.The stock is up 37% over the past year and14% YTD.Let’s look at what the charts indicate for Micron stock and how the stock currently maps against Wall Street estimates.Micron Stock’s Tug-of-War: Bulls Vs. Bears Ahead Of Q4 Earnings Micron stock is showing a relatively stagnant trend with slight buying pressure. Chart c ...

  Analyst Estimates for Q4 2024 Q3 2024 Q4 2023Revenue$7.65 billion$6.81 billion $4.01 billionDiluted EPS (Loss)84 cents30 cents ($1.31)Net Income (Loss)$1 billion$332 million ($1.43 billion) Key Metric: Inventory Micron has grappled with growing inventories, and Citi analysts recently lowered their price target for the stock to $150 from $175, citing its high inventory and weakness in demand for legacy memory components. However, the analysts said inventory buildup could ease by the end of the year, add ...

The memory leader reports earnings today.Artificial intelligence stocks have had a tough summer, following a tremendous run in AI-related tech stocks that began in late 2022. One key stock at the very center of the AI boom has actually lost 43% of its value from its June highs. However, some analysts see this summer's pullback as far too early for a semiconductor bear market. Rather, they think the recent drawdown is a mere mid-cycle correction, and overdone.In fact, one analyst said Monday he expects this ...