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Nov 28, 2024

Micron Q1 2025 Earnings Report

Micron delivered a record fiscal Q1 revenue, driven by strong AI demand. Data center revenue grew over 40% sequentially and over 400% year over year.

Key Takeaways

Micron Technology, Inc. announced record revenue of $8.71 billion for its first quarter of fiscal 2025, driven by strong AI demand and data center revenue growth. The company reported GAAP net income of $1.87 billion, or $1.67 per diluted share, and non-GAAP net income of $2.04 billion, or $1.79 per diluted share.

Micron delivered a record quarter with revenue of $8.71 billion.

Data center revenue surpassed 50% of total revenue for the first time, growing over 40% sequentially and over 400% year over year.

GAAP net income was $1.87 billion, or $1.67 per diluted share.

Non-GAAP net income was $2.04 billion, or $1.79 per diluted share.

Total Revenue
$8.71B
Previous year: $4.73B
+84.3%
EPS
$1.79
Previous year: -$0.95
-288.4%
Gross Profit
$3.35B
Previous year: -$35M
-9665.7%
Cash and Equivalents
$6.69B
Previous year: $8.08B
-17.1%
Free Cash Flow
$112M
Previous year: -$333M
-133.6%
Total Assets
$71.5B
Previous year: $63.8B
+12.0%

Micron

Micron

Forward Guidance

Micron's guidance for the second quarter of 2025 includes revenue of $7.90 billion ± $200 million, GAAP gross margin of 37.5% ± 1.0%, non-GAAP gross margin of 38.5% ± 1.0%, GAAP diluted earnings per share of $1.26 ± $0.10, and non-GAAP diluted earnings per share of $1.43 ± $0.10.

Positive Outlook

  • Revenue of $7.90 billion ± $200 million
  • Gross margin of 37.5% ± 1.0%
  • Gross margin of 38.5% ± 1.0%
  • Operating expenses of $1.24 billion ± $15 million
  • Diluted earnings per share of $1.26 ± $0.10

Challenges Ahead

  • Operating expenses of $1.10 billion ± $15 million
  • Diluted earnings per share of $1.43 ± $0.10