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May 30, 2024

Micron Q3 2024 Earnings Report

Micron's Q3 2024 performance was driven by robust AI demand and strong execution, exceeding revenue guidance.

Key Takeaways

Micron Technology, Inc. reported Q3 2024 results with revenue of $6.81 billion, GAAP net income of $332 million ($0.30 per diluted share), and non-GAAP net income of $702 million ($0.62 per diluted share). The company's performance was boosted by strong AI demand, particularly in the data center sector, and gains in high-margin products.

Revenue reached $6.81 billion, surpassing the prior quarter's $5.82 billion and the prior year's $3.75 billion.

GAAP net income was $332 million, or $0.30 per diluted share.

Non-GAAP net income was $702 million, or $0.62 per diluted share.

Operating cash flow was $2.48 billion, significantly higher than the prior quarter's $1.22 billion and the prior year's $24 million.

Total Revenue
$6.81B
Previous year: $3.75B
+81.5%
EPS
$0.62
Previous year: -$1.43
-143.4%
Gross Profit
$1.83B
Previous year: -$668M
-374.3%
Cash and Equivalents
$7.59B
Previous year: $9.3B
-18.3%
Free Cash Flow
$425M
Previous year: -$1.36B
-131.3%
Total Assets
$66.3B
Previous year: $65.7B
+0.9%

Micron

Micron

Forward Guidance

Micron provides guidance for Q4 2024, projecting revenue of $7.60 billion ± $200 million, a GAAP gross margin of 33.5% ± 1.0%, and GAAP diluted earnings per share of $0.61 ± $0.08.

Positive Outlook

  • Revenue is expected to be $7.60 billion ± $200 million.
  • Gross margin is projected to be 33.5% ± 1.0% on a GAAP basis and 34.5% ± 1.0% on a non-GAAP basis.
  • Operating expenses are estimated to be $1.19 billion ± $15 million on a GAAP basis and $1.06 billion ± $15 million on a non-GAAP basis.
  • Diluted earnings per share are forecasted to be $0.61 ± $0.08 on a GAAP basis and $1.08 ± $0.08 on a non-GAAP basis.
  • The guidance reflects continued strong demand and improved market conditions.

Challenges Ahead

  • The guidance is subject to various risks and uncertainties.
  • Potential business combinations, divestitures, and restructuring activities could impact results.
  • Balance sheet valuation adjustments may affect financial performance.
  • Strategic investments and financing transactions could influence outcomes.
  • The timing and impact of significant transactions are dependent on future events that may be uncertain or outside of Micron's control.