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Aug 29, 2024

Micron Q4 2024 Earnings Report

Micron's Q4 2024 financial results were reported, demonstrating significant year-over-year revenue growth driven by AI demand and record NAND revenue.

Key Takeaways

Micron Technology, Inc. announced strong Q4 fiscal 2024 results, with a 93% year-over-year revenue increase. The company achieved record data center revenue and NAND revenue, driven by robust AI demand and data center SSD sales exceeding $1 billion. Micron is entering fiscal 2025 with a positive outlook, forecasting record revenue in Q1 and significantly improved profitability throughout the year.

Revenue reached $7.75 billion, compared to $4.01 billion in the same period last year.

GAAP net income was $887 million, or $0.79 per diluted share.

Non-GAAP net income was $1.34 billion, or $1.18 per diluted share.

Operating cash flow was $3.41 billion, a substantial increase from $249 million in the same period last year.

Total Revenue
$7.75B
Previous year: $4.01B
+93.3%
EPS
$1.18
Previous year: -$1.07
-210.3%
Gross Profit
$2.74B
Previous year: -$435M
-729.2%
Cash and Equivalents
$7.04B
Previous year: $8.58B
-17.9%
Free Cash Flow
$323M
Previous year: -$758M
-142.6%
Total Assets
$69.4B
Previous year: $64.3B
+8.0%

Micron

Micron

Forward Guidance

Micron provided guidance for the first quarter of fiscal year 2025, projecting revenue of $8.70 billion ± $200 million, a gross margin of 38.5% ± 1.0% (GAAP) or 39.5% ± 1.0% (Non-GAAP), operating expenses of $1.211 billion ± $15 million (GAAP) or $1.085 billion ± $15 million (Non-GAAP), and diluted earnings per share of $1.54 ± $0.08 (GAAP) or $1.74 ± $0.08 (Non-GAAP).

Positive Outlook

  • Revenue is expected to be $8.70 billion ± $200 million.
  • Gross margin is projected at 38.5% ± 1.0% (GAAP) or 39.5% ± 1.0% (Non-GAAP).
  • Operating expenses are estimated to be $1.211 billion ± $15 million (GAAP) or $1.085 billion ± $15 million (Non-GAAP).
  • Diluted earnings per share are forecasted at $1.54 ± $0.08 (GAAP).
  • Diluted earnings per share are forecasted at $1.74 ± $0.08 (Non-GAAP).