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Aug 28, 2025
Micron Q4 2025 Earnings Report
Micron delivered record Q4 2025 results with strong revenue growth and profitability driven by AI data center demand.
Key Takeaways
Micron reported record Q4 2025 revenue of $11.32B and net income of $3.20B, with EPS of $2.83. Non-GAAP EPS reached $3.03. Results were fueled by AI-driven demand, boosting margins and operating cash flow.
Revenue grew to $11.32B in Q4 2025.
Net income reached $3.20B with EPS of $2.83.
Operating cash flow surged to $5.73B.
Record performance driven by AI data center growth.
Revenue by Segment
Forward Guidance
Micron guided for Q1 2026 revenue of $12.5B ± $300M with gross margins above 50% and EPS between $3.56 and $3.75.
Positive Outlook
- Revenue expected at $12.5B ± $300M
- Gross margin forecast at 50.5%–51.5%
- Operating expenses tightly managed
- EPS projected between $3.56 and $3.75
- Strong AI-driven demand continuing
Challenges Ahead
- Guidance subject to macroeconomic risks
- Competition in memory markets remains high
- Capex investments remain elevated
- Potential volatility in demand cycles
- Exposure to geopolitical and supply chain uncertainties
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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