Micron Technology, Inc. (MU.US) Fiscal Year 2026 Third Quarter Earnings Conference Call
Live time: Jun 24, 2026 20:30
Micron Technology, Inc. (MU.US) Fiscal Year 2026 Third Quarter Earnings Conference Call
Live time: 06/24/2026 20:30:00
美光科技公司 (MU.US) 2026 财年第三季度业绩电话会
Summary
03:35
CEO Sanjay Mehrotra Market Overview
Sanjay Mehrotra discusses expected continuation of market tightness in DRAM and NAND supply through 2027 and potential structural shifts caused by AI in storage and memory industries.
07:42
CEO Sanjay Mehrotra SCA Development
Sanjay Mehrotra announces the completion of 16 Strategic Customer Agreements (SCA), encompassing data center, consumer, and automotive markets, representing 50% of revenue coverage by 2030.
15:40
CFO Mark Murphy Q3 Financial Performance
Mark Murphy reports fiscal Q3 revenue of $41.5 billion, a record achievement, with a 74% QoQ growth driven by DRAM and NAND price increases, achieving a gross margin of 84.9%.
31:11
CFO Mark Murphy Fiscal Q4 Guidance
Mark Murphy provides guidance of $50 billion ± $10 billion revenue for fiscal Q4, with an expected gross margin of 86% and record EPS of $31 ± $1.
34:48
Q&A — Analyst: Timothy Arcuri (UBS)
CEO Sanjay explains that SCA covers 20% of DRAM and 30% of NAND volumes, with RPO commitments projecting $100B revenue, though actual revenue is expected to exceed these contractual figures.
40:52
Q&A — Analyst: Joseph Moore (Morgan Stanley)
CFO Mark elaborates on the role of customer deposits held as part of SCAs, emphasizing their visibility benefits for investment decisions and their return later during agreement periods.
49:24
Q&A — Analyst: Vivek Arya (Bank of America)
CFO Mark highlights DRAM and NAND price trajectories under SCAs, emphasizing gross margins set to remain historically high due to these multi-year agreements.
Related Notices
Recent Live Streams
Micron Technology, Inc. (MU.US) Fiscal Year 2026 Fourth Quarter Earnings Conference Call
Live Assistant
Micron Technology, Inc. (MU.US) Fiscal Year 2026 Second Quarter Earnings Conference Call
Live Assistant
Micron Technology, Inc. (MU.US) Fiscal Year 2026 First Quarter Earnings Conference Call
Live Assistant
Risk Disclaimer: The content on this page represents the author's personal opinions for general information purposes only and should not be used as a basis for any specific investment, business or commercial decision. It does not represent the position of Longbridge, and the platform makes no guarantees or commitments regarding the authenticity, accuracy or originality of the above content.