ExcitedBull
讚了
Key Takeaways (AI-Generated)
Financial Performance
- Record Q3 revenue of $41.5 billion, up 74% sequentially and 346% year-over-year
- Record gross margin of 84.9%, up 10 percentage points sequentially
- Record non-GAAP EPS of $25.11, up 106% sequentially
- Record free cash flow of $18.3 billion in Q3
Business Highlights
- Signed 16 Strategic Customer Agreements representing ~20% of DRAM volume and 1/3 of NAND volume
- Data center revenue exceeded $25 bil...
Financial Performance
- Record Q3 revenue of $41.5 billion, up 74% sequentially and 346% year-over-year
- Record gross margin of 84.9%, up 10 percentage points sequentially
- Record non-GAAP EPS of $25.11, up 106% sequentially
- Record free cash flow of $18.3 billion in Q3
Business Highlights
- Signed 16 Strategic Customer Agreements representing ~20% of DRAM volume and 1/3 of NAND volume
- Data center revenue exceeded $25 bil...
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ExcitedBull
讚了
$美光科技 (MU.US)$ 美光科技（MU.US）：與Anthropic達成戰略合作，AI基礎設施價值重估推動創紀錄的盈利預期
正與Anthropic共同開發AI內存和存儲底層系統，簽署長期供應協議並參與Anthropic融資，以提升AI模型訓練性能和能效。多家機構已上調目標價，預計第三季度盈利同比增長近1000%……
正與Anthropic共同開發AI內存和存儲底層系統，簽署長期供應協議並參與Anthropic融資，以提升AI模型訓練性能和能效。多家機構已上調目標價，預計第三季度盈利同比增長近1000%……
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ExcitedBull
預約了直播
$美光科技 (MU.US)$
美光2026財年第三季度 業績電話會定於 6月24日下午4:30（美國東部時間）/ 6月25日凌晨4:30（新加坡時間）/ 6月25日上午6:30（澳大利亞東部標準時間）立即訂閱以加入與管理層的現場業績電話會！
超出預期還是未達到預期？
你對 美光第三季度 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
美光2026財年第三季度 業績電話會定於 6月24日下午4:30（美國東部時間）/ 6月25日凌晨4:30（新加坡時間）/ 6月25日上午6:30（澳大利亞東部標準時間）立即訂閱以加入與管理層的現場業績電話會！
超出預期還是未達到預期？
你對 美光第三季度 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Micron 2026財年第三季度業績電話會議
06/25 04:30
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