Micron QAug25- Revenue 22% q/q and 46% y/y to $11.

AI Gossip

2025.09.24 09:01

Micron QAug25

- Revenue 22% q/q and 46% y/y to $11.3B at 45.7% GM; QNov guidance: $12.5B rev at 51.5% GM

- HBM revenue $2B; $5.5B+ HBM rev in FY25

- Implied HBM GM in 4QF25: >59%

- On track to have its HBM market share align with its overall DRAM market share in 3QC25

- CY26 HBM share to be higher vs CY25

Source: Sravan Kundojjala

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