Micron Technology Inc. (MTE)
Summary
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Micron Technology, Inc. (MU) Q1 2026 Earnings Call Transcript
Micron Technology, Inc. ( MU ) Q1 2026 Earnings Call December 17, 2025 4:30 PM EST Company Participants Satya Kumar - Corporate VP of Investor Relations & Treasurer Sanjay Mehrotra - CEO, President & Chairman Mark Murphy - Executive VP & CFO Conference Call Participants Timothy Arcuri - UBS Investment Bank, Research Division Christopher Muse - Cantor Fitzgerald & Co., Research Division Harlan Sur - JPMorgan Chase & Co, Research Division Thomas O'Malley - Barclays Bank PLC, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Christopher Danely - Citigroup Inc., Research Division Vivek Arya - BofA Securities, Research Division Presentation Operator Thank you for standing by, and welcome to Micron's First Quarter 2026 Financial Call. [Operator Instructions] As a reminder, today's program is being recorded.
Micron Technology, Inc. (MU) Q1 2026 Earnings Call Transcript
Micron Technology, Inc. (MU) Q1 2026 Earnings Call Transcript
Micron (MU) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Micron (MU) give a sense of how its business performed in the quarter ended November 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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Micron Technology Inc. Profile
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Sanjay Mehrotra CEO | XMUN Exchange | US5951121038 ISIN |
| US Country | 48,000 Employees | 3 Oct 2025 Last Dividend | 2 May 2000 Last Split | 1 Jun 1984 IPO Date |
Overview
Micron Technology, Inc. is a global leader in the design, development, manufacture, and sale of memory and storage products. Founded in 1978 and based in Boise, Idaho, Micron operates through four main business units: Compute and Networking Business Unit, Mobile Business Unit, Embedded Business Unit, and Storage Business Unit. The company's products play integral roles across various markets, including cloud server, enterprise and client computing, graphics, networking, industrial, automotive, smartphone, and other mobile devices. Micron markets its products globally through a combination of direct sales forces, independent sales representatives, distributors, and retailers. It also utilizes a web-based direct sales channel, alongside channel and distribution partners, under the Micron and Crucial brands, as well as private labels.
Products and Services
- Dynamic Random Access Memory (DRAM):
These semiconductor devices are known for their low latency, offering high-speed data retrieval. They are used across various applications, including cloud server, enterprise, client computing, graphics, networking, and automotive markets.
- Non-Volatile Memory:
This category includes both re-writable semiconductor storage devices and re-writable semiconductor memory devices that offer fast read speeds. These products are critical for smartphone and other mobile-device markets, providing persistent data storage.
- Solid State Drives (SSDs) and Component-Level Solutions:
Micron offers SSDs and component-level storage solutions for the enterprise and cloud, client, and consumer storage markets. These products are essential for enhancing data storage capabilities and performance in various computing environments.
- Discrete Storage Products:
The company provides discrete storage products in components and wafers. These products cater to the specific needs of the automotive, industrial, and consumer markets, where tailored storage solutions are often required.
- Memory and Storage Products for Specialized Markets:
Micron's memory and storage solutions also extend to automotive, industrial, and consumer markets, demonstrating the company's versatile application of its technologies to meet the diverse needs of these sectors.
