Micron Technology · 2025-06-25
Micron Technology (MU) Q3 FY2025财报发布：AI 内存需求、HBM、毛利率与现金流是主线
Revenue was $9.30B versus $8.05B in the prior quarter and $6.81B a year earlier.; GAAP diluted EPS was $1.68 and non-GAAP diluted EPS was $1.91.; Operating cash flow was $4.61B versus $3.94B in the prior quarter.; Management tied the quarter to AI data-center demand and stronger memory fundamentals.
Revenue was $9.30B versus $8.05B in the prior quarter and $6.81B a year earlier.
GAAP diluted EPS was $1.68 and non-GAAP diluted EPS was $1.91.
Operating cash flow was $4.61B versus $3.94B in the prior quarter.
Management tied the quarter to AI data-center demand and stronger memory fundamentals.
已披露数据
MU 这季真正改变的是定价权
Revenue was $9.30B versus $8.05B in the prior quarter and $6.81B a year earlier.
SnowballHare 解读：这份财报要看 AI 内存是否把周期复苏推成短缺定价，尤其是 HBM、DRAM 价格、毛利率与自由现金流。
GAAP diluted EPS was $1.68 and non-GAAP diluted EPS was $1.91.
SnowballHare 解读：这份财报要看 AI 内存是否把周期复苏推成短缺定价，尤其是 HBM、DRAM 价格、毛利率与自由现金流。
Operating cash flow was $4.61B versus $3.94B in the prior quarter.
SnowballHare 解读：这份财报要看 AI 内存是否把周期复苏推成短缺定价，尤其是 HBM、DRAM 价格、毛利率与自由现金流。
Management tied the quarter to AI data-center demand and stronger memory fundamentals.
SnowballHare 解读：这份财报要看 AI 内存是否把周期复苏推成短缺定价，尤其是 HBM、DRAM 价格、毛利率与自由现金流。
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