Micron Technology · 2025-06-25
Micron Technology (MU) Q3 FY2025財報發布：AI 記憶體需求、HBM、毛利率與現金流是主線
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.
已披露資料
MU 這季真正改變的是定價權
Revenue was $9.30B versus $8.05B in the prior quarter and $6.81B a year earlier.
SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
GAAP diluted EPS was $1.68 and non-GAAP diluted EPS was $1.91.
SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
Operating cash flow was $4.61B versus $3.94B in the prior quarter.
SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
Management tied the quarter to AI data-center demand and stronger memory fundamentals.
SnowballHare 解讀：這份財報要看 AI 記憶體是否把週期復甦推成短缺定價，尤其是 HBM、DRAM 價格、毛利率與自由現金流。
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