Micron Technology, Inc. (MU) Q4 2025 Earnings Call Transcript


Q4: 2025-09-23 Earnings Summary

EPS of $3.03 beats by $0.17

 | Revenue of $11.32B (46.00% Y/Y) beats by $159.82M

Micron Technology, Inc. (NASDAQ:MU) Q4 2025 Earnings Call September 23, 2025 4:30 PM EDT

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
Vivek Arya – BofA Securities, Research Division
Christopher Muse – Cantor Fitzgerald & Co., Research Division
Harlan Sur – JPMorgan Chase & Co, Research Division
Sreekrishnan Sankarnarayanan – TD Cowen, Research Division

Presentation

Operator

Thank you for standing by, and welcome to Micron Technologies Fiscal Fourth Quarter 2025 Financial Conference Call. [Operator Instructions]

I would now like to hand the call over to Satya Kumar, Investor Relations. Please go ahead.

Satya Kumar
Corporate VP of Investor Relations & Treasurer

Thank you, and welcome to Micron Technologies Fiscal Fourth Quarter 2025 Financial Conference Call. On the call with me today are Sanjay Mehrotra, our Chairman and President and CEO; and Mark Murphy, our CFO. Today’s call is being webcast from our Investor Relations site at investors.micron.com including audio and slides. In addition, the press release detailing our quarterly results has been posted on the website, along with prepared remarks for this call.

Today’s discussion contains forward-looking statements that are subject to risks and uncertainties. These forward-looking statements include statements regarding our future financial and operating performance, including our guidance as well as trends and expectations in our business, market, industry and regulatory and other matters. These statements are based on our current assumptions, and we assume no obligation to update these statements. Please refer to our most recent financial report on Form 10-K and our other filings with the SEC for more information on the risks and uncertainties that could cause actual results to differ materially from expectations.

Today’s discussion of financial results is



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