"Revenue rocketed 46% year-over-year to a record $11.32 billion, surpassing Wall Street's $11.22 billion estimate, while adjusted EPS hit $3.03 against the expected $2.86. GAAP net income soared to $3.20 billion, capping a fiscal year where total revenue reached $37.38 billion - up dramatically from $25.11 billion in fiscal 2024. The standout story was the data center segment, which exploded to 56% of total revenue with blistering 52% gross margins fueled by insatiable AI demand. CEO Sanjay Mehrotra declared, "AI-driven demand is accelerating, and industry DRAM supply is tight.""
"While Nvidia ( NASDAQ:NVDA ) grabs headlines as the undisputed king of AI compute with its graphics processing units (GPUs) powering everything from ChatGPT to autonomous vehicles, Micron carves a different, equally vital niche: memory. NVIDIA designs and sells the "brains" that crank massive datasets at lightning speed, commanding sky-high 73% gross margins on its data center revenue, which hit $41.1 billion in its last quarter alone. But those GPUs are memory hogs - AI models like large language processors guzzle terabytes of data, requiring ultra-fast, high-capacity storage to avoid bottlenecks."
Micron Technology reported fiscal Q4 2025 revenue of $11.32 billion, a 46% year-over-year increase, and adjusted EPS of $3.03. GAAP net income reached $3.20 billion, bringing fiscal 2025 revenue to $37.38 billion versus $25.11 billion in fiscal 2024. The data-center business represented 56% of total revenue with 52% gross margins driven by robust AI demand. Management guided fiscal Q1 2026 revenue of $12.5 billion, a 47% year-over-year rise, and expects margins above 50%. Shares dipped about 4% intraday despite the results. Micron specializes in DRAM and memory solutions that support AI workloads requiring high-capacity, high-speed storage.
Read at 24/7 Wall St.
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