Micron Q3 Earnings: Revenue Beat, EPS Beat, Q4 Earnings Guidance, 'Expanding AI-Driven Opportunities Ahead' And More
Micron Q3 Earnings: Revenue Beat, EPS Beat, Q4 Earnings Guidance, 'Expanding AI-Driven Opportunities Ahead' And More
Micron Technology Inc (NASDAQ:MU) reported financial results for the third quarter after the market close on Wednesday. Here's a rundown of the report.
美光科技公司 (NASDAQ:MU)在週三收盤後發佈了第三季度財務報告。以下是報告摘要。
Micron Q3 Earnings: Micron reported third-quarter revenue of $6.81 billion, beating the consensus estimate of $6.634 billion. The company reported adjusted earnings of 62 cents per share, beating analyst estimates of 49 cents per share.
美光第三季度營業收入達到68.1億美元，超過了市場預期的66.34億美元。公司報告調整後的每股收益爲62美分，超過了分析師預期的49美分。
Micron has now exceeded analyst estimates on the top and bottom lines in five straight quarters, according to data from Benzinga Pro.
據Benzinga Pro提供的數據顯示，美光已連續五個季度在營收和利潤兩方面超過分析師預期。
Operating cash flow came in at $2.48 billion versus $1.22 billion in the prior quarter and $24 million in the comparable quarter last year. Adjusted free cash flow was $425 million in the quarter. The company ended the quarter with $9.22 billion in cash, marketable securities and restricted cash.
經營現金流爲24.8億美元，高於上一季度的12.2億美元和去年同期的2400萬美元。本季度調整後的自由現金流爲4.25億美元。公司於本季度末擁有92.2億美元的現金、市場證券和受限制的現金。
"Robust AI demand and strong execution enabled Micron to drive 17% sequential revenue growth, exceeding our guidance range in fiscal Q3," said Sanjay Mehrotra, president and CEO of Micron.
美光總裁兼首席執行官桑傑·麥羅特拉表示：“強勁的人工智能需求和卓越的執行力推動美光在財年第三季度實現了17%的季度收入增長，超出了我們的營收區間。我們在高帶寬內存（HBM）等高毛利產品上取得了份額增長，我們的數據中心SSD營收創歷史新高，充分展示了我們跨DRAM和NAND產品組合在人工智能領域的實力。我們對未來不斷擴大的基於人工智能的機遇感到興奮，並定位良好，有望在2025財年實現實質性的收入記錄。”
"We are gaining share in high-margin products like High Bandwidth Memory (HBM), and our data center SSD revenue hit a record high, demonstrating the strength of our AI product portfolio across DRAM and NAND. We are excited about the expanding AI-driven opportunities ahead, and are well positioned to deliver a substantial revenue record in fiscal 2025."
“我們在高帶寬內存（HBM）等高毛利產品上取得了份額增長，我們的數據中心SSD營收創歷史新高，充分展示了我們跨DRAM和NAND產品組合在人工智能領域的實力。我們對不斷擴大的基於人工智能的機遇感到興奮，並定位良好，有望在2025財年實現實質性的收入記錄。”
Micron also noted that its board declared a quarterly dividend of $0.115 per share, payable on July 23 to shareholders of record as of July 8.
美光還指出，公司董事會宣佈每股股息爲0.115美元的季度股息，將於7月23日支付給截至7月8日持股的股東。
Micron Outlook: Micron anticipates fourth-quarter revenue of $7.6 billion, plus or minus $200 million, versus estimates of $7.6 billion. The company expects fourth-quarter adjusted earnings to be between $1 and $1.16 per share versus estimates of $1.05 per share.
美光預計第四季度營收將達76億美元，加減200萬美元，而市場預期爲76億美元。公司預計第四季度調整後每股收益將在1美元至1.16美元之間，預期爲1.05美元。
Management will hold a conference call to discuss Micron's quarterly results at 4:30 p.m. ET.
公司管理層將於東部時間下午4:30舉行電話會議，討論美光的季度業績。
MU Price Action: Micron stock was up more than 65% year-to-date heading into the print. At the time of publication, Micron shares were down 7.28% at $132.49 in after-hours trading, according to Benzinga Pro.
截至發稿時，美光股票日度漲幅超過65%，但在收盤後交易中下跌7.28%，報132.49美元，據Benzinga Pro數據顯示。
Photo: courtesy of Micron.
圖片：來自美光公司的禮物。
譯文內容由第三人軟體翻譯。