Micron Technology said it updated its revenue guidance for the fourth quarter ending August 28, 2025 to $11.2 billion ± $100 million from the prior guidance of $10.7 billion ± $300 million.

1. 01

   Micron Technology said it updated its revenue guidance for the fourth quarter ending August 28, 2025 to $11.2 billion ± $100 million from the prior guidance of $10.7 billion ± $300 million.

2. 02

   The company updated its non-GAAP gross margin guidance for Q4 to 44.5% ± 0.5% from the prior 42.0% ± 1.0%, and provided GAAP gross margin guidance of 43.5% ± 0.5% from the prior 41.0% ± 1.0%.

3. 03

   Micron Technology updated its non-GAAP diluted earnings per share guidance for Q4 to $2.85 ± $0.07 from $2.50 ± $0.15, and its non-GAAP operating expense guidance to $1.22B ± $15M from $1.20B ± $20M.

4. 04

   The company said the updated guidance reflects improved pricing, particularly in DRAM, and strong execution. It added that non-GAAP adjustments total $239 million and non-GAAP earnings per share is based on approximately 1.15 billion diluted shares.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.