Micron (MU): FY25 Q1 earnings call, Dec 18, 2024

Wed, Dec 18Earnings callSpeaker-labelled transcriptMicron

No Kalshi or Polymarket word markets were listed for Micron’s Dec 18, 2024 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

5 matches for “CapEx”; 4 quoted, at least 25 words apart.

Sumit Sadanacompanyqa

…that trajectory should grow because we do expect the overall data center CapEx from our end customers to remain strong, and that should enable us…

Vijay Rakeshanalystqa

Got it. And then on the CapEx side, can you talk to what's the split between HBM and conventional DRAM and NAND? Thanks.

Manish Bhatiacompanyqa

…for new HBM capability, all of that, plus you also have the CapEx to be able to maintain the bid output as you or impacted…

Mark Murphycompanyqa

Vijay, NAND is -- clearly, we've mentioned we've cut CapEx in NAND. It's lower. The percent spend on NAND is lower than the percent of…

Agents: this page as TSV at /api/v1/appearances/micron:2024-12-18:earnings_call · words: /api/v1/brief?appearance=micron:2024-12-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP