Micron (MU): FY25 Q1 earnings call, Dec 18, 2024
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).
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quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
16 matches for “Customer”; 5 quoted, at least 25 words apart.
…because we do expect the overall data center CapEx from our end customers to remain strong, and that should enable us to get significant opportunity…
…category. And hence, we are the ones who are really partnering with customers to drive this significant opportunity for us. And this is something that…
…(ph), then you look at the overall advantage that we offer to customers with LP in the data center, high-capacity DIMMs in the data center,…
…-- I guess the question is, is it a function of the customer inventories turned out to be a bit more than we had expected…
…we have seen a pushout of the PC refresh cycle that our customers had been anticipating, we had been anticipating. And it's not like the…
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