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.
35 matches for “Data Center”; 5 quoted, at least 25 words apart.
…continues on a good trajectory. HBM growth continues on a good trajectory. Data center overall revenue trajectory continues to be robust. While we do have…
…related challenges. So those are some of the headwinds. The mix and data center growth and overall DRAM robust results is what is helping us…
…Micron specific inflections has been the strong increase in your enterprise and data center SSD share, right? I mean, you guys have always been strong…
…in fiscal Q1. So my guess is $1.1 billion, $1.2 billion of data center SSD, that’s like, 65% of your overall NAND business. You guys…
…in data center SSD in fiscal Q3 and just overall growth in data center SSD business fiscal '25 and calendar '25 just because AI demand…
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