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.
25 matches for “Inventory”; 5 quoted, at least 25 words apart.
…in the form of period costs and then just some higher cost inventory. And that effect is, yeah, you mentioned 100 basis points to 200…
…margin expansion. And then finally, Aaron, we've been clear that we expect inventories to be up in the near-term because these volume declines in NAND…
…quarter. And then, at the end of the year, where overall DRAM inventories will be below our target levels. And then NAND, as that market…
…I guess the question is, is it a function of the customer inventories turned out to be a bit more than we had expected or…
…so that has been one driver. The other is that definitely the inventories that we had highlighted in the last earnings call, that we expected…
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