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.

6 matches for “PC”; 3 quoted, at least 25 words apart.

Sumit Sadanacompanyqa

…over the course of CQ4, we have seen a pushout of the PC refresh cycle that our customers had been anticipating, we had been anticipating.…

Sumit Sadanacompanyqa

…believe that the refresh cycle will happen. The average age of the PC has become pretty long in the tooth, and it is ripe for…

Sumit Sadanacompanyqa

…the mix improvement that will come from higher memory content in these PCs will be a positive driver in 2025. But the delay in that…

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