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.
10 matches for “Shipment”; 5 quoted, at least 25 words apart.
…as you guys mentioned, it's almost all NAND related mixed, pricing, lower shipments. But qualitatively, like, what are you guys anticipating for DRAM pricing, where…
…mentioned, beyond that, F Q2, we do expect a growth in bit shipments restarting in F Q3 for data center SSD and then continuing from…
…the delay in that upgrade cycle means that our calendar '24 PC shipment forecast at the unit level for PCs at our end customers has…
…the inventories will be much healthier. And then we are back to shipment growth because right now, we are shipping to these customers at a…
…in a much healthier place by spring and then a resumption of shipments and growth in shipments for the second half of the fiscal year…
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