Micron (MU): FY25 Q3 earnings call, Jun 25, 2025
No Kalshi or Polymarket word markets were listed for Micron’s Jun 25, 2025 earnings call (FY25 Q3). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
17 matches for “Inventory”; 5 quoted, at least 25 words apart.
…market backdrop of constrained D4 and LP4 supply and low distributor channel inventory. Now turning to our market outlook. Customer inventory levels have been healthy…
…billion, up 45% sequentially. Sequential revenue growth was due to reduced customer inventories and strong demand from DRAM content growth. Embedded Business Unit revenue was…
…over $1.9 billion, the highest quarterly amount in over 6 years. Ending inventory for fiscal Q3 was $8.7 billion or 139 days. Inventory was down…
…in fiscal Q4, we expect to exit fiscal 2025 with tight DRAM inventories, significantly reduced NAND inventories and overall company DIO near our target levels.…
…market was in transition, and we said at that time that the inventory outlook that we would -- was improving when it weakened a bit…
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