Micron (MU): FY25 Q3 earnings call, Jun 25, 2025

Wed, Jun 25Earnings callSpeaker-labelled transcriptMicron

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).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

7 matches for “Shipment”; 5 quoted, at least 25 words apart.

Sanjay Mehrotracompanyprepared

…several key product milestones during the quarter, including the first qualification sample shipments of 1-gamma based LP5 DRAM. Micron 1-gamma DRAM leverages EUV, and the…

Sanjay Mehrotracompanyprepared

…volume ramp on HBM3E 12-high is progressing extremely well, and we expect shipment crossover in FQ4. We expect to reach HBM shares similar to our…

Sanjay Mehrotracompanyprepared

…like mobile, client, data center and consumer several months ago with final shipments occurring in 2 to 3 quarters from now. This EOL process is…

Mark J. Murphycompanyprepared

…represented 76% of total revenue. Sequentially, DRAM revenue increased 15% with bit shipments increasing over 20% and prices decreasing in the low single-digit percentage range,…

Mark J. Murphycompanyprepared

…inventory days were down 19 days sequentially, driven by strong sequential bit shipment growth in both DRAM and NAND. On the balance sheet, we held…

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