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.

9 matches for “Smartphone”; 5 quoted, at least 25 words apart.

Sanjay Mehrotracompanyprepared

…TLC NAND for most consumer use cases. Turning to mobile. We expect smartphone units to grow low single digits in calendar 2025. AI adoption remains…

Sanjay Mehrotracompanyprepared

…average smartphone today. Micron is focused on providing solutions to the high-end smartphone segments, leveraging our leading 1-beta and 1-gamma technology nodes for LP5X DRAM…

Sanjay Mehrotracompanyprepared

…a wide range of capacities and industry-leading speed grades for 2026 flagship smartphones. Micron's 1-gamma LP5X DRAM is engineered to accelerate AI applications in high-end…

Sanjay Mehrotracompanyprepared

…our mobile portfolio was further recognized through top quality awards from 7 smartphone OEMs during the quarter. Turning to automotive, industrial and consumer embedded markets.…

Sanjay Mehrotracompanyqa

…growth there as well as distribution channels. And as we have discussed, smartphone and PCs, really, as AI penetration increases, the content increase story is…

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