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MU 10-K filed 2026-10-09 | Key takeaways
MU filed its 10-K; the most relevant disclosure change is added Risk factors - labor and union activity: Item 1A includes a standalone risk factor titled 'Labor disputes, union activity, work stoppages, or other disruptions at our manufacturing facilities could cause significant business interruption and materially adversely affect our business, results of operat. Customer concentration: Top 10 customers (aggregate) represented Over 50% of total revenue of revenue; Data center end market (aggregate) represented...
MU Q4 Call: Record Results, Massive HBM Momentum, and Resumption of Capital Returns
Micron (MU) followed up its record-breaking Q4 results with a highly bullish earnings call, emphasizing that the 'super intelligence' era of AI is driving a structural shift in memory demand. Management highlighted unprecedented visibility through 2030, underpinned by 26 Strategic Customer Agreements (SCAs) representing over 35% of projected revenue and $32B in financial commitments. The most significant incremental news for investors was the specific timeline for increased capital returns, set to commence on De...
MU Q4 2026 Call: $22B in Strategic Customer Agreements (SCAs) Transform Business Model; FY27 CapEx to Exceed $45B
Micron's Q4 2026 earnings call centered on a fundamental structural shift in the memory industry's business model. Management revealed that they have already signed 16 Strategic Customer Agreements (SCAs) representing over $22 billion in total financial commitments, including $18 billion in upfront cash deposits. These 'take-or-pay' contracts, which include price floors and ceilings, are designed to provide unprecedented visibility through calendar year 2030. With HBM demand now booked through 2027 and 2028, Mic...
MU Q4 FY2026 Revenue (GAAP and Non-GAAP) $54.229 billion, Beat Guidance by +$4.23B
MU beat prior Q4 FY2026 Revenue (GAAP and Non-GAAP) guidance by +$4.23B. Full-year fiscal 2026 revenue reached $133.188 billion versus $37.378 billion in fiscal 2025, and fiscal 2026 capex of $27.37 billion was in line with the prior full-year guidance of approximately $27 billion. The Board declared a quarterly dividend of $0.15 per share, payable October 29, 2026 to shareholders of record October 14, 2026. Micron ended the year with cash, marketable investments, and restricted cash of $73.48 billion, and issue...
Micron schedules Fourth Quarter FY2026 financial results conference call for September 30, 2026
Micron Technology has scheduled its fiscal fourth-quarter 2026 financial results conference call for September 30, 2026 at 4:30 PM ET. The webcast will be available at the company investor relations site and via the Q4 webcast link. The source text contains only the event notice and calendar information; Q4 FY2026 actual financial results, outlook, and updated guidance have not been disclosed in the provided text.
MU filed its 10-Q; the most relevant disclosure change is added Strategic customer agreements: Q3 10-Q adds a new Industry Conditions section titled 'Strategic Customer Agreements' and a related MD&A liquidity paragraph stating that Micron has entered into multi-year take-or-pay strategic customer agreements in the third and fourth quarters of FY2026, w. Customer concentration: Undisclosed customer (primarily in CMBU segment) represented 10% of revenue.
MU Post-Call: Strategic Customer Agreements (SCAs) Lock in $100B RPO; Pricing Floors Set New Margin Paradigm
Micron’s management used the Q3 FY2026 call to unveil a fundamental transformation of its business model through 16 newly signed Strategic Customer Agreements (SCAs). These multi-year contracts, covering roughly 20% of DRAM and 33% of NAND volumes through 2030, have established a staggering $100 billion in Remaining Performance Obligations (RPO). Most significantly, management revealed that these agreements include pricing floors designed to maintain gross margins well above historical cycle peaks, even in downt...
MU beat prior Q3 FY2026 Revenue (GAAP and Non-GAAP) guidance by +$7.96B. The company guided Q4 FY2026 revenue to $50.0 billion ± $1.0 billion and Non-GAAP diluted EPS to $31.00 ± $1.00. Quarterly dividend of $0.15 per share declared, payable July 21, 2026.
Micron Appoints Dr. Alexis Black Björlin to Board of Directors
On June 9, 2026, Micron Technology, Inc. announced the appointment of Dr. Alexis Black Björlin as a member of its Board of Directors, effective the same date. The Board has determined Dr. Björlin to be an independent director under Nasdaq rules, and she was also appointed to the Board's Governance and Sustainability Committee. Following her appointment, the Board will have nine directors, eight of which are independent. The prior guidance context supplied (Q1 FY2026 revenue, EPS, and margin guidance) is not appl...
MU Post-Call: AI Supply Constraints Through CY26; HBM4 Ramping for NVIDIA Vera Rubin
Micron’s fiscal Q2 2026 call signaled a structural shift in the memory industry, moving beyond cyclical recovery into an AI-driven era of chronic supply constraints. Management provided a staggering Q3 revenue guide of $33.5B—a figure that exceeds any full-year revenue in the company's history prior to fiscal 2024. The incremental call color centered on the commencement of HBM4 volume shipments for NVIDIA’s Vera Rubin platform and the signing of a landmark five-year Strategic Customer Agreement (SCA), which mana...