Micron Technology updates worth following

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Investor eventInvestor relationsSep 1, 2026

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.

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SEC filingSEC filingJun 25, 2026

MU 10-Q filed 2026-06-25 | Key takeaways

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.

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WebcastEarnings call webcastJun 25, 2026

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...

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EarningsOfficial company sourceJun 24, 2026

Micron Reports Record Q3 FY2026 Results; Q4 Revenue Guidance $50.0B +/- $1.0B

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.

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Company updateOfficial company sourceJun 9, 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...

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WebcastEarnings call webcastMay 28, 2026

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...

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