Back to today’s briefing

Story perspectives

Micron Sees 46% Revenue Surge, Shares Dip 2.8%

9/25/2025

38 9 Full Breakdown

Summary

Story summary

Micron Technology posted Q4 revenue of $11.32 billion, up 46% YoY, with $3.2 billion net income.
Cloud Memory Unit contributed $4.54 billion in sales, supporting results.
Stock fell 2.8% to $161.71 after a 29% pre-earnings gain.
Q1 FY26 revenue is seen at $12.5 billion amid AI demand; P/E at 12, versus NVIDIA.

History

Historical Context

The dot-com bubble peaked in 1999, with the semiconductor industry generating around $200 billion in revenue, underscoring its economic significance. Micron Technology, a key player, has seen its Q4 revenue rise to $11.32 billion in 2023, a 46% increase driven by AI demand. This evolution reflects ongoing trends in technology investment and market dynamics since the late 1990s.

1 of 2

Story summary

Micron Technology posted Q4 revenue of $11.32 billion, up 46% YoY, with $3.2 billion net income.
Cloud Memory Unit contributed $4.54 billion in sales, supporting results.
Stock fell 2.8% to $161.71 after a 29% pre-earnings gain.
Q1 FY26 revenue is seen at $12.5 billion amid AI demand; P/E at 12, versus NVIDIA.

1 / 2