NASDAQ$MU

Micron Technology, Inc. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Micron's Q2 2022 results exceeded guidance, driven by strong execution and industry leadership in DRAM and NAND technology.

Micron Technology, Inc. reported strong Q2 2022 results, exceeding the high end of its guidance for both revenue and margin. The company delivered revenue of $7.79 billion, GAAP net income of $2.26 billion, and non-GAAP net income of $2.44 billion. Micron is on track to deliver record revenue and robust profitability in fiscal 2022.

  • Revenue reached $7.79 billion, surpassing the prior quarter's $7.69 billion and the previous year's $6.24 billion.
  • GAAP net income was $2.26 billion, or $2.00 per diluted share.
  • Non-GAAP net income amounted to $2.44 billion, or $2.14 per diluted share.
  • Operating cash flow was $3.63 billion.
  • Adjusted free cash flow was $1.03 billion.

Headline financials

Total Revenue

$7.79B

Previous: $6.24B+24.9%
EPS (adj)

$2.14

Previous: $0.98+118.4%
Capital Expenditures

-$5.88B

Previous: -$5.76B-2.1%
Free Cash Flow

-$3.61B

Previous: -$5.15B+29.9%
Net Income

$2.26B

Previous: $603M+275.3%
Operating Income

$2.55B

Previous: $663M+284.0%
Gross Profit

$3.68B

Previous: $1.65B+122.9%
Cash & Equivalents

$9.12B

Previous: $6.51B+40.1%
Total Assets

$63.7B

Previous: $54.1B+17.7%
Stock-Based Comp

$129M

Previous: $97M+33.0%

Revenue & EPS history

Micron · Revenue · Quarterly

$7.79B

Q2 2022+24.9%vs Q2 2021
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Forward guidance

Micron's guidance for the third quarter of 2022 includes revenue of $8.7 billion ± $200 million, gross margin of 47.0% ± 1%, operating expenses of $1.13 billion ± $25 million, and diluted earnings per share of $2.33 ± $0.10.

Tailwinds

  • Revenue: $8.7 billion ± $200 million
  • Gross margin: 48.0% ± 1% (Non-GAAP)
  • Operating expenses: $1.05 billion ± $25 million (Non-GAAP)
  • Diluted earnings per share: $2.46 ± $0.10 (Non-GAAP)

Headwinds

  • Operating expenses: $1.13 billion ± $25 million (GAAP)
  • Gross margin: 47.0% ± 1% (GAAP)
  • Diluted earnings per share: $2.33 ± $0.10 (GAAP)

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.1%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+3.5%

Avg return

30 days after

43%

29 / 68 earnings

Positive

+16.9%

Q4 2024

Best reaction

-19.8%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-1.1%-14.3%-1.4%
Q1 2026+3.5%+22.5%+60.9%
Q4 2025-4.3%-1.5%+31.6%
Q3 2025-4.8%-8.1%-0.2%
Q2 2025-8.0%-10.6%-33.2%
Q1 2025-19.8%-17.4%-2.6%
Q4 2024+16.9%+10.3%+14.8%
Q3 2024-6.3%-6.8%-22.5%
Q2 2024+16.9%+24.6%+13.6%
Q1 2024+4.0%+5.3%+6.5%
Q4 2023-4.0%+0.0%-3.4%
Q3 2023-3.7%-4.3%+6.6%
Q2 2023+6.3%+0.9%+3.5%
Q1 2023-2.5%-0.9%+15.4%
Q4 2022-1.8%+5.8%+6.0%
Q3 2022-4.2%+1.3%+10.4%
Q2 2022-0.9%-4.6%-12.1%
Q1 2022+9.3%+13.8%+8.4%
Q4 2021-4.7%-5.6%-7.4%
Q3 2021-3.4%-3.1%-6.5%
Q2 2021+6.8%+8.3%-0.5%
Q1 2021+0.4%+3.0%+5.2%
Q4 2020-5.6%-6.4%+1.5%
Q3 2020+6.2%+2.8%+3.9%
Q2 2020+3.5%+2.9%+2.1%
Q1 2020+2.9%+4.5%+8.8%
Q4 2019-12.7%-14.5%-2.9%
Q3 2019+11.6%+16.3%+43.9%
Q2 2019+9.0%+0.4%+7.5%
Q1 2019-7.3%-10.5%+0.0%
Q4 2018-0.7%-0.9%-10.2%
Q3 2018+0.3%-10.3%-7.1%
Q2 2018-11.2%-14.2%-17.1%
Q1 2018+4.7%+0.9%+0.6%
Q4 2017+6.4%+12.8%+16.4%
Q3 2017-7.4%-9.6%-9.2%
Q2 2017+9.1%+10.1%+4.8%
Q1 2017+12.3%+12.6%+6.3%
Q4 2016-0.2%-0.7%-6.3%
Q3 2016-5.2%-9.7%+4.2%
Q2 2016+0.2%
Q1 2016-3.2%
Q4 2015+6.2%
Q3 2015-18.3%
Q2 2015-1.5%
Q1 2015-5.0%
Q4 2014+5.0%
Q3 2014+2.0%
Q2 2014-7.3%
Q1 2014+15.5%
Q4 2013-7.2%
Q3 2013-1.5%
Q2 2013+7.8%
Q1 2013-7.3%
Q4 2012+0.7%
Q3 2012-7.4%
Q2 2012-3.9%
Q1 2012+10.7%
Q4 2011-3.4%
Q3 2010+0.0%
Q3 2011+0.0%
Q2 2011-1.1%
Q2 2010+9.2%
Q4 2010+9.2%
Q1 2011+9.2%
Q1 2010-4.0%
Q1 2009-4.0%
Q4 2009-4.0%

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