NASDAQ$MU

Micron Technology, Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Micron's Q2 2024 results reflected a return to profitability driven by AI demand and tight supply.

Micron Technology, Inc. reported strong Q2 2024 results, with revenue, gross margin, and EPS exceeding the high end of guidance. Revenue reached $5.82 billion, with a GAAP net income of $793 million, or $0.71 per diluted share.

  • Revenue of $5.82 billion versus $4.73 billion for the prior quarter and $3.69 billion for the same period last year
  • GAAP net income of $793 million, or $0.71 per diluted share
  • Non-GAAP net income of $476 million, or $0.42 per diluted share
  • Operating cash flow of $1.22 billion versus $1.40 billion for the prior quarter and $343 million for the same period last year

Headline financials

Total Revenue

$5.82B

Previous: $3.69B+57.7%
EPS

$0.71

Previous: -$1.91+137.2%
Capital Expenditures

-$3.18B

Previous: -$4.65B+31.7%
Free Cash Flow

-$2.39B

Previous: -$6.97B+65.7%
Net Income

$793M

Previous: -$2.31B+134.3%
Operating Income

$191M

Previous: -$2.3B+108.3%
Gross Profit

$1.08B

Previous: -$1.21B+189.5%
Cash & Equivalents

$8.02B

Previous: $9.8B-18.2%
Total Assets

$65.7B

Previous: $66.5B-1.2%
R&D Expense

$832M

No prior period
Stock-Based Comp

$213M

Previous: $157M+35.7%

Revenue & EPS history

Micron · Revenue · Quarterly

$5.82B

Q2 2024+57.7%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Micron's guidance for the third quarter of 2024 includes revenue of $6.60 billion ± $200 million, a GAAP gross margin of 25.5% ± 1.5%, and a diluted earnings per share of $0.17 ± $0.07.

Tailwinds

  • Revenue: $6.60 billion ± $200 million
  • Gross margin: 26.5% ± 1.5%
  • Operating expenses: $990 million ± $15 million
  • Diluted earnings per share: $0.45 ± $0.07

Headwinds

  • Operating expenses: $1.11 billion ± $15 million
  • Diluted earnings per share: $0.17 ± $0.07

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 2024

Historical avgQ2 2024

+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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