NASDAQ$MU

Micron Technology, Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Micron's Q3 2024 performance was driven by robust AI demand and strong execution, exceeding revenue guidance.

Micron Technology, Inc. reported Q3 2024 results with revenue of $6.81 billion, GAAP net income of $332 million ($0.30 per diluted share), and non-GAAP net income of $702 million ($0.62 per diluted share). The company's performance was boosted by strong AI demand, particularly in the data center sector, and gains in high-margin products.

  • Revenue reached $6.81 billion, surpassing the prior quarter's $5.82 billion and the prior year's $3.75 billion.
  • GAAP net income was $332 million, or $0.30 per diluted share.
  • Non-GAAP net income was $702 million, or $0.62 per diluted share.
  • Operating cash flow was $2.48 billion, significantly higher than the prior quarter's $1.22 billion and the prior year's $24 million.

Headline financials

Total Revenue

$6.81B

Previous: $3.75B+81.5%
EPS

$0.30

Previous: -$1.43+121.0%
Gross Margin

26.9%

No prior period
Operating Margin

10.6%

No prior period
Capital Expenditures

-$5.27B

Previous: -$6.22B+15.3%
Free Cash Flow

-$4.93B

Previous: -$8.11B+39.2%
Net Income

$332M

Previous: -$1.9B+117.5%
Operating Income

$719M

Previous: -$1.76B+140.8%
Gross Profit

$1.83B

Previous: -$668M+374.3%
Cash & Equivalents

$7.59B

Previous: $9.3B-18.3%
Total Assets

$66.3B

Previous: $65.7B+0.9%
R&D Expense

$850M

No prior period
Stock-Based Comp

$219M

Previous: $145M+51.0%

Revenue & EPS history

Micron · Revenue · Quarterly

$6.81B

Q3 2024+81.5%vs Q3 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Micron provides guidance for Q4 2024, projecting revenue of $7.60 billion ± $200 million, a GAAP gross margin of 33.5% ± 1.0%, and GAAP diluted earnings per share of $0.61 ± $0.08.

Tailwinds

  • Revenue is expected to be $7.60 billion ± $200 million.
  • Gross margin is projected to be 33.5% ± 1.0% on a GAAP basis and 34.5% ± 1.0% on a non-GAAP basis.
  • Operating expenses are estimated to be $1.19 billion ± $15 million on a GAAP basis and $1.06 billion ± $15 million on a non-GAAP basis.
  • Diluted earnings per share are forecasted to be $0.61 ± $0.08 on a GAAP basis and $1.08 ± $0.08 on a non-GAAP basis.
  • The guidance reflects continued strong demand and improved market conditions.

Headwinds

  • The guidance is subject to various risks and uncertainties.
  • Potential business combinations, divestitures, and restructuring activities could impact results.
  • Balance sheet valuation adjustments may affect financial performance.
  • Strategic investments and financing transactions could influence outcomes.
  • The timing and impact of significant transactions are dependent on future events that may be uncertain or outside of Micron's control.

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 Q3 2024

Historical avgQ3 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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