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Wealth Beat News > News > Micron Technology, Inc. (MU) Q1 2026 Post-Earnings Analyst Call Transcript
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Micron Technology, Inc. (MU) Q1 2026 Post-Earnings Analyst Call Transcript

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Last updated: 2025/12/18 at 4:14 PM
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Q1: 2025-12-17 Earnings Summary

EPS of $4.78 beats by $0.82

 | Revenue of $13.64B (56.65% Y/Y) beats by $760.74M

Micron Technology, Inc. (MU) Q1 2026 Post-Earnings Analyst Call December 17, 2025 6:00 PM EST

Company Participants

Satya Kumar – Corporate VP of Investor Relations & Treasurer
Mark Murphy – Executive VP & CFO
Sumit Sadana – Executive VP & Chief Business Officer
Manish Bhatia – Executive Vice President of Global Operations

Conference Call Participants

Aaron Rakers – Wells Fargo Securities, LLC, Research Division
Vijay Rakesh – Mizuho Securities USA LLC, Research Division
Vivek Arya – BofA Securities, Research Division
Kevin Cassidy – Rosenblatt Securities Inc., Research Division
Steven Fox – Fox Advisors LLC
James Schneider – Goldman Sachs Group, Inc., Research Division
Joseph Moore – Morgan Stanley, Research Division
Thomas O’Malley – Barclays Bank PLC, Research Division

Presentation

Operator

Thank you for standing by, and welcome to Micron’s Post-Earnings Analyst Call. [Operator Instructions]

I would now like to hand the call over to Satya Kumar, Investor Relations. Please go ahead.

Satya Kumar
Corporate VP of Investor Relations & Treasurer

Thank you, and welcome to Micron Technology’s Fiscal First Quarter 2026 Post-Earnings Analyst Call. On the call with me today are Sumit Sadana, Micron’s Chief Business Officer; Manish Bhatia, EVP of Global Operations; and Mark Murphy, our CFO.

As a reminder, the matters we’re discussing today include forward-looking statements regarding market demand and supply, market trends and drivers, and our expected results and guidance and other matters. These forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from statements made today. We refer you to documents we have filed with the SEC, including our most recent Form 10-Q and our upcoming Form 10-Qs for a discussion of risks that may affect our results. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, levels of activity, performance and achievements. We are under no duty to update any of the forward-looking statements to confirm these

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News December 18, 2025 December 18, 2025
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