Invest - Essay[7］2024/03/23

2024/03/20
$MU - Q2 2024 財報開獎
當天盤後大漲14%,
想說賣個2股慶祝一下,
白天看完財報跟受訪內容,
開盤又默默買回來了…
財報驚人以外, 2024的guidance也驚人,
就讓我們繼續看下去~

Fiscal Q2 2024 highlights below:
(from :https://investors.micron.com/quarterly-results)

• 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

訪談重點節錄:
(From CEO: Sanjay Mehrotra)

• We commenced volume production and recognized our first revenue from HBM3E in fiscal Q2 and now have begun high-volume shipments of our HBM3E product. Customers continue to give strong feedback that our HBM3E solution has a 30% lower power consumption compared to competitors' solutions.

• Our HBM is sold out for calendar 2024, and the overwhelming majority of our 2025 supply has already been allocated.