| 指标 | Q3 FY2024 | Q2 FY2024 | Q/Q | Q3 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $6,811M | $5,824M | +17% | $3,752M | +82% |
| 毛利率 Gross Margin (GAAP) | 26.9% | 18.5% | +8.4 ppt | -17.8% | +44.7 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 28.1% | — | — | — | — |
| 研发费用 R&D | $850M | $832M | +2% | $758M | +12% |
| 销售及管理 SG&A | $291M | $280M | +4% | $219M | +33% |
| 折旧摊销 D&A | N/A | $3,839M | — | — | — |
| 股权激励 SBC | $217M | $209M | +4% | $148M | +47% |
| 营业利润 Operating Income (GAAP) | $719M | $191M | +276% | -$1,761M | +141% |
| 利息费用 Interest Expense | $150M | $144M | +4% | $119M | +26% |
| 净利润 Net Income (GAAP) | $332M | $793M | -58% | -$1,896M | +118% |
| 净利润 Net Income (Non-GAAP) | $702M | — | — | — | — |
| 指标 | Q3 FY2024 | Q2 FY2024 | Q/Q | Q3 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $0.30 | $0.71 | -58% | -$1.73 | +117% |
| 每股收益 EPS (Non-GAAP) | $0.62 | — | — | — | — |
| 稀释股数 Diluted Shares | 1,123M | 1,114M | +1% | 1,094M | +3% |
| 实际税率 Effective Tax Rate | 52.7% | -3.7% | +56.4 ppt | -7.9% | +60.6 ppt |
DRAM/NAND revenue split not disclosed in 8K press release; available in 10-Q
End market breakdown not disclosed in 8K press release; qualitative mention of record data center revenue mix and 50% sequential DC growth
Geographic revenue split not disclosed in 8K press release; available in 10-Q
Customer concentration not disclosed in 8K press release; available in 10-K/10-Q
本季度数据
| 指标 | Q3 FY2024 | Q2 FY2024 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"强劲的AI需求和出色的执行力使美光在第三财季实现了17%的环比营收增长，超出指引范围。我们在HBM等高利润率产品上正在赢得份额，数据中心SSD营收创历史新高，展现了我们横跨DRAM和NAND的AI产品组合实力。我们对不断扩大的AI驱动机遇感到兴奋，并已做好准备在2025财年实现大幅营收纪录。" — Sanjay Mehrotra, Micron Technology, Inc.
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| inventory_nrv_writedown_benefit | $0M write-down, $0M benefit from prior write-downs | Q3 FY2024无新增库存减值，也无前期减值释放（Q2有$382M释放），标志库存周期完全恢复 |
| dividend_per_share | $0.115/share | 2024年6月26日宣布季度股息 |