Micron Technology Inc (MU) Q2 2025 Earnings Report

Micron Technology Inc reported robust results for Q2 2025, demonstrating resilience amidst fluctuating market dynamics. Total revenue reached approximately $8.05 billion, a substantial increase of 38% year-over-year but a decline of 8% sequentially. Key contributors were data center DRAM and HBM (High Bandwidth Memory), where revenue soared over 50% sequentially, marking a new milestone of more than $1 billion. Management emphasized a strong outlook for future demand driven by AI technologies and increased customer inventory replenishment, positioning Micron favorably in a competitive landscape.

Despite the sequential revenue drop, the company maintains a positive trajectory, with expectations of further record revenues in Q3 2025. Investors are encouraged by Micron's strategic investments in its next-gen memory technologies and its commitment to maximizing profits while managing inventory effectively. With strong gross and operating margins and a significant increase in cash flow generation, Micron is on track to capitalize on the booming memory market, especially as AI integration accelerates across devices.