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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (95093)	9/23/2025 4:14:27 PM
From: Elroy	Respond to of 95353

Interesting that the sequential revenue growth appears to be 100% due to price increases. Gross margins going from about 45% in Aug to 50% in Nov. Or maybe it's not price increases, they're just selling more of the high margin stuff next Q than they did last Q? Donno. Mobile and client sales were up 50% sequentially. Damn! I wonder what SIMO is going to report for the Sep Q.....

To: Sam who wrote (95093)	9/23/2025 7:56:46 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95353

Micron beats by $0.17, reports revs in-line; guides Q1 EPS above consensus, revs above consensus +1.09% Reports Q4 (Aug) earnings of $3.03 per share, excluding non-recurring items, $0.17 better than the FactSet Consensus of $2.86; revenues rose 46.1% year/year to $11.32 bln vs the $11.22 bln FactSet Consensus.Non-GAAP Gross Margin of 45.7% compared to $39.0% in Q3.Cloud Memory Business Unit revenue of $4.54 bln.Core Data Center Business Unit revenue of $1.58 bln.Mobile and Client Business Unit revenue of $3.76 bln.Co issues upside guidance for Q1, sees EPS of $3.75, +/- $0.15, equating to $3.60-$3.90, excluding non-recurring items, vs. $3.10 FactSet Consensus; sees Q1 revs of $12.50 bln, +/- $300 mln, equating to $12.20-$12.80 bln vs. $11.91 bln FactSet Consensus.