[情報] US.MU 財報

看板Stock (股票)作者Severine (賽非茵)時間4年前 (2021/07/01 04:08)推噓15(15推 0噓 13→)

留言28則, 19人參與討論串1/2 (看更多)

1. 標題：美光財報 2. 來源：美港股7x24快讯 3. 網址：https://www.ushknews.com/ 4. 內文： 2021財年Q3營收74.2億美元，市場預期72.38億美元，去年同期54.38億美元 2021財年Q3每股盈利1.52美元，市場預期1.6美元，去年同期0.71美元。第三財季營業現金流35.6億美元，市場預期32億美元第三財季調整后每股盈利1.88美元，市場預期1.72美元。第三財季資本支出20.4億美元，市場預期18億美元。預計第四財季營收80億-84億美元，市場預期78.5億美元。預計第四財季調整后每股盈利2.2-2.4美元。預計DRAM、NAND的供應將持續緊張至2022年。將向德州儀器（TXN. O）出售Lehi UT Fab工廠。銷售帶來的經濟價值為15億美元。德州儀器（TXN. O）將以9億美元收購美光科技（MU. O）的Lehi UT Fab半導體工廠。預計2021財年資本支出將"略高於"95億美元。歷史財報 https://i.imgur.com/uB0eeou.png

盤後一度快跌3% https://i.imgur.com/iN9yywq.png

-Micron Technology (NASDAQ:MU): FQ3 Non-GAAP EPS of $1.88 beats by $0.17; GAAP EPS of $1.52 misses by $0.06. -Revenue of $7.42B (+36.4% Y/Y) beats by $160M. -Gross margin of 42.1% vs. 32.4% Y/Y. -Investments in capital expenditures, net were $2.04B, which resulted in adjusted FCF of $1.52B. -Cash, marketable investments, and restricted cash of $9.82B, for a net cash position of $3.10B. -4Q21 Guidance: Revenue $8.2B ± $200M; Gross margin 46.0% ± 1%; Operating expenses of $955M ± $25M; EPS $2.23 ± $0.10. -4Q21 Non-GAAP Guidance: Revenue $8.2B ± $200M vs. consensus of $7.89B; Gross margin 47.0% ± 1%; Operating expenses of $900M ± $25M; EPS $2.30 ± $0.10 vs. consensus of $2.15. -“Micron set multiple market and product revenue records in our third quarter and achieved the largest sequential earnings improvement in our history,” says CEO Sanjay Mehrotra. “Our industry-leading 1α DRAM and 176-layer NAND now represent a meaningful portion of our production, and Micron is in the best position ever to capitalize on the long-term demand trends across the data center, intelligent edge and user devices.” - The company expects CY21 DRAM bit industry bit demand growth to be somewhat above 20% with supplies coming in below demand. Micron expects its DRAM bit supply growth to be below industry demand. - For the NAND industry, CY21 bit demand growth is expected to be in the mid-30% range with supply higher than demand. Micron expects its bit supply growth to come in below the industry. -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.169.237.252 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1625083727.A.8FB.html

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zizek

07/01 04:13, 4年前 , 1^F

07/01 04:13, 1^F

就看晚點電話會議中說啥了

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zizek

07/01 04:14, 4年前 , 2^F

07/01 04:14, 2^F

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Severine

07/01 04:15, 4年前 , 3^F