Re: [情報] US.MU 財報已刪文

看板Stock (股票)作者JiaTai (J.T.)時間4年前 (2021/07/17 03:37)推噓1(1推 0噓 2→)

留言3則, 2人參與討論串2/2 (看更多)

美光看來也要Dead money了不知道未來DRAM產業要怎麼走下去距離加息的警鐘越來越近老大老二股價財報後也沒怎麼反應下看70 ※ 引述《Severine》之銘言 : 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; GA AP : 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; Gro ss : 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 quart er : 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 somewha : 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. ---- Sent from BePTT on my iPhone 12 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.225.84.22 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1626464225.A.2FB.html