MU · News · 20261001N
Revenue Performance and Mix
MICRON TECHNOLOGY INC · 2026-10-01 · Importance 69 · Surprise 64 · No source text
Micron reported fiscal Q4 2026 revenue of $54.23 billion, a record increase of 379% year over year and 31% sequentially. Data center and cloud memory represented 63% of revenue, reflecting the increasing mix of AI-related demand. Full-year fiscal 2026 revenue reached $133.2 billion. DRAM and NAND pricing, together with data-center growth, drove the quarterly revenue increase.
Key facts
- Fiscal Q4 Revenue: $54.2 billion (record), up 31% sequentially and up 379% year over year. source
- Data center and cloud memory drove 63% of revenue in the quarter. source
- Fiscal Q4 revenue reported as $54.23 billion in multiple summaries of the quarter. source
- Micron reported delivering 'billions in cash flow' alongside its sharp increase in fiscal fourth-quarter results. source
- Non-GAAP EPS for fiscal fourth-quarter was $33.42. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +30.9% | Fiscal Q4 Revenue: $54.2 billion (record), up 31% sequentially and up 379% year over year. |