美光科技第一季度财报:营收不及预期,EPS超预期,消费市场短期内“疲软”导致股价下跌

财报速递12-19
美光科技公司 (NASDAQ:MU) 周三盘后公布了2025财年第一季度财报。以下是报告摘要。 第一季度财报:美光报告第一季度营收为87.1亿美元,低于市场预期的87.2亿美元。公司报告第一季度调整后每股收益 (EPS) 为1.79美元,超出分析师预期的1.76美元。 经营现金流为32.4亿美元,上季度为34.1亿美元,上年同期为14亿美元。季度调整后的自由现金流为1.12亿美元,较上季度的3.23亿美元有所下降。公司在本季度结束时持有87.5亿美元的现金、可变现投资和受限现金。 美光总裁兼首席执行官Sanjay Mehrotra表示:“美光交出创纪录的一个季度,我们的数据中心营收首次超过总营收的50%。” “虽然面向消费者的市场短期内较为疲软,但我们预计在财年下半年恢复增长。我们继续在利润最高且战略重要的市场份额上取得进展,并非常有利于利用AI驱动的增长为所有利益相关者创造巨大价值。” 前景展望:美光预计第二季度营收为79亿美元,上下浮动2亿美元,而市场预期为90亿美元。公司预计第二季度调整后每股收益为1.43美元,上下浮动10美分,而市场预期为1.92美元。 美光的疲弱指引似乎在盘后交易中对股价产生了影响。管理层将在美东时间下午4:30与分析师和投资者进行季度电话会议讨论。 股价动态:周三盘后,美光股价下跌13.16%,报90.50美元。 图片来源:美光。

以上内容来自Benzinga Earnings专栏,原文如下:

Micron Technology Inc (NASDAQ:MU) reported financial results for the first quarter of fiscal 2025 after the market close on Wednesday. Here’s a rundown of the report.

Q1 Earnings: Micron reported first-quarter revenue of $8.71 billion, missing the consensus estimate of $8.72 billion. The company reported first-quarter adjusted earnings of $1.79 per share, beating analyst estimates of $1.76 per share, according to Benzinga Pro.

Operating cash flow came in at $3.24 billion versus $3.41 billion in the prior quarter and $1.4 billion in the comparable quarter last year. Adjusted free cash flow was $112 million in the quarter, down from $323 million in the prior quarter. The company ended the quarter with $8.75 billion in cash, marketable investments and restricted cash.

“Micron delivered a record quarter, and our data center revenue surpassed 50% of our total revenue for the first time,” said Sanjay Mehrotra, president and CEO of Micron.

“While consumer-oriented markets are weaker in the near term, we anticipate a return to growth in the second half of our fiscal year. We continue to gain share in the highest margin and strategically important parts of the market and are exceptionally well positioned to leverage AI-driven growth to create substantial value for all stakeholders.”

Check This Out: Who’s Next To Join Tesla, Broadcom In $1 Trillion Club? Over 50% Say The World’s Biggest Retailer

Outlook: Micron sees second-quarter revenue of $7.9 billion, plus or minus $200 million, versus estimates of $9 billion. The company expects second-quarter adjusted earnings of $1.43 per share, plus or minus 10 cents per share, versus estimates of $1.92 per share.

Micron’s soft guidance appears to be weighing on shares after hours. Management will further discuss the quarter on a call with analysts and investors at 4:30 p.m. ET.

MU Price Action: Micron shares were down 13.16% in after-hours, trading at $90.50 at the time of publication Wednesday, according to Benzinga Pro.

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Photo: Courtesy of Micron.

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