Memory manufacturer Micron announced its fourth quarter financial report in 2025, which exceeded market expectations, and both profits and revenue exceeded market analyst expectations. This is also the success of Micron's consecutive 10th quarte...
Memory manufacturer Micron announced its fourth quarter financial report in 2025, which exceeded market expectations, and both profits and revenue exceeded market analyst expectations. This is also the success of Micron's consecutive 10th quarter financial report results exceeded market analyst expectations. The results also led to the rise in US stock prices. Micron's stock price once rose by more than 4% after the market, but it fell sharply during the closing, and the stock closed at US$167.59, an increase of 0.68%.
Microtron benefited from the current global artificial intelligence (AI) hotspot, with Micron's total corporate capital increase by 46% year-on-year to $11.32 billion, higher than the market analyst's expectations of $11.22 billion. The net profit is $3.2 billion and the EPS is $2.83. In comparison, the net profit in the fourth quarter of 2024 was US$887 million and the EPS was 79 cents. After adjustments to this season, EPS reached $3.03, better than the market expectations of $2.86.
Microtron's stock price has nearly doubled so far in 2025, mainly because high-level AI chips, such as those made by GPU large-scale NVIDIA (NVIDIA), require more and more high-tech memory of high-frequency wide memory (HBM), which is an important manufacturer of HBM. In a statement, Micron Technology CEO Sanjay Mehrotra emphasized the company's unique position, saying that as the only memory manufacturer in the United States, Micron has a unique advantage in seizing the artificial intelligence opportunities in front of her.
However, although Micron's overall revenue performance is impressive, there are differences in the performance of different business departments. For example, the Cloud Memory Department, the largest business unit of Micron, received US$4.54 billion in operation this quarter, which is more than three times the amount of capital revenue compared with the same period in 2024. However, the data center business department faced a challenge, with the division's revenue of US$1.57 billion, a year-on-year decrease of 22%.
In addition to announcing the expected fourth quarter of 2025, Micron also provided strong financial measurement numbers for the first quarter of 2026 financial performance. Micron predicts that the amount of capital revenue in the first quarter of 2026 will reach about $12.5 billion, a figure that exceeded the market analyst's estimate of $11.94 billion.
