MU Micron (MU) Q4 FY26 earnings call
Micron delivered exceptional Q4 FY26 results, setting new records across key financial metrics, driven by robust AI demand and strategic customer agreements. The company anticipates even stronger performance in FY27, with continued tight supply-demand conditions expected through 2028, necessitating increased CapEx for clean room expansion. Management remains focused on technology leadership and disciplined investment to capitalize on the "Super Intelligence" opportunity.
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MU operating KPIs by quarter
| KPI | May 2026 Q3 FY26 | This call Aug 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|
| Remaining performance obligation (RPO) | $5B+RPO at the end of fiscal Q3 was over $5 billion.Source: earnings call transcript | ~$150BTo date, we have signed 26 SCAs in total, and our remaining performance obligations, or RPO, is approximately $150 billion.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.