마이크론 4분기(6-8월) 실적발표(2023.09.28)

2023.09.28

마이크론은 9월27일(미국 시간) 장 마감후 4분기(6월-8월) 실적을 발표했다.

매출과 손실은 시장 예상치보다 좋았다.

하지만 다음 분기 실적 전망치가 시장 예상치를 하회해 시간외 거래에서 하락.

 

2024년에는 수요 증가와 공급 부족으로 시장이 회복할 것이고, 

2025년에는 인공지능이 데이터센터부터 엣지까지 침투해 사상 최대의 메모리 산업 매출을 기록할 것으로

예상한다고 마이크론 사장은 어닝콜에서 언급했다.

 

 

 

 

 

Micron (MU) Reports Q4 Earnings: What Key Metrics Have to Say (yahoo.com)

Micron (MU) reported $4.01 billion in revenue for the quarter ended August 2023, representing a year-over-year decline of 39.6%. EPS of -$1.07 for the same period compares to $1.45 a year ago.

 

마이크론은 2023년 8월 마감하는 분기 실적을 발표했다. 

매출은 작년 동기대비 39.6% 하락한 40.1억달러, 주당 순이익은 작년 동기 1.45달러 이익에서 1.07달러 손실로 전환했다.

 

The reported revenue represents a surprise of +2.45% over the Zacks Consensus Estimate of $3.91 billion. With the consensus EPS estimate being -$1.18, the EPS surprise was +9.32%.

 

이는 잭스 컨센서스 예상치인 매출 39.1억달러를 2.45% 상회했고,

주당 순이익은 예상치인 1.18달러 손실보다 9.32% 적은 1.18달러 손실을 기록.

 

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

 

Here is how Micron performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue by Technology- DRAM: $2.76 billion versus $2.78 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -42.7% change.
• 디램 매출은 27,6억달러로 전년 동기대비 42.7% 하락.

• Revenue by Technology- Other (primarily NOR): $50 million versus the four-analyst average estimate of $79.42 million. The reported number represents a year-over-year change of -65.8%.

 

• Revenue by Technology- NAND: $1.21 billion versus the four-analyst average estimate of $1.05 billion. The reported number represents a year-over-year change of -28.6%.
• 낸드 매출은 전년 동기대비 28.6% 하락한 12.1억달러 달성.

View all Key Company Metrics for Micron here>>>

Shares of Micron have returned +1.9% over the past month versus the Zacks S&P 500 composite's -2.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

 

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MU Stock: Micron Earnings Top Views, Guidance Mixed | Investor's Business Daily (investors.com)

MU Stock: Outlook Mixed

For the current quarter ending in November, Micron predicted an adjusted loss of $1.07 per share, the same as in the August quarter, on revenue of $4.4 billion. Wall Street analysts had projected a loss of 88 cents a share on sales of $4.24 billion, up 4% from a year earlier.

회사는 다음 분기(9월-11월) 매출 44억달러와 주당 1.07달러 손실로 예상했다.

이는 시장 예상치인 매출 42.4억달러보다는 많고(전년 동기대비 4%증가),  주당 순손실 0.88달러보다는 더 큰 손실이었다.

 

Our 2023 performance positions us well as a market recovery takes shape in 2024, driven by increasing demand and disciplined supply," Chief Executive Sanjay Mehrotra said in the earnings release. "We look forward to record industry (total addressable market) revenue in 2025 as (artificial intelligence) proliferates from the data center to the edge."

 

2024년에는 수요 증가와 공급 부족으로 시장이 회복할 것이고, 

2025년에는 인공지능이 데이터센터부터 엣지까지 침투해 사상 최대의 메모리 산업 매출을 기록하 것으로

예상한다고 마이크론 사장은 어닝콜에서 언급했다.