rewrite this title Micron Technology, Inc. (MU) Q3 2025 Post Earnings Analyst Call Transcript

Micron Technology, Inc. (NASDAQ:MU) Q3 2025 Post Earnings Analyst Conference Call June 25, 2025 6:00 PM ET

Company Participants

Manish H. Bhatia – Executive Vice President of Global OperationsMark J. Murphy – Executive VP & CFOSatya Kumar – Corporate VP of Investor Relations & TreasurerSumit Sadana – Executive VP & Chief Business Officer

Conference Call Participants

Aaron Christopher Rakers – Wells Fargo Securities, LLC, Research DivisionBrian Edward Chin – Stifel, Nicolaus & Company, Incorporated, Research DivisionChristopher James Muse – Cantor Fitzgerald & Co., Research DivisionHadi M. Orabi – TD Cowen, Research DivisionKarl Ackerman – BNP Paribas Exane, Research DivisionTimothy Michael Arcuri – UBS Investment Bank, Research DivisionVijay Raghavan Rakesh – Mizuho Securities USA LLC, Research Division

Operator

Thank you for standing by, and welcome to Micron’s post-earnings analyst call.

I’d now like to introduce your host for today’s program, Satya Kumar. Please go ahead, sir.

Satya Kumar

Yes. Thank you, Jonathan, and welcome to Micron Technologies’ Fiscal Third Quarter 2025 Post-Earnings Analyst Call. On the call today with me today are Sumit Sadana, Micron’s Chief Business Officer; Manish Bhatia, EVP of Global Operations; and Mark Murphy, our CFO.

As a reminder, the matters we’re discussing today include forward-looking statements regarding market demand and supply, market trends and drivers, and our expected results and guidance, and other matters. These forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from statements made today. We refer you to documents we have filed with the SEC, including our most recent Form 10-Q and upcoming 10-Q, for a discussion of risks that may affect our results. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, levels of activity, performance and achievements. We are under no duty to update any of the forward-looking statements