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| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tim Arcuri | UBS | 12 (0%) |
| Harlan Sur | JPMorgan | 10 (0%) |
| Krish Sankar | TD Cowen | 10 (10%) |
| CJ Muse | Cantor Fitzgerald | 9 (11%) |
| Vivek Arya | Bank of America | 7 (14%) |
| Joe Moore | Morgan Stanley | 6 (17%) |
| Chris Caso | Wolfe Research | 5 (0%) |
| Tom O'Malley | Barclays | 4 (0%) |
| Vijay Rakesh | Mizuho Securities | 3 (0%) |
| Chris Danely | Citigroup | 3 (33%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 | 12 (0%) |
| TD Cowen | 2 | 11 (9%) |
| JPMorgan | 1 | 10 (0%) |
| Cantor Fitzgerald | 1 |
| 9 (11%) |
| Bank of America | 1 | 7 (14%) |
| Morgan Stanley | 1 | 6 (17%) |
| Wolfe Research | 1 | 5 (0%) |
| Citigroup | 2 | 5 (20%) |
Micron delivered record fiscal Q1 revenue of $13.6 billion, up 57% year-over-year, with gross margin jumping 11 percentage points sequentially to 56.8% as HBM calendar-year 2026 supply was fully contracted and the HBM TAM pulled forward to $100 billion by 2028. The company provides only next-quarter guidance; management guided fiscal Q2 revenue of $18.7 billion and raised fiscal 2026 CAPEX to approximately $20 billion as the company returned to net cash with record free cash flow.
Demand | Cloud & AI | Pricing | Revenue Growth | Margin | Competitive Dynamics | Supply Chain | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 9 | 5 | 2 | 3 | 1 | 3 | 6 | 2 |
| 2025Q2 | 1 | 2 | 1 | 3 | 2 | 1 | 1 | |
| 2025Q3 | 3 | 5 | 2 | 1 | 3 | 2 | 1 | 2 |
| 2025Q4 | 4 | 4 | 2 | 2 | 3 | 2 | 2 | 1 |
| 2026Q1 | 7 | 6 | 3 | 5 | 2 | 3 | 1 | 3 |
| 2026Q2 | 5 | 6 | 6 | 3 | 3 | 3 | 2 | 4 |
| 2026Q3 | 4 | 3 | 1 | 1 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 9 | 1 | 3 | 4 | 7 | 5 | 4 |
| Cloud & AI | 5 | 5 | 4 | 6 | 6 | ||
| Pricing | 2 | 2 | 2 | 2 | 3 | 6 | 3 |
| Revenue Growth | 3 | 1 | 1 | 2 | 5 | 3 | 1 |
| Margin | 1 | 3 | 3 | 3 | 2 | 3 | 1 |
| Competitive Dynamics | 3 | 2 | 2 | 2 | 3 | 3 | |
| Supply Chain | 6 | 1 | 1 | 2 | 1 | 2 | 1 |
| Capex Investment | 2 | 1 | 2 | 1 | 3 | 4 | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $8.71B | +84.3% | $1.67 | +249.1% | 38.4% | 25.0% | 21.5% | $38M |
| FY2025 Q2 | $8.05B | +38.3% | $1.41 | +98.6% | 36.8% | 22.0% | 19.7% | $-113M |
| FY2025 Q3 | $9.30B | +36.6% | $1.68 | +460.0% | 37.7% | 23.3% | 20.3% | $1.67B |
| FY2025 Q4 | $11.31B | +46.0% | $2.83 | +258.2% | 44.7% | 33.2% | 28.3% | $72M |
| FY2026 Q1 | $13.64B | +56.7% | $4.60 | +175.4% | 56.0% | 45.0% | 38.4% | $3.02B |
| FY2026 Q2 | $23.86B | +196.3% | $12.08 | +756.7% | 74.4% | 67.6% | 57.8% | $5.52B |
| FY2026 Q3 | $41.46B | +345.7% | $24.67 | +1368.5% | 84.6% | 80.4% | 68.1% | $17.56B |
| FY2026 Q4 | $54.23B | +379.3% | $32.87 | +1061.5% | 86.8% | 80.7% | 69.5% | $26.81B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q4 2025Earnings call Dec 17, 2025
FY2026 Q1 in brief
Micron delivered record fiscal Q1 revenue of $13.6 billion, up 57% year-over-year, with gross margin jumping 11 percentage points sequentially to 56.8% as HBM calendar-year 2026 supply was fully contracted and the HBM TAM pulled forward to $100 billion by…
Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →
GAAP revenue YoY +56.6% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Micron Technology, Inc. (MU), FY2026 Q1: 9/10. Scores: Micron Technology, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: MU daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What MU and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We're working with Micron, which broke ground on a new advanced chip packaging and test facility”
Micron, an Apple supplier, broke ground on a new advanced chip packaging and test facility as part of Apple's US silicon supply-chain investments.
“Hopefully, Micron will have something going in a few years because they are headquartered in Idaho, where they make a lot of potato chips.”
Musk names Micron as a strategic memory supplier hoped to add US advanced-memory fab capacity, a signal on Micron's role in Tesla's future memory supply.
“Micron has been announcing groundbreaking almost every week for the last few weeks.”
ASML flags Micron aggressively breaking ground on new memory capacity, a signal that Micron is ramping DRAM capex, which translates into ASML tool shipments.
“there has been a significant upward revision on ASIC XPU volume shipments next year. You have Google TPU, AWS Trinium, and so on. Right? And all of these XPUs are still going to be using HBM3E.”
AWS Trainium is cited among the ASIC XPU programs seeing volume upside, sustaining demand for Micron's HBM3E.
“there has been a significant upward revision on ASIC XPU volume shipments next year. You have Google TPU, AWS Trinium, and so on. Right? And all of these XPUs are still going to be using HBM3E.”
Analyst notes Google's TPU program is driving an upward revision in ASIC XPU volumes, all of which still consume Micron's HBM3E.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MU Micron Technology, Inc. | 9 | +56.6% | |
| ADI Analog Devices | 9 | +25.9% | |
| ALAB Astera Labs, Inc. Common Stock | 8 | +91.8% | |
| AMAT Applied Materials | 3 | -3.5% | |
| AMD Advanced Micro Devices, Inc. | 9 | +34.1% | |
| ARM Arm Holdings | 7 | +26.4% | |
| ASML ASML Holding | 7 | +4.9% | |
| AVGO Broadcom Inc. | 10 | +28.2% | |
| CRDO Credo Technology Group Holding Ltd | 10 | +272.1% | |
| INTC Intel Corporation | 4 | -4.1% | |
| KLAC KLA Corporation | 6 | +7.2% | |
| LRCX Lam Research | 9 | +22.1% | |
| MCHP Microchip Technology | 9 | +15.6% | |
| MPWR Monolithic Power Systems | 8 | +20.8% | |
| MRVL Marvell Technology | 10 | +36.8% | |
| NVDA NVIDIA Corporation | 8 | +62.5% | |
| NXPI NXP Semiconductors | 7 | +7.2% | |
| ON ON Semiconductor | 2 | -11.2% | |
| Q Qnity Electronics, Inc. | 8 | +8.3% | |
| QCOM Qualcomm | 5 | +5.0% | |
| SWKS Skyworks Solutions | 4 | -3.1% | |
| TER Teradyne | 10 | +43.9% | |
| TSM Taiwan Semiconductor Manufacturing Company Limited | 9 | +21.6% | |
| TXN Texas Instruments | 7 | +10.4% |