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Micron Q4 revenue $54.23B, up 31% QoQ and 379% YoY, driven by pricing

A Reddit r/investing post reports Micron's Q4 results, including revenue of $54.23B, Q1 guidance of $61.5B at an 86.25% gross margin, and growth driven almost entirely by price. It also notes HBM contract repricing from January and over 75% of fiscal 2027 output already committed.

Why “Rumor”

  • Only community or trader posts: r/investing

0 independent source groups across 1 posts · evidence score 9/100. How labels work

What the sources claim

  1. Micron's Q4 revenue was $54.23B, up 31% sequentially and 379% year over year, above its own $49-51B guidance range.

    “Revenue was $54.23B, up 31% on the prior quarter and 379% on last year, clearing the top of management's own $49 to $51B range.”
    r/investing

  2. Micron guided Q1 to $61.5B revenue at an 86.25% gross margin, with roughly $1B of costs from a capitalised staff bonus and new fab startup.

    “Q1 is guided to $61.5B at an 86.25% gross margin, but roughly $1B of that quarter's costs come from a capitalised staff bonus and new fab startup”
    r/investing

  3. Micron's HBM was locked into contracts priced a year ago and reprices higher from January.

    “HBM was locked into contracts priced a year ago and reprices higher from January”
    r/investing

  4. More than 75% of Micron's fiscal 2027 output is already committed.

    “More than 75% of fiscal 2027 output is already committed”
    r/investing

  5. Micron has 26 take-or-pay agreements carrying about $150B of remaining obligations and $32B of customer commitments, mostly cash.

    “Micron now has 26 take or pay agreements carrying about $150B of remaining obligations and $32B of customer commitments, mostly cash.”
    r/investing

  6. Micron's quarterly growth was almost entirely price, with DRAM revenue up 27% sequentially on mid single digit bit growth and a high teens price increase.

    “this quarter's growth was almost entirely price, DRAM revenue rose 27% sequentially on mid single digit bit growth and a high teens price increase”
    r/investing

Sources

Summary and claims extracted by deepseek/deepseek-flash with prompt analyze-story@3 on 2026-10-04 10:30 UTC. Labels are computed from the sources, not by the model.