Micron (MU) FY24 Q2 Earning Report Viz & MA Analysis

Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products, including the Ballistix line of memory modules, are marketed under the Crucial brand. Micron and Intel together created IM Flash Technologies, which produced NAND flash memory.

Earning report

FY24 Q3 outlook

• DRAM: expected to be down modestly.

• NAND: up compared to fiscal Q2 levels

• Revenue: $6.4B-$6.8B

• Gross Margin: 25%-28%

• EPS: $0.38–$0.52

• CapEx: $7.5B -$8B

How to Use Sankey Chart to report business earnings via Python Plotly?
Part 1 / Part 2
Case 1 / Case 2

ADBE FY24 Q1
COST FY24 Q2
DLTR FY23 Q4
MRVL FY24 Q4
JD   FY23 Q4
ORCL FY24 Q2

FY24 Q2 Income Statement Sankey Chart

FY24 Q2 vs FY23Q2 Income Statement Waterfall chart

Revenue % by BU Revenue (Outer: FY24Q2, mid: FY24Q1, Inner: FY23Q2)

Balance Sheets — 2024 March

- Q2 ending inventory was $8.4 billion or 160 days, roughly in line with the prior quarter.
- We expect to reduce inventory levels and excluding strategic inventory stock, be within a few weeks of our 120 days target by the end of fiscal 2024.

AI / HBM / Server
- HBM is sold out for calendar 2024 and the overwhelming majority of our 2025 supply has already been allocated.
- Generate several hundred million dollars of revenue from HBM in fiscal 2024
- HBM3E solution has a 30% lower power consumption compared to competitors' solutions. 
- The increasing momentum of content growth in the traditional server demand, but also AI server units are going up.
- Strong demand for both our DRAM products and NAND products in server. 
- Portfolio shifting towards the higher mix solutions, HBM, DIMMs.

Word Counts analysis

How to Create X-days Moving Average Chart in stock market via Python (Plotly & Pandas)

Part1 / Part 2 / Part 3

Trading days by MA

Trading days by 250-D MA Ratio

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