美光科技公司 (NASDAQ:MU) 週三盤後公佈了2025財年第一季度財報。以下是報告摘要。 第一季度財報：美光報告第一季度營收爲87.1億美元，低於市場預期的87.2億美元。公司報告第一季度調整後每股收益 (EPS) 爲1.79美元，超出分析師預期的1.76美元。 經營現金流爲32.4億美元，上季度爲34.1億美元，上年同期爲14億美元。季度調整後的自由現金流爲1.12億美元，較上季度的3.23億美元有所下降。公司在本季度結束時持有87.5億美元的現金、可變現投資和受限現金。 美光總裁兼首席執行官Sanjay Mehrotra表示：“美光交出創紀錄的一個季度，我們的數據中心營收首次超過總營收的50%。” “雖然面向消費者的市場短期內較爲疲軟，但我們預計在財年下半年恢復增長。我們繼續在利潤最高且戰略重要的市場份額上取得進展，並非常有利於利用AI驅動的增長爲所有利益相關者創造巨大價值。” 前景展望：美光預計第二季度營收爲79億美元，上下浮動2億美元，而市場預期爲90億美元。公司預計第二季度調整後每股收益爲1.43美元，上下浮動10美分，而市場預期爲1.92美元。 美光的疲弱指引似乎在盤後交易中對股價產生了影響。管理層將在美東時間下午4:30與分析師和投資者進行季度電話會議討論。 股價動態：週三盤後，美光股價下跌13.16%，報90.50美元。 圖片來源：美光。

以上內容來自Benzinga Earnings專欄，原文如下：

Micron Technology Inc (NASDAQ:MU) reported financial results for the first quarter of fiscal 2025 after the market close on Wednesday. Here’s a rundown of the report.

Q1 Earnings: Micron reported first-quarter revenue of $8.71 billion, missing the consensus estimate of $8.72 billion. The company reported first-quarter adjusted earnings of $1.79 per share, beating analyst estimates of $1.76 per share, according to Benzinga Pro.

Operating cash flow came in at $3.24 billion versus $3.41 billion in the prior quarter and $1.4 billion in the comparable quarter last year. Adjusted free cash flow was $112 million in the quarter, down from $323 million in the prior quarter. The company ended the quarter with $8.75 billion in cash, marketable investments and restricted cash.

“Micron delivered a record quarter, and our data center revenue surpassed 50% of our total revenue for the first time,” said Sanjay Mehrotra, president and CEO of Micron.

“While consumer-oriented markets are weaker in the near term, we anticipate a return to growth in the second half of our fiscal year. We continue to gain share in the highest margin and strategically important parts of the market and are exceptionally well positioned to leverage AI-driven growth to create substantial value for all stakeholders.”

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Outlook: Micron sees second-quarter revenue of $7.9 billion, plus or minus $200 million, versus estimates of $9 billion. The company expects second-quarter adjusted earnings of $1.43 per share, plus or minus 10 cents per share, versus estimates of $1.92 per share.

Micron’s soft guidance appears to be weighing on shares after hours. Management will further discuss the quarter on a call with analysts and investors at 4:30 p.m. ET.

MU Price Action: Micron shares were down 13.16% in after-hours, trading at $90.50 at the time of publication Wednesday, according to Benzinga Pro.

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Photo: Courtesy of Micron.