Micron’s fiscal third-quarter NAND revenue outlook reflects sustained AI-driven demand for enterprise SSDs and data center storage amid persistent industry supply constraints that have elevated average selling prices. In the prior quarter, NAND contributed $5 billion, or 21% of the $23.86 billion total, with revenue surging 169% year-over-year and 82% sequentially on roughly 75–79% higher pricing and low-single-digit bit growth. Management’s $33.5 billion ± $750 million total revenue guide for the current quarter, paired with an 81% gross margin target, signals continued momentum across memory segments as calendar 2026 bit demand remains supply-limited. Traders are monitoring execution on G9 NAND ramps and any sequential pricing or volume shifts ahead of the upcoming earnings release.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于$13,460 交易量
$7.0B
93%
$7.5B
86%
$8.0B
69%
$8.5B
28%
$13,460 交易量
$7.0B
93%
$7.5B
86%
$8.0B
69%
$8.5B
28%
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Micron's official company earnings materials and investor presentation, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
市场开放时间: May 24, 2026, 9:31 PM ET
Resolver
0x65070BE91...The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Micron's official company earnings materials and investor presentation, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Resolver
0x65070BE91...Micron’s fiscal third-quarter NAND revenue outlook reflects sustained AI-driven demand for enterprise SSDs and data center storage amid persistent industry supply constraints that have elevated average selling prices. In the prior quarter, NAND contributed $5 billion, or 21% of the $23.86 billion total, with revenue surging 169% year-over-year and 82% sequentially on roughly 75–79% higher pricing and low-single-digit bit growth. Management’s $33.5 billion ± $750 million total revenue guide for the current quarter, paired with an 81% gross margin target, signals continued momentum across memory segments as calendar 2026 bit demand remains supply-limited. Traders are monitoring execution on G9 NAND ramps and any sequential pricing or volume shifts ahead of the upcoming earnings release.
基于Polymarket数据的AI实验性摘要。这不是交易建议,也不影响该市场的结算方式。 · 更新于
警惕外部链接哦。
警惕外部链接哦。
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