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Gangnam | è±Șè±Ș
đ„$MU â AI DEMAND IS NOW A CASH-FLOW STORY
Micron just raised the bar for the AI memory trade.
đ° Q4 operating cash flow:~$44B
đ” Adjusted free cash flow:$33.2B
đ Q4 revenue:$54.2B, up ~379% YoY
đ Q1 FY27 guidance:$61.5B revenue
And here's the part I care about:
Revenue tells us customerswantAI memory.
Cash flow tells us Micron is actuallyturning that demand into cash.
Long-term customer commitments jumped to$32B, while Micron expects memory supply conditions to remain tight into FY2027â28.đ
Ansvarsfriskrivning: OKX Orbit-innehÄll tillhandahÄlls endast i informationssyfte. LÀs mer
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