RickMedChem

Carvykti vs Tecvayli vs Talvey sales $JNJ

Whoever wins tonight, a strong European team will be in the final!

MICRON $MU Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $41.46B (Est. $35.5B) 🟢 🔹 Adj. EPS: $25.11 (Est. $20.4) 🟢 🔹 Adj. Gross Margin: 84.9% (Est. 81.8%) 🟢 Q4 Guide: 🔹 Revenue: $50.0B ± $1.0B (Est. $43.4B) 🟢 🔹 Adj. EPS: $31.00 ± $1.00 (Est. $24.3) 🟢 🔹 Gross Margin: 86% (Est. 83%) 🟢 🔹 OpEx: Approximately $1.65B Q3 Segment Revenue: 🔹 Cloud Memory: $13.76B (Est. $10.69B) 🟢 🔹 Core Data Center: $11.52B (Est. $6.8B) 🟢 🔹 Mobile & Client: $11.52B 🔹 Automotive & Embedded: $4.63B (Est. $3.51B) 🟢 Other Metrics: 🔹 HBM4: In high-volume shipments for lead customer platform 🔹 HBM4E: Volume production expected in calendar 2027 🔹 G9-based PCIe Gen6 high-performance SSD: In high-volume production 🔹 High-capacity 245TB QLC SSD: Shipments commenced Financials: 🔹 Adj. Gross Margin: $35.199B 🔹 Adj. Operating Income: $33.681B 🔹 Adj. OpEx: $1.518B 🔹 Investments in CapEx, net: $7.1B 🔹 Cash, marketable investments, and restricted cash: $30.2B 🔹 Operating Cash Flow: $25.39B 🔹 Adjusted FCF: $18.3B Capital Return: 🔹 Dividend: $0.15/share payable July 21, 2026 to shareholders of record as of July 6, 2026 Commentary: 🔸 “Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era.” 🔸 “Micron is investing at record levels in technology, products and supply to address our customers’ rapidly growing demand.” 🔸 “We believe our multi-year Strategic Customer Agreements will significantly enhance the durability and predictability of Micron’s strong financial performance.” 🔸 Expects tight conditions to persist beyond calendar 2027 due to AI-driven demand across all segments