)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Micron Technology
Micron Technology (MU) investor relations material
Micron Technology Wolfe Research Auto, Auto Tech and Semiconductor Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wolfe Research Auto, Auto Tech and Semiconductor Conference 2026 summary11 Feb, 2026
Business and market outlook
Financial outlook and business trajectory have strengthened, with demand outpacing supply and tightness expected beyond 2026.
AI-driven demand is fueling growth, requiring higher performance memory and storage across data centers, edge, and devices.
Supply constraints are significant, with some customers only receiving 50% to two-thirds of their needs.
New clean room and fab investments in New York, Singapore, and Taiwan are planned to address future supply.
Favorable pricing environment is supporting improved financial performance.
Technology and product developments
High-volume production and customer shipments of HBM4 have commenced, with ramping ahead of schedule.
HBM4 product delivers over 11 Gbps speeds, with yields and performance on track.
HBM share is now in line with conventional DRAM share, with flexibility to direct supply where value is highest.
LPDRAM and NAND innovations are enhancing efficiency and value for customers, with LPDRAM offering 60% lower power than DDR.
NAND portfolio is focused on data center SSDs, with strong share gains and a billion-dollar run rate.
Customer agreements and supply planning
Multi-year supply agreements with specific commitments are progressing, reflecting the strategic importance of memory and storage.
Customers are seeking longer-term visibility and supply assurance, with time horizons extending due to increased CapEx and technology roadmaps.
U.S. supply is becoming more attractive to customers, supporting tighter arrangements.
Agreements provide clarity for capital and R&D investments.
Tongluo acquisition: CapEx impact and supply
How do new LTAs differ from past agreements?
LPDRAM's role in AI memory tiering
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Micron Technology earnings date
Q2 202619 Mar, 2026
Micron Technology
Next Micron Technology earnings date
Q2 202619 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Memory experts
Micron Technologies, often referred to as Micron, is a company specializing in the manufacturing and distribution of various forms of semiconductors. They design, produce, and sell a wide range of memory and storage solutions used in applications such as computers, smartphones, data centers, and automotive electronics. Micron's semiconductor products include dynamic random-access memory (DRAM) and other advanced memory technologies. By focusing on innovation and advanced manufacturing processes, Micron Technologies has become a key player in enabling technological advancements and powering the digital infrastructure of various industries worldwide.
A child of the 70’s
The company was founded in 1978, and since then Micron has grown to become one of the largest manufacturers of memory and storage products in the world. Their semiconductor products are utilized in a wide range of applications, from consumer electronics and mobile devices to enterprise data centers and automotive systems.
Micron has been able to expand and grow since its foundation by utilizing strategic acquisitions and partnerships, as well as placing a heavy emphasis on investments in research and development. Today, the company is a key player in the semiconductor industry, providing advanced memory and storage solutions to meet the ever-increasing demands of the digital world.
Storage, storage, and storage
Micron's product portfolio includes a wide array of different storage options, such as dynamic random-access memory (DRAM), NAND flash memory, and emerging memory technologies. DRAM is used in applications requiring high-speed data storage and retrieval, such as computers and servers. NAND flash memory provides non-volatile storage for smartphones, tablets and solid-state drives (SSDs). Micron's advanced memory technologies enable fast data transfer, increased storage capacity, and improved performance in electronic devices. Their products are designed to enhance the efficiency and reliability of computing, mobile, and storage systems.
Ever-increasing demand
The semiconductor industry has been experiencing a surge in demand driven by various factors, including the proliferation of connected devices, the growth of cloud computing, and the advancement of emerging technologies like artificial intelligence and 5G. Micron has an interesting position in the industry given their expertise within a relatively niche sector. Micron also works closely with companies such as Nvidia by supplying them with memory solutions.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage