AI brief of an SEC Form 8-K · Micron Technology (MU)

Micron Q1 fiscal 2026 revenue rises to $13.64 billion; forecasts $18.70 billion for Q2

Positive Impact 4 of 5 earnings Written later

Micron reported first-quarter fiscal 2026 revenue of $13.64 billion and GAAP net income of $5.24 billion, or $4.60 per diluted share, both well above the prior quarter and the year-earlier period. The company guided second-quarter revenue to $18.70 billion, plus or minus $400 million, and non-GAAP diluted EPS to $8.42, plus or minus $0.20, which signals a sharp increase in expected earnings for shareholders.

Key points

  • Q1 fiscal 2026 revenue was $13.64 billion, versus $11.32 billion in the prior quarter and $8.71 billion a year earlier.
  • GAAP diluted EPS was $4.60 and non-GAAP diluted EPS was $4.78 for the quarter ended November 27, 2025.
  • Q2 fiscal 2026 outlook: revenue of $18.70 billion ± $400 million and non-GAAP diluted EPS of $8.42 ± $0.20.
  • Adjusted free cash flow was $3.9 billion, and the board declared a quarterly dividend of $0.115 per share payable January 14, 2026.

The filing

CompanyMicron Technology (MU)
Form8-K, current report
Filed with the SECDec 17, 2025, 4:03 PM ET
Accession number0000723125-25-000044

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:16 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on December 17, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.