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Micron Technology (MU) investor relations material
Micron Technology Proxy Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy Filing summary25 Nov, 2025
Executive summary
Fiscal 2025 saw record revenue of $37.4B, nearly 50% growth year-over-year, with gross margins up 17 points and GAAP diluted EPS up 984% to $7.59. Q4 revenue reached $11.3B, and significant gains were made in AI-driven products and data center solutions.
High Bandwidth Memory (HBM), high-capacity DIMMs, and LP server DRAM revenue exceeded $10B, a five-fold increase, with HBM business alone generating nearly $2B in Q4. Manufacturing expansion included CHIPS Act disbursements and new facilities in Japan, Singapore, and India.
Entering Fiscal 2026, the company is positioned as a leader in advanced memory and storage, leveraging AI across operations to drive productivity, reduce costs, and accelerate innovation.
Voting matters and shareholder proposals
Shareholders will vote to elect eight directors, approve executive compensation (say-on-pay), amend the certificate of incorporation for officer exculpation, ratify PwC as auditor, and consider a shareholder proposal to lower the threshold for calling special meetings to 10%.
The board recommends voting for all company proposals and against the shareholder proposal, citing strong existing governance and a 20% threshold as market standard.
Board of directors and corporate governance
Seven of eight director nominees are independent; two new directors joined in 2025, and two are retiring.
The board is led by a combined Chairman/CEO and a Lead Independent Director, with regular executive sessions and annual self-evaluations.
Board committees include Audit, Compensation, Finance, Governance and Sustainability, and Security, each with defined oversight roles.
Board refreshment and director onboarding are emphasized, with five of eight directors appointed since 2020.
Next steps for HBM/data center SSD market share
Idaho fab first wafer output timeline
What are the risks of a 10% special meeting threshold?
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Next Micron Technology earnings date
Q1 202617 Dec, 2025
Next Micron Technology earnings date
Q1 202617 Dec, 2025
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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.
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