VistaShares: Micron's gross margin guidance approaches 81%, a significant increase from 37% year-on-year
According to Odaily, VistaShares posted on platform X stating that Micron will release its financial report on June 24, and its revenue has achieved triple-digit growth for several consecutive quarters. VistaShares noted that the key metric to determine whether this storage cycle is sustainable or has peaked is gross margin. Micron's latest guidance is close to 81%, whereas a year ago it was 37%.
VistaShares pointed out that revenue reflects results already delivered, which, in a supply-constrained market, is a retrospective figure locked in by contracts signed several quarters earlier. Profit margin reflects pricing power, and pricing power is the first to change when supply begins to catch up with demand. Storage always collapses on profit margin, not on revenue.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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