Micron Technology Inc Investor Day Transcript - Thomson StreetEvents

Micron Technology Inc Investor Day Transcript

Micron Technology Inc Investor Day Transcript - Thomson StreetEvents
Micron Technology Inc Investor Day Transcript
Published May 12, 2022
33 pages (28346 words) — Published May 12, 2022
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of MU.OQ corporate analyst meeting

  
Brief Excerpt:

...Samir Patodia Good morning. Welcome to Micron's 2022 Investor Day. I'm Samir Patodia with Micron Investor Relations. Farhan couldn't make it today due to a family emergency. But it's great to see so many of you here today with us in San Francisco, and thank you as well to those joining via the webcast, which is available on Micron's Investor Relations website, investors.micron.com. We really appreciate your time and attention. Before we get started, I'll read our safe harbor statement. This presentation and associated commentary contain forward-looking statements regarding our future financial performance, the industry and other future events. Such statements are predictions and actual events or results may differ materially. We identify important factors in the documents we file from time to time with the Securities and Exchange Commission, specifically...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Micron Technology Inc
Ticker
MU.OQ
Time
3:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Nikolay Todorov - Longbow Research LLC - Analyst : Nik Todorov, Longbow Research. First question for Mark, I think in your prepared remarks on the remarks, you mentioned muted cycle expectation going forward. Certainly, I think the current cycle, we can characterize as a more muted. So I guess what are the assumptions behind those expectations for a muted going forward? Is that more so on the DRAM side or the NAND side or in general? And do you think that's just a sign of a maturing industry? And then I have a follow-up.

Question: Nikolay Todorov - Longbow Research LLC - Analyst : Okay. And as a follow-up for Sumit a question, on the forward pricing model, how do you think about the trade-offs of market share versus stability of gross margins, particularly on the down cycle when there's more discounts or competition from peers in the industry?

Question: Nikolay Todorov - Longbow Research LLC - Analyst : How do you think about the trade-offs of market share versus stability in gross margin with the forward pricing model, particularly in a down cycle environment?

Table Of Contents

Micron Technology Inc at Deutsche Bank Technology Conference Transcript – 2022-09-01 – US$ 54.00 – Edited Transcript of MU.OQ presentation 1-Sep-22 3:00pm GMT

Micron Technology Inc at KeyBanc Capital Market Technology Leadership Forum Transcript – 2022-08-09 – US$ 54.00 – Edited Transcript of MU.OQ presentation 9-Aug-22 2:30pm GMT

Micron Technology Inc Q3 2022 Earnings Call Summary – 2022-06-30 – US$ 54.00 – Edited Brief of MU.OQ earnings conference call or presentation 30-Jun-22 8:30pm GMT

Micron Technology Inc Q3 2022 Earnings Call Transcript – 2022-06-30 – US$ 54.00 – Edited Transcript of MU.OQ earnings conference call or presentation 30-Jun-22 8:30pm GMT

Micron Technology Inc Q3 2022 Earnings Call Transcript – 2022-06-30 – US$ 54.00 – Edited Transcript of MU.OQ earnings conference call or presentation 30-Jun-22 10:00pm GMT

Micron Technology Inc Q2 2022 Earnings Call Summary – 2022-03-29 – US$ 54.00 – Edited Brief of MU.OQ earnings conference call or presentation 29-Mar-22 8:30pm GMT

Micron Technology Inc Q2 2022 Earnings Call Transcript – 2022-03-29 – US$ 54.00 – Edited Transcript of MU.OQ earnings conference call or presentation 29-Mar-22 8:30pm GMT

Micron Technology Inc Post Q2 2022 Earnings Analyst Call Transcript – 2022-03-29 – US$ 54.00 – Edited Transcript of MU.OQ earnings conference call or presentation 29-Mar-22 10:00pm GMT

Micron Technology Inc at JPMorgan Tech/Auto Forum Transcript – 2022-01-05 – US$ 54.00 – Edited Transcript of MU.OQ presentation 5-Jan-22 5:55pm GMT

Micron Technology Inc Q1 2022 Earnings Call Summary – 2021-12-20 – US$ 54.00 – Edited Brief of MU.OQ earnings conference call or presentation 20-Dec-21 9:30pm GMT

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MLA:
Thomson StreetEvents. "Micron Technology Inc Investor Day Transcript" May 12, 2022. Alacra Store. Apr 26, 2024. <http://www.alacrastore.com/thomson-streetevents-transcripts/Micron-Technology-Inc-Investor-Day-T15167095>
  
APA:
Thomson StreetEvents. (2022). Micron Technology Inc Investor Day Transcript May 12, 2022. New York, NY: Alacra Store. Retrieved Apr 26, 2024 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Micron-Technology-Inc-Investor-Day-T15167095>
  
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