Micron's fiscal Q3 2026 NAND revenue outlook reflects robust AI-driven demand for data center SSDs and enterprise storage amid industry-wide supply constraints, with calendar 2026 NAND bit growth projected near 20% but limited by capacity. Strong pricing momentum, evidenced by sequential enterprise SSD price increases exceeding 25% in recent quarters, has lifted average selling prices and contributed to record NAND revenue of $5 billion in fiscal Q2. Management's guidance for total Q3 revenue near $33.5 billion and 81% gross margins underscores broad memory strength, while upcoming earnings will clarify NAND-specific bit shipments and mix versus analyst models. Persistent tightness in HBM and DRAM markets further supports overall memory pricing power through the period.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado$18,964 Vol.
$7.0B
94%
$7.5B
72%
$8.0B
53%
$8.5B
24%
$18,964 Vol.
$7.0B
94%
$7.5B
72%
$8.0B
53%
$8.5B
24%
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Micron's official company earnings materials and investor presentation, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Mercado abierto: May 24, 2026, 9:31 PM ET
Resolver
0x65070BE91...The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Micron's official company earnings materials and investor presentation, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Resolver
0x65070BE91...Micron's fiscal Q3 2026 NAND revenue outlook reflects robust AI-driven demand for data center SSDs and enterprise storage amid industry-wide supply constraints, with calendar 2026 NAND bit growth projected near 20% but limited by capacity. Strong pricing momentum, evidenced by sequential enterprise SSD price increases exceeding 25% in recent quarters, has lifted average selling prices and contributed to record NAND revenue of $5 billion in fiscal Q2. Management's guidance for total Q3 revenue near $33.5 billion and 81% gross margins underscores broad memory strength, while upcoming earnings will clarify NAND-specific bit shipments and mix versus analyst models. Persistent tightness in HBM and DRAM markets further supports overall memory pricing power through the period.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado
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