Micron Technology, Inc. Earnings Recaps
Q2 2026
Mar 19, 2026
Micron Technology, Inc. delivered exceptional fiscal Q2 2026 results with revenue nearly tripling year-over-year and record highs across all memory segments, notably driven by AI demand and strategic operational execution.
Key takeaways
- Revenue guidance for fiscal Q3 exceeds previous full-year totals, indicating sustained demand and growth.
- The Board approved a 30% increase in the quarterly dividend, reflecting confidence in financial performance.
- Micron's latest 1γ DRAM and G9 NAND technologies are on track to become the majority of their bit mix by mid-calendar 2026.
- Strong customer demand for memory driven by AI is expected to push DRAM and NAND data center bits to over 50% of the industry TAM in 2026.
- Micron ranks number one in quality among its customers, further highlighting its operational excellence and market leadership.