ComputeLabs Research

Micron’s fiscal-Q4 revenue reached $54.2 billion, increasing 379% year over year and 31% sequentially; gross margin reached 87%.

· ComputeLabs Research · from the November 1, 2026 edition

The supplied Financial_Express summary reports Micron’s fiscal-2026 fourth-quarter revenue at $54.2 billion, up 379% year over year and 31% quarter over quarter. It reports an 87% gross margin and non-GAAP earnings per share of $33.42, with quarterly results exceeding the upper end of previous guidance.

For the full fiscal year, the message reports revenue of $133.2 billion, increasing 256% year over year. Full-year gross margin was reported at 81.1%, with earnings per share of $75.52; the message does not explicitly specify the accounting basis for that full-year earnings figure.

Annual dynamic random-access memory (DRAM) revenue reportedly exceeded $100 billion for the first time. The summary also states that Micron substantially increased fiscal-2026 employee incentive compensation to recognize employees’ contributions.

These figures are supported here by a Telegram summary rather than a supplied Micron earnings release or regulatory filing. The text provides no product-level margins, AI-memory revenue split, shipment volumes, or capital-expenditure figures.

Additional reporting

  • Micron

All 15 stories from November 1, 2026