On March 20, 2025, Micron Technology, Inc. (NASDAQ: MU) hosted its Q2 2025 post-earnings analyst call at 6:00 PM ET. The forum brought together key company figures: Satya Kumar, the Corporate Vice President of Investor Relations and Treasury; Sumit Sadana, the Chief Business Officer; Manish Bhatia, the EVP of Global Operations; and Mark Murphy, the Chief Financial Officer. Analysts from various financial institutions also attended, including Vivek Arya from Bank of America, Srini Pajjuri from Raymond James, Aaron Rakers from Wells Fargo, Vijay Rakesh from Mizuho, Brian Chin from Stifel, Karl Ackerman from BNP Paribas, and Mehdi Hosseini from SIG.
The call began with the operator’s introduction, welcoming everyone and explaining the structure, which included a listen-only mode followed by a Q&A session. It was noted that the session was being recorded for future reference. Following this, Satya Kumar took the floor, welcoming everyone officially to the call. He introduced the executives present and expressed gratitude for the participants’ time.
Satya Kumar reminded everyone that during the discussion, certain forward-looking statements would be made. These would cover topics such as market demand and supply, trends, drivers, and anticipated results and guidance. It’s important for the audience to remember that these statements come with inherent risks and uncertainties, potentially leading to material differences in actual outcomes. To shed more light on these risks, he pointed to Micron’s latest filings with the SEC, specifically the current and upcoming Forms 10-Q. While the company aims for precision in its expectations, Satya emphasized that they cannot promise specific future outcomes or performance levels, nor are they obligated to update any forward-looking statements made during the call.
