Micron reported FY26Q4 revenue of $54.2B, beating estimates by 5.6%, with Non-GAAP gross margin of 87.0% and EPS of $33.42. The company also revealed that Supply Chain Agreements (SCAs) increased to 26, with Remaining Performance Obligations (RPO) rising to approximately $150B.
Micron's stellar results and $150B backlog confirm a severe memory shortage extending beyond 2028, positioning the company for sustained profitability.
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