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Micron's NAND Sales Hit $8.5B in FY25: Can the Momentum Continue?

Key Takeaways MU's NAND revenues rose to 8.5BinFY25,withQ4salesof8.5B in FY25, with Q4 sales of 2.3B, up 5% sequentially on stronger pricing.New G9 NAND and PCIe Gen6 SSDs expand MU's portfolio for AI workloads and enterprise storage.FY26 NAND revenues are projected at 10.42B,up22.510.42B, up 22.5%, with total revenue growth expected at 43.4%. Micron Technology ((MU) reported record NAND revenues of 8.5 billion in fiscal 2025, up 18% year over year. In the fourth quarter of fiscal 2025, NAND sales were $2.3 billion, comprising about 20% of ...