Micron Technology Inc
Statements
Segments
US companies must disclose in their mandatory reports how revenue breaks down across business segments, regions and product lines. We read that breakdown for you straight from the annual and quarterly reports (10-K and 10-Q) of Micron Technology Inc (MU). It shows which part of the business is growing — and which one is holding it back.
Revenue by business segment
| Segment | Q4 2024 | Q1 2025 | Q2 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| CMBU | $2.65B 30.4% | $2.95B 36.6% | $3.39B 36.4% | $5.28B 38.7% | $7.75B 32.5% · +192.6% | $13.77B 33.2% · +367.2% |
| CDBU | $2.29B 26.3% | $1.83B 22.7% | $1.53B 16.4% | $2.38B 17.4% | $5.69B 23.8% · +148.1% | $11.52B 27.8% · +529.7% |
| MCBU | $2.61B 29.9% | $2.24B 27.8% | $3.26B 35.0% | $4.26B 31.2% | $7.71B 32.3% · +195.7% | $11.52B 27.8% · +415.3% |
| AEBU | $1.16B 13.3% | $1.03B 12.8% | $1.13B 12.1% | $1.72B 12.6% | $2.71B 11.3% · +133.9% | $4.63B 11.2% · +348.2% |
| All other | $3.0M 0.0% | $6.0M 0.1% | $3.0M 0.0% | $5.0M 0.0% | $5.0M 0.0% · +66.7% | $8.0M 0.0% · +33.3% |
Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.
| Segment | Q4 2024 | Q1 2025 | Q2 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| CMBU | $1.07B 40.3% | $1.32B 44.8% | $1.57B 46.5% | $2.88B 54.6% | $5.13B 66.2% | $10.79B 78.4% |
| CDBU | $871.0M 38.0% | $611.0M 33.4% | $307.0M 20.1% | $890.0M 37.4% | $3.81B 67.0% | $9.52B 82.6% |
| MCBU | $379.0M 14.5% | $16.0M 0.7% | $482.0M 14.8% | $2.02B 47.4% | $5.84B 75.7% | $9.87B 85.7% |
| AEBU | $78.0M 6.7% | $61.0M 5.9% | $126.0M 11.2% | $627.0M 36.5% | $1.68B 62.1% | $3.49B 75.4% |
| All other | $0 0.0% | -$1.0M -16.7% | $2.0M 66.7% | $1.0M 20.0% | $1.0M 20.0% | $3.0M 37.5% |
Large figure: segment operating income. Below it the margin, that is operating income measured against the revenue of the same segment.
Revenue by product line
| Segment | Q4 2024 | Q1 2025 | Q2 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| DRAM | $6.40B 73.5% | $6.12B 76.0% | $7.07B 76.0% | $10.81B 79.2% | $18.77B 78.7% · +193.3% | $31.33B 75.6% · +411.6% |
| NAND | $2.24B 25.7% | $1.86B 23.0% | $2.16B 23.2% | $2.74B 20.1% | $5.00B 20.9% · +123.0% | $9.94B 24.0% · +436.0% |
| Other (primarily NOR) | $68.0M 0.8% | $75.0M 0.9% | $75.0M 0.8% | $88.0M 0.6% | $95.0M 0.4% · +39.7% | $185.0M 0.4% · +146.7% |
Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.
Remaining performance obligations
Remaining performance obligations are the part of the business already sold but not yet delivered and therefore not yet booked as revenue. In subscription and project businesses it points the way earlier than revenue does.
| As of | Remaining performance obligations |
|---|---|
| Q2 2026 | $5.00B |
| Q2 2021 | $229.0M |
| Q1 2021 | $291.0M |
| Q4 2020 | $413.0M |
| Q3 2020 | $498.0M |
| Q2 2020 | $600.0M |
Segment and region names are the ones the company itself uses and are shown as reported. Change and share refer to revenue.
Data as of: August 7, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Segment figures: SEC EDGAR (10-K/10-Q reports)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.