Q3 2025 Earnings Summary
Metric | YoY Change | Reason |
---|---|---|
Total Revenue Q2 2024 | 58% | The 58% YoY increase was driven by improved market conditions with a tighter supply‐demand balance due to strong AI server demand and robust price increases for DRAM and NAND products. Additionally, DRAM bit shipments rose in the high-50% range YoY while NAND shipments also increased, reinforcing the revenue surge. |
Total Revenue Q2 2025 | 38% | The 38% YoY increase in Q2 2025 was supported by a 47% growth in DRAM revenue and an 18% rise in NAND revenue, with strong contributions from the Compute & Networking (CNBU) and Storage (SBU) units. Despite declines in the Mobile (MBU) and Embedded (EBU) segments, the buoyant performance in key business units drove overall revenue growth. |
Total Revenue Q3 2025 | 36.6% | The dramatic 36.6% YoY jump from $6,811 million to $9,300 million in Q3 2025 appears to build on the strong momentum from earlier periods. While a detailed breakdown is not provided, historical trends indicate that key segments such as Compute and Networking likely remain strong revenue drivers, reflecting persistent market strength and effective company initiatives. |