Micron Expertise, Inc. (MU) J.P. Morgan 54th Annual International Expertise, Media and Communications Convention Could 20, 2026 8:40 AM EDT
Firm Individuals
Samir Patodia – Investor Relations Officer
Manish Bhatia – Govt Vice President of International Operations
Convention Name Individuals
Harlan Sur – JPMorgan Chase & Co, Analysis Division
Presentation
Harlan Sur
JPMorgan Chase & Co, Analysis Division
All proper. Good morning, and welcome to JPMorgan’s 54th Annual Expertise, Media and Communications Convention. My title is Harlan Sur, semiconductor and semiconductor capital tools analyst for the agency. More than happy to have the group from Micron Expertise right here with us this morning. Manish Bhatia, Govt Vice President of International Operations for Micron. And we even have Samir Patodia, Senior Director of Investor Relations, right here with us as properly. Manish and Samir are going to kick us off with some opening feedback, after which we’ll go forward and kick off the Q&A.
So gents, thanks for becoming a member of us at the moment. Samir, let me hand it off to you first.
Samir Patodia
Investor Relations Officer
Thanks, Harlan. So I will begin off with the secure harbor after which cross it to Manish. We’ll be making some forward-looking statements at the moment and people statements have dangers and uncertainties related to them. So we refer you to the chance components disclosed in our filings, together with our latest 10-Q and 10-Ok. Manish?
Manish Bhatia
Govt Vice President of International Operations
All proper. Thanks, Samir. Standing room within the again, thanks on your curiosity in Micron. Our monetary outlook has strengthened since our final earnings name. We’re on observe for an additional substantial document free money circulate in fiscal Q3. Our steadiness sheet has by no means been stronger, and that is underscored by a number of credit standing businesses really from all 3 — upgrades from all 3 credit standing businesses this 12 months. Demand continues to outpace our means and the trade’s means to produce


