Micron’s fiscal Q3 2026 NAND revenue will be shaped primarily by sustained AI-driven demand for high-performance storage, tight industry bit supply, and elevated average selling prices that drove an 82% sequential and 169% year-over-year jump in NAND revenue to $5.0 billion (21% of total sales) in fiscal Q2. Management’s March guidance for $33.5 billion total revenue at an 81% gross margin, combined with data-center NAND more than doubling sequentially, signals continued pricing power and volume growth into the June quarter. Supply constraints are expected to persist through calendar 2026, with industry NAND bit growth limited to roughly 20% amid capacity reallocations. Traders are watching the June 24 earnings release for confirmation of whether NAND’s share of the record top line exceeds the threshold implied by recent trends.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日$23,375 Vol.
2026/06/24
$7.0B
Yes
$7.5B
Yes
$8.0B
Yes
$8.5B
Yes
$23,375 Vol.
$7.0B
$6,341 Vol.
Yes
$7.5B
$2,398 Vol.
Yes
$8.0B
$8,454 Vol.
Yes
$8.5B
$6,181 Vol.
Yes
This market will resolve to "Yes" if Micron's NAND revenue for the third fiscal quarter of 2026, as reported in its official company earnings materials and investor presentation, is above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Micron's official company earnings materials and investor presentation, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.Micron’s fiscal Q3 2026 NAND revenue will be shaped primarily by sustained AI-driven demand for high-performance storage, tight industry bit supply, and elevated average selling prices that drove an 82% sequential and 169% year-over-year jump in NAND revenue to $5.0 billion (21% of total sales) in fiscal Q2. Management’s March guidance for $33.5 billion total revenue at an 81% gross margin, combined with data-center NAND more than doubling sequentially, signals continued pricing power and volume growth into the June quarter. Supply constraints are expected to persist through calendar 2026, with industry NAND bit growth limited to roughly 20% amid capacity reallocations. Traders are watching the June 24 earnings release for confirmation of whether NAND’s share of the record top line exceeds the threshold implied by recent trends.
This market will resolve to "Yes" if Micron's NAND revenue for the third fiscal quarter of 2026, as reported in its official company earnings materials and investor presentation, is above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Micron's official company earnings materials and investor presentation, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Micron's official company earnings materials and investor presentation, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
マーケット開始日： May 24, 2026, 9:31 PM ET
音量
$23,375終了日
2026/06/24マーケット開始日
May 24, 2026, 9:31 PM ETResolver
0x65070BE91...提案された結果: Yes
異議申し立てなし
最終結果: Yes
This market will resolve to "Yes" if Micron's NAND revenue for the third fiscal quarter of 2026, as reported in its official company earnings materials and investor presentation, is above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Micron's official company earnings materials and investor presentation, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.Micron’s fiscal Q3 2026 NAND revenue will be shaped primarily by sustained AI-driven demand for high-performance storage, tight industry bit supply, and elevated average selling prices that drove an 82% sequential and 169% year-over-year jump in NAND revenue to $5.0 billion (21% of total sales) in fiscal Q2. Management’s March guidance for $33.5 billion total revenue at an 81% gross margin, combined with data-center NAND more than doubling sequentially, signals continued pricing power and volume growth into the June quarter. Supply constraints are expected to persist through calendar 2026, with industry NAND bit growth limited to roughly 20% amid capacity reallocations. Traders are watching the June 24 earnings release for confirmation of whether NAND’s share of the record top line exceeds the threshold implied by recent trends.
This market will resolve to "Yes" if Micron's NAND revenue for the third fiscal quarter of 2026, as reported in its official company earnings materials and investor presentation, is above the listed amount. Otherwise, this market will resolve to "No".
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Micron's official company earnings materials and investor presentation, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Micron's official company earnings materials and investor presentation, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
音量
$23,375終了日
2026/06/24マーケット開始日
May 24, 2026, 9:31 PM ETResolver
0x65070BE91...提案された結果: Yes
異議申し立てなし
最終結果: Yes
Micron’s fiscal Q3 2026 NAND revenue will be shaped primarily by sustained AI-driven demand for high-performance storage, tight industry bit supply, and elevated average selling prices that drove an 82% sequential and 169% year-over-year jump in NAND revenue to $5.0 billion (21% of total sales) in fiscal Q2. Management’s March guidance for $33.5 billion total revenue at an 81% gross margin, combined with data-center NAND more than doubling sequentially, signals continued pricing power and volume growth into the June quarter. Supply constraints are expected to persist through calendar 2026, with industry NAND bit growth limited to roughly 20% amid capacity reallocations. Traders are watching the June 24 earnings release for confirmation of whether NAND’s share of the record top line exceeds the threshold implied by recent trends.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日
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