Micron Technology Inc at UBS Technology Conference Transcript

Nov 28, 2023 / 02:35PM GMT
Timothy Michael Arcuri - UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

Good morning. Hi, thank you. I'm Tim Arcuri. I'm the semiconductor analyst here at UBS. Very pleased to have Micron kick off the conference with us. Our first year having this conference. Very pleased to have both Sanjay and Mark here. And so we saw the 8-K this morning just now. So maybe that's a good way to start off the conversation.

Questions and Answers:

Timothy Michael Arcuri - UBS Investment Bank, Research Division - MD and Head of Semiconductors & Semiconductor Equipment

So maybe you can run through how the quarter played out. I saw revenue was quite a bit better, earnings toward the high end, gross margin approaching breakeven. Just talk through some of the dynamics behind that.

Sanjay Mehrotra - Micron Technology, Inc. - CEO, President & Director

So I can get started here. First of all, Tim, thank you for having us here. Great to see you all. And of course, during the
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