Companies/Micron/product line
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Core Data Center (CDBU)

Revenue rose to $37.59 billion in fiscal 2026 from $7.23 billion; fiscal Q4 revenue was $18.00 billion.

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The numbers

CDBU revenue$37.59 billion (about 28% of FY2026 revenue)FY2026 · vs $7.23 billion in FY2025 (about 5.2x) · source ↗
CDBU revenue$18.00 billionfiscal Q4 2026 · vs $1.58 billion in fiscal Q4 2025 · source ↗

What it is

The business unit for data-center SSDs and enterprise storage, and server memory for data centers outside the cloud memory unit. It is the second-largest unit in fiscal 2026.

Why it matters to the stock. CDBU shows whether AI data-center storage demand keeps pace with memory pricing. It grew faster than any other unit in fiscal 2026.

News

Micron posts record fiscal Q4 revenue of $54.23 billion and guides $61.5 billion for next quarter

Micron reported record fiscal fourth-quarter 2026 revenue of $54.23 billion on September 30, 2026, up from $41.46 billion in the prior quarter.

Earnings

Micron declares $0.15 quarterly dividend payable July 21, 2026

Micron's board declared a quarterly cash dividend of $0.15 per share alongside the fiscal Q3 results.

Capital

Micron repurchases $650 million of stock in first half of fiscal 2026

Micron's fiscal Q2 release shows $650 million of repurchases under its repurchase program for the six months ended February 26, 2026.

Capital