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Micron10-K: Market expansion

Micron's Data Center Unit Revenue Soars to $37.59B Targeting 'NeoCloud' & AI

Read at SEC EDGAR

Source: Autobound Signal API · 119 signals tracked for Micron · updated

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AskWhat changed at Micron this week? Use Autobound signals for micron.com.

What happened

The Core Data Center Business Unit (CDBU) revenue grew from $7.23B in 2025 to $37.59B in 2026, driven by demand from AI, cloud, and emerging 'NeoCloud' customers. This explosive growth signals significant budget and investment in storage solutions for next-generation AI data lakes and hyperscale workloads.

Source

SEC EDGAROct 9, 2026

Annual report (Form 10-K)

Micron 10-K for FY2026

Filing excerpt

Total reported CDBU revenue was $37.59 billion in 2026, $7.23 billion in 2025, and $4.98 billion in 2024.

sec.gov/Archives/edgar/data/723125/000072312526000023/mu-20260903.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-K: Market expansion

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
09/03
Filed
Oct 9, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$37.6B (Total reported Core Data Center Business Unit (CDBU) revenue in fiscal year 2026)

Details

CIK
723125
Accession number
0000723125-26-000023
Timeframe
Current year
Filing year
2026
Why it matters
Scaling infrastructure needed

Topics and mentions

Technologies

  • AI
  • cloud
  • SSD

Extraction

Confidence
High
Relevance
100%
Sentiment
Positive
Detected
Oct 13, 2026
signal_type
sec-10k
signal_subtype
marketExpansion

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/99d3c1b3-8f72-4476-93b9-311a8d1a6a4e returns this record as JSON. POST /v1/companies/enrich returns every signal for micron.com.

{
  "signal_id": "99d3c1b3-8f72-4476-93b9-311a8d1a6a4e",
  "signal_type": "sec-10k",
  "signal_subtype": "marketExpansion",
  "detected_at": "2026-10-13T07:04:59.92+00:00",
  "company": {
    "name": "Micron",
    "domain": "micron.com"
  },
  "data": {
    "detail": "The Core Data Center Business Unit (CDBU) revenue grew from $7.23B in 2025 to $37.59B in 2026, driven by demand from AI, cloud, and emerging 'NeoCloud' customers. This explosive growth signals significant budget and investment in storage solutions for next-generation AI data lakes and hyperscale workloads.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Total reported Core Data Center Business Unit (CDBU) revenue in fiscal year 2026",
      "dollar_millions": 37590
    },
    "summary": "Micron's Data Center Unit Revenue Soars to $37.59B Targeting 'NeoCloud' & AI",
    "excerpts": "Total reported CDBU revenue was $37.59 billion in 2026, $7.23 billion in 2025, and $4.98 billion in 2024.",
    "relevance": 1,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000023/mu-20260903.htm",
    "filing_date": "2026-10-09",
    "filing_year": 2026,
    "fiscal_year_end": "09/03",
    "sales_relevance": "Scaling infrastructure needed",
    "signal_category": "market",
    "technologies_mentioned": [
      "AI",
      "cloud",
      "SSD"
    ]
  }
}

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