Category: Technology

Micron Technology, Inc. (NASDAQ:MU) Post Q4 2023 Earnings Analyst Call Transcript

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Micron Technology, Inc. (NASDAQ:MU) Post Q4 2023 Earnings Analyst Conference Call September 27, 2023 6:00 PM ET Company Participants Samir Patodia – IR Mark Murphy – EVP & CFO Manish Bhatia – EVP of Global Operations Sumit Sadana – EVP & Chief Business Officer Conference Call Participants Harlan Sur – JPMorgan Ambrish Srivastava – BMO Capital Markets Chris Danely – Citigroup Aaron Rakers – Wells Fargo Securities Vivek Arya – Bank of America Merrill Lynch Karl Ackerman – BNP Paribas Exane Brian Chin – Stifel Quinn Bolton – Needham & Company Operator Thank you for standing by, and welcome to Micron’s Post-Earnings Analyst Call. At this time, all participants are in listen-only mode. After the speakers’ remarks, there will be a question-and-answer session. [Operator Instructions] And now I’d like to introduce your host for today’s program, Samir Patodia, Investor Relations. Please go ahead, sir. Samir Patodia Thanks. And welcome to…

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CrowdStrike Raises Margin Targets. Here’s What Wall Street Thinks.

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CrowdStrike Holdings raised its targets for subscription gross margins and operating margins, leaving Wall Street optimistic about the security software company. At a briefing at Fal.Con, CrowdStrike (ticker: CRWD) said it was raising its new target model of subscription gross margin to 82% to 85% of revenue, up 400 basis points from its previous target, and boosting its operating margin target to 28% to 32%, up 900 basis points. The company said the timeframe for meeting those targets was three to five years.

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