About this episode

The episode discusses Micron's earnings call and the significant increase in five-year SCAs, indicating customer expectations for long-term pricing visibility.

The most underappreciated data point on MU’s earnings call was that the number of five-year SCAs increased from one last quarter to seven this quarter. That’s significant because it suggests customers expect this buildout to last for at least five years and want greater pricing visibility over that time frame. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Topics covered

• earnings call
• customer expectations
• pricing visibility
• SCA increase
• business analysis

Keywords

• Micron
• earnings
• SCA
• pricing
• business
• technology
• customer expectations

Mentioned in this episode

Organizations: Micron

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