SOVEREIGN RESEARCHBY PAVEL SOVEREIGN

PRIMARY EVIDENCE / VERIFIED

Micron / SEC — FY2026 ended 2026-09-03

Original Source

Source Organization
Micron / SEC
Document Type
ORIGINAL DISCLOSURE
Published At
2026-09-30
Reporting Period
FY2026 ended 2026-09-03
Created At
2026-10-06T16:10:17.861Z
Updated At
2026-10-06T16:26:27.620Z
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Key Numbers

NO VERIFIED NUMERIC EXTRACTION

Numeric categories remain separate.

Typed Source Statements

FACT

The FY2026 cash flow statement separately reports customer contract liability deposits and capital expenditure. Consolidated financial results cannot establish HBM-specific shortage intensity.

Cash flow statement / business unit tables

Management Statements

NO VERIFIED MANAGEMENT STATEMENT

Source quotations require a locator.

Pavel Interpretation

NOT YET COMMITTED

Interpretations are recorded through committed judgments.

Affected Variables

HBM · AI CAPEX · WACC / Financing

Related Companies

NOT YET COMMITTED

Evidence Tags

BASELINE INITIALIZATION · SOURCE REVIEW 2026-10-06