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Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
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  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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5 Must-Read Analyst Questions From Micron’s Q3 Earnings Call

By: StockStory

MU Cover Image

Micron’s third-quarter results reflected strong demand in its core markets, with management attributing the robust performance to pricing execution and a significant ramp-up of advanced memory products for data center applications. CEO Sanjay Mehrotra highlighted that the company’s investments in high-value DRAM and NAND technology, as well as greater adoption across key segments like automotive and embedded systems, drove higher profitability. Management specifically pointed to broad-based growth, citing record revenue in data center products and improved efficiency enabled by AI-driven productivity tools.

Is now the time to buy MU? Find out in our full research report (it’s free).

Micron (MU) Q3 CY2025 Highlights:

  • Revenue: $11.32 billion vs analyst estimates of $11.12 billion (46% year-on-year growth, 1.8% beat)
  • Adjusted EPS: $3.03 vs analyst estimates of $2.86 (5.9% beat)
  • Adjusted EBITDA: $6.10 billion vs analyst estimates of $5.70 billion (53.9% margin, 7% beat)
  • Revenue Guidance for Q4 CY2025 is $2 billion at the midpoint, below analyst estimates of $11.98 billion
  • Adjusted EPS guidance for Q4 CY2025 is $3.75 at the midpoint, above analyst estimates of $3.04
  • Operating Margin: 32.3%, up from 19.6% in the same quarter last year
  • Inventory Days Outstanding: 121, down from 137 in the previous quarter
  • Market Capitalization: $183.4 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Micron’s Q3 Earnings Call

  • Timothy Arcuri (UBS) pressed for a breakdown of sequential revenue growth between DRAM and NAND, with CFO Mark Murphy explaining that DRAM will contribute more and that pricing, mix, and cost reductions are key margin drivers.
  • Vivek Arya (Bank of America) asked about the transition from HBM3e to HBM4 and related pricing trends. CEO Sanjay Mehrotra said supply is tight and that Micron expects healthy demand and profitability across DRAM types in 2026.
  • CJ Muse (Cantor Fitzgerald) questioned the sustainability of strong DRAM demand, especially into seasonally weaker periods. Mehrotra responded that AI-related demand remains broad-based, supporting a healthy environment despite traditional seasonal patterns.
  • Harlan Sur (JPMorgan) inquired about inventory levels and supply tightness. Murphy explained that DRAM inventories are below target and are expected to remain tight, with NAND inventory days also set to improve.
  • Krish Sankar (TD Cowen) sought clarification on HBM4 customer adoption and Micron’s ability to flex supply. Mehrotra stated that Micron is well positioned to manage portfolio mix and can adjust investment based on customer demand and ROI considerations.

Catalysts in Upcoming Quarters

In upcoming quarters, the StockStory team will focus on (1) the pace of adoption for next-generation memory products, particularly HBM4 and one gamma DRAM; (2) execution on capacity expansion and technology migration at new and existing fabs; and (3) continued strength in high-value end markets like automotive, industrial, and AI-driven data centers. We will also monitor Micron’s success in securing long-term supply agreements for advanced memory solutions.

Micron currently trades at $163.74, down from $166.46 just before the earnings. Is there an opportunity in the stock?See for yourself in our full research report (it’s free).

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