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Super Micro Computer (SMCI)
NASDAQ:SMCI
Earnings Data
Report Date
May 06, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
0.54Last Year’s EPS
0.67Same Quarter Last Year
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 11, 2025
|% Change Since: 53.51%
|Next Earnings Date:May 06, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture. While the company reported strong revenue growth and demand for AI platforms, it faced challenges with gross margin pressure, cash flow issues, and a reduction in revenue guidance. The introduction of new products and expansion of production capacity were positive indicators, but financial filing delays have negatively impacted market perception.Company Guidance
During the Supermicro Second Quarter Fiscal 2025 Business Update Conference Call, the company provided several key financial metrics and future guidance. For the fiscal Q2, net revenue was projected to range between $5.6 billion and $5.7 billion, indicating a 54% year-over-year increase. The non-GAAP gross margin was approximately 11.9%, with a non-GAAP operating margin of 7.9%. The preliminary non-GAAP earnings ranged from $0.58 to $0.60 per share, reflecting a 5% growth compared to the previous year. The company also announced a private placement of $700 million in 2.25% convertible senior notes due in 2028 to support its growth initiatives. Supermicro expects to finish fiscal year 2025 strongly with revenue between $23.5 billion and $25 billion, with potential to reach $40 billion for fiscal year 2026. The company highlighted its transition from Hopper to Blackwell GPUs and ongoing expansion in liquid-cooled data center infrastructure solutions as drivers of future growth.Record Revenue Growth
Preliminary fiscal Q2 net revenue projected between $5.6 billion and $5.7 billion, marking a 54% year-on-year increase.
Strong AI Demand
AI-related platforms contributed over 70% of Q2 revenue, driven by demand for air-cooled and DLC rack-scale AI GPU platforms.
Introduction of New Products
NVIDIA Blackwell products are shipping now, with volume shipments of air-cooled 10U and liquid-cooled 4U NVIDIA B200 HGX systems.
Expansion of Production Capacity
New Malaysia campus will soon ship products, and Taiwan and European production capacity are growing significantly.
Positive Long-term Outlook
Revenue expected to reach $23.5 billion to $25 billion for fiscal year 2025, with potential to reach $40 billion for fiscal year 2026.
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SMCI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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SMCI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 11, 2025 | $38.61 | $39.68 | +2.77% |
| Nov 05, 2024 | $27.70 | $22.70 | -18.05% |
| Aug 06, 2024 | $61.69 | $49.27 | -20.13% |
| Apr 30, 2024 | $85.88 | $73.83 | -14.03% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Super Micro Computer (SMCI) report earnings?
Super Micro Computer (SMCI) is schdueled to report earning on May 06, 2025, TBA Not Confirmed.
What is Super Micro Computer (SMCI) earnings time?
Super Micro Computer (SMCI) earnings time is at May 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SMCI EPS forecast?
SMCI EPS forecast for the fiscal quarter 2025 (Q3) is 0.54.
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