The earnings call reveals a mix of strong international revenue growth and strategic initiatives like the DCBBS, counterbalanced by declining gross margins and earnings per share, as well as a significant U.S. revenue drop and increased operating expenses.

Company Guidance -

Q1 2026

During the Super Micro Computer, Inc. fourth-quarter fiscal year 2025 business update call, the company provided several key financial metrics and guidance for future periods. For fiscal year 2025, the company reported a 47% year-on-year revenue growth, reaching $22 billion, driven by strong demand for AI and green computing solutions. The non-GAAP earnings per share for the year were $0.41, down from the previous year's $0.50, mainly due to tariff impacts. The company anticipates first-quarter fiscal 2026 revenue between $6 billion and $7 billion and projects at least $33 billion in total revenue for the full fiscal year 2026. The gross margin for the fourth quarter was 9.6%, with a non-GAAP gross margin for the year at 11.2%, and the company aims to improve margins by offering comprehensive data center solutions. For fiscal year 2026, the company plans significant growth in their data center building block solutions (DCBBS), projecting it to represent a substantial portion of their revenue, alongside a focus on expanding their enterprise, IoT, and telco markets to drive profitability.

Strong Revenue Growth

Super Micro reported a 47% year-on-year revenue growth for fiscal 2025, reaching $22 billion, driven by strong demand for AI and green computing solutions.

Data Center Building Block Solutions (DCBBS)

The company introduced a new data center building block solution (DCBBS) to simplify AI data center infrastructure deployment. This solution is anticipated to expedite time-to-online and simplify customization, promising improved profit margins.

Geographic Revenue Increases

Revenue increased significantly in Asia (91% year-over-year) and Europe (66% year-over-year), indicating strong international growth.

Cash Flow Improvement

Cash flow from operations improved significantly, with $1.7 billion generated in fiscal year 2025 compared to cash consumed by operations of $2.5 billion in fiscal year 2024.

New Large-Scale Customers

The number of large-scale plug-and-play customers increased from two in fiscal year 2024 to four in fiscal year 2025, with expectations to add more in fiscal year 2026.

Super Micro Computer (SMCI) Earnings, Revenues Date & History

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SMCI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2026 (Q1)	0.46 / -	0.75	―	―	―
Aug 05, 2025	2025 (Q4)	0.45 / 0.41	0.625	-34.40% (-0.22)
May 06, 2025	2025 (Q3)	0.41 / 0.31	0.665	-53.38% (-0.36)
Feb 11, 2025	2025 (Q2)	0.58 / 0.51	0.559	-8.77% (-0.05)	―
Nov 05, 2024	2025 (Q1)	0.73 / 0.75	0.343	118.66% (+0.41)	―
Aug 06, 2024	2024 (Q4)	0.81 / 0.63	0.351	78.06% (+0.27)
Apr 30, 2024	2024 (Q3)	0.57 / 0.67	0.163	307.98% (+0.50)
Jan 29, 2024	2024 (Q2)	0.52 / 0.56	0.326	71.47% (+0.23)
Nov 01, 2023	2024 (Q1)	0.33 / 0.34	0.342	0.29% (<+0.01)
Aug 08, 2023	2023 (Q4)	0.29 / 0.35	0.262	33.97% (+0.09)

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

SMCI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$57.26	$46.79	-18.29%
May 06, 2025	$32.94	$32.48	-1.40%
Feb 11, 2025	$38.61	$39.68	+2.77%
Nov 05, 2024	$27.70	$22.70	-18.05%

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.