Super Micro Computer (SMCI) results:
- Adjusted EPS: $0.41, below the street’s $0.45 estimate and down from $0.63 a year earlier
- Revenue: $5.8 billion, missing the forecast of $6.0 billion but still up approximately 8% year-over-year
- Gross Margin: ~9.6%, trailing expectations of 10%
Guidance:
- Non‑GAAP EPS: $0.40–$0.52, below consensus of roughly $0.59
- Revenue: $6–$7 billion, vs. $6.55 billion analysts expected
- Revenue Outlook: A bullish projection of at least $33 billion, far exceeding prior analyst expectations near $20 billion
SMCI shares down approximately 10–11% in after-hours trading following the release on as key concerns:
- lower-than-expected EPS
- softer margins
- and increasing competitive pressure in the AI‑server market
This article was written by Eamonn Sheridan at investinglive.com.