earnings
confidence high
sentiment positive
materiality 0.85
Super Micro Q3 revenue $1.28B, down QoQ; guides Q4 revenue $1.7-1.9B, above Q3
Super Micro Computer, Inc.
2023-Q3 EPS reported
$8.00
revenue$4,938,621,000
- Net sales $1.28B vs $1.80B Q2 and $1.36B YoY; GAAP EPS $1.53 vs $3.14 Q2.
- Non-GAAP EPS $1.63; gross margin 17.6% vs 18.7% Q2.
- Q4 FY23 guidance: revenue $1.7-1.9B, GAAP EPS $2.13-2.65, non-GAAP $2.21-2.71.
- FY23 guidance maintained: revenue $6.6-6.8B, GAAP EPS $10.14-10.66.
- CEO sees record AI design wins and GPU cluster deployments; expects share gains.