Supermicro reports Q2 rev $5.6-5.7B (+54% YoY) but cuts FY25 revenue guide to $23.5-25B; DOJ/SEC subpoenas

Super Micro Computer, Inc.

2025-Q2 EPS reported $1.17 vs consensus $0.45 ▲ beat (+161.4%)

Q2 FY2025 preliminary: rev $5.6-5.7B (+54% YoY); GAAP EPS $0.50-0.52 flat; non-GAAP EPS $0.58-0.60 (+5%).
FY2025 revenue guidance cut from $26-30B to $23.5-25B; Q3 rev guide $5-6B, GAAP EPS $0.36-0.53.
Gross margin 11.8-11.9% extremely low; prior quarter inventory reserve charge of ~$45M adjusted EPS down $0.09.
Company discloses DOJ and SEC subpoenas received late 2024; cooperating; securities litigation deemed without merit.
Issued $700M new 2.25% convertible notes due 2028; amended existing 0.00% notes to 3.50% interest due 2029.

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