earnings
confidence high
sentiment negative
materiality 0.85
Supermicro pre-announces Q3 revenue miss; guides $4.5-4.6B vs prior $5-6B
Super Micro Computer, Inc.
2025-Q3 EPS
reported $1.37
vs consensus $0.41
▲ beat
(+233.2%)
- Preliminary Q3 net sales $4.5-4.6B, well below prior guidance of $5.0-6.0B.
- GAAP diluted EPS $0.16-0.17; Non-GAAP $0.29-0.31, both below prior ranges.
- Gross margin down ~220 bps QoQ from higher inventory reserves and expedite costs.
- Delayed customer platform decisions pushed sales into Q4; new product design wins strong.
- Full conference call scheduled for May 6, 2025 at 5:00 p.m. ET.