earnings
confidence high
sentiment negative
materiality 0.85
Supermicro Q3 FY25 revenue $4.60B, EPS $0.17, guidance cut, FY25 outlook lowered
Super Micro Computer, Inc.
2025-Q3 EPS
reported $1.37
vs consensus $0.41
▲ beat
(+233.2%)
- Net sales $4.60B down 19% QoQ ($5.68B) and up 19% YoY ($3.85B); gross margin 9.6% vs 11.8% Q2.
- GAAP diluted EPS $0.17 vs $0.51 prior Q and $0.66 YoY; non-GAAP EPS $0.31 vs $0.59 prior Q.
- Q4 FY25 guidance: net sales $5.6-6.4B, GAAP EPS $0.30-0.40, non-GAAP EPS $0.40-0.50.
- FY25 revenue guidance cut to $21.8-22.6B from prior $23.5-25.0B.
- CEO cited customer platform delays; tariff uncertainty may cause short-term impact.