With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.Back in early March, I published my bullish upgrade on Super Micro Computer, Inc. (NASDAQ: SMCI ) stock (from "Hold" to "Buy"), expecting that SMCI should keep reversing massively in the span of the next few weeks as itsHe leads the investing group B ...

图 点击 上方 硬AI 关注我们 超微电脑第三财季营收46亿美元，低于预期的54.2亿美元。第四季度指引为营收56-64亿美元，远低于市场预期的68.2亿 美元。CEO查尔斯认为经济不确定性和特朗普关税影响已开始显现。而由于关税相关不确定性，公司不会提供2026财年 指引。 硬·AI 作者 | 鲍弈龙 编辑 | 硬 AI 超微电脑第四财季收入预期大幅低于分析师预测，同时下调全年指引，反映出AI基础设施热潮可能 遭遇首个障碍。 周二美股盘后，AI服务器制造商超微电脑（Super Micro Computer）发布第四财季收入，业绩显著 低于预期，指引令人担忧： 财务表现不佳 ： 第三财季营收46亿美元，低于预期的54.2亿美元；调整后每股收益0.31美元，低于预期的0.50美 元 。净利润每股仅为0.17美元，较去年同期的0.66美元大幅下滑。 疲软指引引发关注 ： 第四季度指引为营收56-64亿美元，远低于市场预期的68.2亿美元 ；调整后每股收益0.40-0.50美 元，低于预期的0.69美元。 CEO查尔斯·梁(Charles Liang)在财报电话会议上指出： 我们看到客户在当前的Hopper和即将推出 ...

Fiscal Q3 2025 Results May 6, 2025 Better Faster Greener © 2025 Supermicro DISCLOSURES Cautionary Statement Regarding Forward Looking Statements Statements contained in this press release that are not historical fact may be forward looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements can be identified by the use of forward-looking terminology such as "anticipate," "believe," "continue," "co ...

超微电脑在上周表示，第三财季的毛利率比上一季度低220个基点，"主要是因为老一代产品导致库存储 备增加"，以及"加快新产品上市时间"的成本增加。 Bloomberg Intelligence分析师Woo Jin Ho表示，虽然一些客户可能会等到超微电脑产品配备英伟达的新 款 Blackwell芯片后再购买服务器，但"与关税和宏观经济问题相关的不确定性也可能对近期需求造成压 力。" 因搭载高性能显卡的人工智能(AI)服务器需求激增，超微电脑曾一度成为市场的宠儿。由于对人工智能 产品的强劲需求，超微电脑在2月份发布了乐观的长期营收指引，预计截至2026年6月的财年销售额将达 到400亿美元，几乎是分析师对当前财年预期的两倍。 智通财经APP获悉，周二美股盘后，超微电脑(SMCI.US)公布了截至2025年3月31日的2025财年第三财季 业绩。数据显示，该公司Q3不包括部分项目的每股收益为0.31美元;销售额为46亿美元，不及市场预 期，而部分分析师在该公司上周发布初步业绩后已经下调了预期。 超微电脑还预计，截至6月份的第四财季销售额将达到56亿至64亿美元，不包括部分项目的每股收益为 0.4至0.5美元。分析师 ...

This quarterly report represents an earnings surprise of 3.33%. A quarter ago, it was expected that this server technology company would post earnings of $0.60 per share when it actually produced earnings of $0.61, delivering a surprise of 1.67%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Super Micro, which belongs to the Zacks Computer- Storage Devices industry, posted revenues of $4.6 billion for the quarter ended March 2025, surpassing the Zacks Consensus Es ...

Super Micro Computer (SMCI) Q3 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Michael Staiger - SVP - Corporate DevelopmentCharles Liang - Founder, Chairman of the Board, President & CEODavid Weigand - SVP & CFOSamik Chatterjee - Executive DirectorMichael Ng - Managing Director - Global Investment ResearchGeorge Wang - Vice PresidentAsiya Merchant - Technology Equity ResearchNehal Chokshi - Managing DirectorJon Tanwanteng - Managing Director Conference Call Participants Ananda Baruah - Sto ...

Super Micro Computer (SMCI) Q3 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 Thank you for standing by. My name is Victoria, and I will be your conference operator today. At this time, I would like to welcome everyone to the Super Microcomputer, Inc. SMCI U. S. Third Quarter Full Year twenty twenty five Earnings Call. With us today are Charles Weiang, Founder, President and Chief Executive Officer David Weigand, CFO and Michael Stager, Senior Vice President of Corporate Development. All lines have be ...

Super Micro Computer (SMCI) Q3 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Michael Staiger - SVP - Corporate DevelopmentCharles Liang - Founder, Chairman of the Board, President & CEODavid Weigand - SVP & CFOSamik Chatterjee - Executive DirectorMichael Ng - Managing Director - Global Investment ResearchGeorge Wang - Vice PresidentAsiya Merchant - Technology Equity ResearchNehal Chokshi - Managing DirectorJon Tanwanteng - Managing Director Conference Call Participants Ananda Baruah - Sto ...

Charles Liang, CEO of Super Micro, speaks at the HumanX AI conference at in Las Vegas on March 10, 2025.Super Micro issued disappointing guidance on Tuesday, a week after the server maker provided preliminary results for the latest quarter that fell far shy of Wall Street's expectations. The stock slid about 4% in extended trading. Here's what the company reported in comparison with LSEG consensus:Earnings per share: 31 cents adjusted vs. 50 cents expectedRevenue: $4.60 billion vs. $5.42 billion expectedWhi ...

Financial Results Announcement - Super Micro Computer, Inc. announced preliminary unaudited financial results for the quarter ended March 31, 2025[5]. - The report was filed on April 29, 2025, indicating timely compliance with SEC regulations[2]. - The press release detailing financial results is attached as Exhibit 99.1[7]. - No specific financial figures or performance metrics were disclosed in the provided content[5]. Company Information - The company is listed on the NASDAQ Global Select Market under the symbol SMCI[3]. - The company operates from its headquarters located at 980 Rock Avenue, San Jose, California[2]. - The report was signed by Charles Liang, the President and CEO, affirming the authenticity of the information[11]. Compliance and Reporting - The company has not elected to use the extended transition period for new financial accounting standards[4]. - The financial results will not be deemed "filed" under the Exchange Act, ensuring clarity in reporting[6]. - The filing does not indicate any emerging growth company status[4].