Core Viewpoint - Super Micro Computer (SMCI) reported first-quarter revenue of $5 billion, falling short of analysts' average expectation of $6 billion, leading to a stock price drop of over 10% in after-hours trading. However, the company provided a second-quarter revenue forecast that exceeds Wall Street expectations, indicating strong demand for its AI-optimized servers [2]. Group 1 - Super Micro Computer's first-quarter revenue was $5 billion, below the expected $6 billion [2]. - The company's stock price dropped over 10% in after-hours trading following the earnings report [2]. - For the second quarter, Super Micro Computer expects revenue between $10 billion and $11 billion, significantly higher than the analysts' average estimate of $7.83 billion [2]. Group 2 - The optimistic second-quarter forecast suggests that Super Micro Computer is well-positioned to compete against larger rivals like Dell and Hewlett Packard Enterprise [2]. - These competitors are also striving to provide hardware solutions to meet the surging demand for artificial intelligence applications [2].
超微电脑第一季度营收低于预期 盘后一度跌超10%
Di Yi Cai Jing·2025-11-04 23:42