Super Micro Computer(US:SMCI) Ge Long Hui·2025-11-05 09:18Core Viewpoint - Super Micro Computer (SMCI.US) experienced a nearly 10% drop in pre-market trading, currently priced at $42.75, despite a year-to-date increase of over 55% [1] Financial Performance - For the first fiscal quarter, Super Micro Computer reported revenue of $5 billion, a year-over-year decline of 15% and a quarter-over-quarter decline of 14%, significantly below the market expectation of $6.09 billion [1] - The net profit plummeted by 60% year-over-year to $168 million, with adjusted earnings per share (EPS) of $0.35, also falling short of the expected $0.41 [1] - The gross margin decreased from 13.1% in the same period last year to 9.3% [1] Future Guidance - The company anticipates second fiscal quarter sales to be between $10 billion and $11 billion, with EPS projected between $0.46 and $0.54, compared to market expectations of $8.05 billion and $0.62 respectively [1]