Financial Data and Key Metrics Changes - Fiscal year 2025 revenues reached $22 billion, reflecting a 47% year-on-year growth [8][20] - Q4 fiscal year 2025 revenues were $5.8 billion, up 8% year-over-year and 25% quarter-over-quarter [20] - Non-GAAP earnings per share for Q4 were $0.41, down from $0.50 year-over-year, primarily due to tariff impacts [9][25] - Non-GAAP gross margin for Q4 was 9.6%, slightly down from 9.7% in Q3 [23] Business Line Data and Key Metrics Changes - Enterprise channel segment revenues in Q4 were $2.1 billion, representing 36% of total revenues, up 7% year-over-year [20] - OEM appliance and large data center segment revenues were $3.7 billion, representing 63% of Q4 revenues, up 40% quarter-over-quarter [21] - The emerging 5G telco edge IoT segment accounted for 1% of Q4 revenues [21] Market Data and Key Metrics Changes - By geography, the US represented 38% of Q4 revenues, Asia 42%, Europe 15%, and the rest of the world 5% [22] - Year-over-year, US revenues decreased by 33%, while Asia increased by 91% and Europe by 66% [22] Company Strategy and Development Direction - The company is focusing on AI and green computing solutions, with a strategic emphasis on enterprise IoT and telco markets [10][16] - Introduction of the Data Center Building Block Solution (DCBBS) aims to simplify customer data center infrastructure and reduce time to market [12][14] - The company anticipates revenue between $6 billion and $7 billion for Q1 fiscal year 2026, with a long-term goal of at least $33 billion for the full fiscal year 2026 [18][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in overcoming previous capital constraints and expects improved chip availability from vendors like NVIDIA [34][35] - The company is optimistic about growth in the AI server market and believes it can achieve both revenue growth and margin expansion [40][66] - Management highlighted the importance of the DCBBS in accelerating customer deployments and enhancing profitability [42][66] Other Important Information - The company completed a convertible bond offering raising $2.3 billion in gross proceeds [26] - Q4 cash flow generated from operations was $864 million, compared to $627 million in the previous quarter [25] Q&A Session Summary Question: What are the bottlenecks for sales and revenue outlook? - Management acknowledged chip availability and resource constraints from vendors as potential bottlenecks but expects improvements [34][35] Question: What is the strategy for competing in the AI server market? - The focus is on both revenue growth and margin expansion through comprehensive solutions like DCBBS [40][42] Question: Can you discuss the opportunity with Sovereigns? - Management sees significant growth potential in building AI infrastructure for various countries, particularly in Europe and the Middle East [46][49] Question: What is the expected gross margin for the full year? - Management is optimistic about margin improvement through DCBBS and other solutions but did not provide specific forecasts [73][74] Question: What is the expected contribution of DCBBS to revenue? - Management anticipates that DCBBS will gradually grow and hopes it will represent a significant portion of revenue in the future [87][101]

Super Micro Computer (SMCI) Q4 2025 Earnings Call August 05, 2025 05:00 PM ET Speaker0Thank you for standing by. My name is Cameron, and I will be your conference operator today. At this time, I would like to welcome everyone to the Super Micro Computer Inc. SMCI U. S.Fourth Quarter Fiscal Year twenty twenty five Business Update Call. With us today are Charles Liang, Founder, President and Chief Executive Officer David Wieggen, CFO and Michael Stager, Senior Vice President of Corporate Development. All line ...

TORONTO, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Celestica Inc. (TSX: CLS) (NYSE: CLS), a leader in design, manufacturing, supply chain and platform solutions for the world's most innovative companies, today introduced the SC6110, a 2U dual-node, all-flash 32-drive bay storage controller designed for performance and efficiency. The SC6110 platform integrates a host of performance, high availability and scalability features to meet the demands of modern enterprises, building upon Celestica's legacy of excellence i ...

Super Micro Computer (NASDAQ: SMCI) is set to report its fourth quarter fiscal year 2025 results after the bell on Tuesday, August 5. Ahead of the release, the stock rose 2.81% on Monday to close at $58.23.Analysts expect Super Micro to deliver around $6.13 billion in fourth-quarter revenue and report earnings of $0.75 per share. The company previously projected revenue between $5.6 billion and $6.4 billion, with non-GAAP EPS in the range of $0.40 to $0.50.However, sentiment has grown more bearish ahead of ...

Core Viewpoint - Zhejiang University has developed the world's largest neuromorphic computer, "Darwin Monkey (悟空)," which utilizes the third-generation brain-like chip Darwin 3, featuring over 2 billion spiking neurons and 100 billion synaptic connections, significantly advancing artificial intelligence and neuroscience modeling capabilities [1][2][19]. Group 1: Computer Specifications - The "Darwin Monkey" computer is built on the Darwin 3 chip, which supports over 2 billion spiking neurons, closely approaching the neuron count of a macaque brain [1][6]. - Each Darwin 3 chip can handle over 2.35 million spiking neurons and hundreds of millions of synapses, utilizing a 24x24 two-dimensional node grid architecture for efficient inter-node communication [6][8]. - The chip operates on an event-driven architecture, activating only when necessary, which reduces power consumption to as low as 5.47 picojoules per synaptic operation [13]. Group 2: Technological Innovations - Darwin 3 features a specialized instruction set architecture (ISA) that includes 10 main instructions for efficient processing of various spiking neuron models and learning rules [9][10]. - The chip employs an innovative connection representation mechanism that significantly compresses storage requirements while enhancing the maximum fan-in and fan-out capabilities by 1024 and 2048 times, respectively [11]. - The integration of 2.5D advanced packaging technology allows for the direct packaging of 64 Darwin 3 chips on a single 12-inch wafer, improving interconnect speed and reducing power consumption [18]. Group 3: Applications and Implications - The "Darwin Monkey" has successfully deployed intelligent applications, including DeepSeek, and has simulated various animal brains, providing new tools for neuroscience research [19][23]. - This computer not only serves as a foundation for AI development but also offers neuroscientists a means to explore brain mechanisms, potentially reducing reliance on biological experiments [23][24]. - The capabilities of the "Darwin Monkey" are expected to surpass human brain computational speeds, supporting future research in brain-like artificial intelligence [24].

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.I've been covering Super Micro Computer, Inc. (NASDAQ: SMCI ) since January 2024, initially rating the stock as a Buy, and then withdrawing that rating and assigning it again as the market conditions and theHe leads the investing group Beyond the Wal ...

Company Overview - Super Micro Computer (NASDAQ: SMCI) is expected to announce its Q4 2025 earnings around August 5, 2025, with a stock performance increase of nearly 60% in the past three months [2] - The company's current market capitalization is $36 billion, with revenue for the past twelve months at $22 billion, operating profits of $1.3 billion, and a net income of $1.2 billion [4] Earnings Expectations - Revenues are anticipated to increase by approximately 11% year-over-year to $5.9 billion, while earnings are projected to be around $0.44 per share, slightly down from the previous year [2] - Revenue growth is likely driven by sustained demand from the AI, cloud computing, and data center sectors [2] Product Developments - New offerings such as high-memory X14 servers and advanced liquid-cooled GPU systems utilizing AMD Instinct MI350s are expected to significantly contribute to business performance during this quarter [3] - The company is prioritizing the development of liquid cooling technology for servers, which has put pressure on margins [3] Margin Analysis - As of Q3 FY'25, Super Micro's gross margin was 9.6%, down from 11.8% in Q2 FY'25 and 15.5% in Q3 FY'24 [3] Historical Performance Insights - There have been 20 recorded earnings instances in the last five years, with 10 positive and 10 negative one-day (1D) returns, indicating a 50% occurrence of positive returns [7] - The percentage of positive returns falls to 27% when considering data from the last three years [7] Correlation Analysis - Understanding the correlation between short-term and medium-term returns following earnings can help in positioning trades effectively [8] - Historical data shows that the correlation between 1D and 5D returns can guide trading strategies post-earnings announcements [8]

SAN JOSE, Calif., July 31, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, today is announcing the return of its Open Storage Summit for 2025. Now in its sixth year, this free virtual conference brings together Supermicro, industry leaders, technology partners, customers, along with hosts, theCUBE and SiliconANGLE to explore the evolving landscape of Storage workloads, AI and its impact on modern storage infrastructure. Storag ...

7月30日，智微智能发布2025年半年度报告称，公司上半年实现营业收入19.47亿元，同比增加15.29%；归属于上市公司 股东的净利润为1.02亿元，同比增加80.08%；扣除非经常性损益的净利润为0.88亿元，同比增加77.18%。 报告称，业绩大幅增长的主要原因包括：一方面，受益于AI产业发展，公司服务器、智算业务增长强劲，较去年同期 实现翻倍增长。另一方面，受益于PC行业回暖以及工业物联网业务盈利能力提升，上半年PC业务持续上量，工业物联 网业务实现了扭亏为盈。 报告期内，公司提供从AI算力规划与设计、GPU及高性能服务器设备交付、运维调优、算力调度与优化管理平台服 务、算力租赁+MaaS、算力及网络设备售后到置换回收的全流程服务。同时，公司全面推出AIOPS、AI PC、AI边缘网 关、AI大模型算力一体机、AI工控机等多样产品，充分满足智慧教育、智慧办公、智慧金融、智慧医疗、工业自动化 等多种AI+场景的应用需求。 报告称，作为创新型企业，公司始终坚持创新驱动发展，持续强化在核心技术、产品方面的投入，以增强公司的创新能 力和技术实力。报告期内，公司围绕新技术、新产品、量产产品性能优化等方面持续投入 ...

关于增加2025年度日常关联交易 预计额度的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001339 证券简称：智微智能 公告编号：2025-069 深圳市智微智能科技股份有限公司 一、日常关联交易基本情况 （一）日常关联交易概述 1、公司已预计的2025年日常关联交易审议及披露情况 2025年3月7日，深圳市智微智能科技股份有限公司（以下简称"公司"）召开了第二届董事会第十六次会 议、第二届监事会第十二次会议，并于2025年3月24日召开2025年第一次临时股东大会，审议通过了 《关于2025年度日常关联交易预计的议案》，根据公司经营需要，对公司2025年度日常关联交易情况进 行了预计。预计2025年公司与关联方的关联交易总额不超过人民币60,371.88万元，其中向关联方租入场 地交易金额不超过人民币371.88万元，向关联方销售产品、商品不超过60,000万元。具体内容详见公司 于2025年3月8日披露于巨潮资讯网（www.cninfo.com.cn）的《关于2025年度日常关联交易预 ...