Super Micro: Fiscal Q4 Earnings Snapshot
Supermicro said more than $60 billion in new orders lifted its backlog, even as inventories and receivables swelled and cash needs forced fresh financing.
- On Tuesday, Super Micro Computer Inc. reported fiscal fourth-quarter profit of $1.18 billion, with quarterly revenue of $11.12 billion capping a volatile fiscal year.
- Working capital ballooned to $13.69B as inventories and receivables exploded, forcing SMCI to raise debt and equity amid significant obsolescence risk in finished goods.
- Supermicro booked more than $60 billion in new orders during the quarter, anchored by a $13B Blackwell Ultra backlog as it expands AI infrastructure capacity.
- For the full fiscal year, SMCI reported $2.23 billion in profit on $39.06 billion in revenue, exceeding the average analyst estimate of 68 cents per share.
- Management continues an independent review of export-control transactions; CFO David Weigand stated the company does not believe it will need to restate financial results.
12 Articles
12 Articles
Super Micro’s Massive FY2027 Outlook Sends Shares 7% Higher
Super Micro Computer reported mixed fiscal Q4 headline results, with revenue of $11.1 billion falling short of the $11.55 billion consensus estimate. However, adjusted EPS exploded 315% year over year…
Super Micro Computer (NASDAQ: SMCI) Books $60 Billion In AI Server Orders But Stock Languishes Near $30
Super Micro Computer (NASDAQ: SMCI) disclosed in a preliminary fiscal fourth-quarter update that new orders during the quarter ended June 30 exceeded $60 billion, pushing its backlog to a record level. Management guided revenue to come in near the low end of its $11 billion to $12.5 billion range for the quarter, a figure that initially underwhelmed some observers. However, the company estimated gross margins of 15% to 17%, roughly double the 8.…
Super Micro Computer Landed $60 Billion in Orders Last Quarter, but Trades at Just $30
Key PointsSupermicro booked more than $60 billion in new AI server orders in one quarter and expects significantly higher gross margins (15% to 17%).The market remains cautious because some orders are not firm commitments.The company is raising $7 billion through equity-related financing.10 stocks we like better than Super Micro Computer › Super Micro Computer (NASDAQ: SMCI) recently told investors something that would normally be considered gre…
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