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SMCI Super Micro Computer

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  • 509.940
  • +17.240+3.50%
Close Aug 8 16:00 ET
  • 512.700
  • +2.760+0.54%
Post 17:31 ET
29.86BMarket Cap25.38P/E (TTM)

Super Micro Computer Key Stats

Super Micro Computer Earnings Date

Currency: USD

Period

Q4 FY2024 Earnings

Aug 6, 2024

Revenue(YoY)

5.31B

+142.95%
EPS(YoY)

5.51

+60.64%

Hold

Aug 7, 2024

Super Micro Computer Earnings Call
Super Micro Computer Earnings Call Q&A
Q1: Encouraged to see the revenue guidance for $26 billion to $30 billion for fiscal '25. I was wondering if you could just provide a little bit of color around the assumptions underpinning that revenue guidance and any visibility that you have in terms of backlog and some of the contingencies you might be assuming in terms of supply availability? And then secondly, I was just wondering if you could provide a little bit more color around the growth in operating margin, improvement throughout the year. Should we think about the, the long-term gross margin targets as applicable for the full year as well or exiting the year?
Q2: Could you frame for us how the company is thinking about its liquid cooling capability relative to others who are providing liquid cooling service as well. It sounds like you guys are really high on your capability and it seems to be showing up at least in the guidance. But I think additional context around how you guys are competitively positioned and maybe some of the technical reasons why would be super useful for those.

非常感谢您对我们公司的关注。

在过去的一年中,我们公司取得了非常出色的业绩表现。

我们的销售额实现了XX%的增长,净利润同比增长了XX%。

这主要得益于我们公司在产品研发、市场推广、客户服务等方面的不断努力和创新。

我们将继续秉承稳健的经营理念,不断提升产品质量和服务水平,为客户创造更大的价值。

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Super Micro Computer Earnings Estimates

Revenue

EPS

EBIT

Revenue is based on 13 analyst forecasts. Estimate data is from S&P, and actual data is from Income Statement

Currency: USD

Actual
Estimate
DatePeriodRevenue/EstimateEarnings Call
--2025/Q2-- / 6.537B--
--2025/Q1-- / 6.224B--
Aug 6, 20242024/Q45.308B / 5.303B--
Apr 30, 20242024/Q33.850B / 3.897B--
Jan 29, 20242024/Q23.665B / 3.258B--
DatePeriodRevenue/EstimateEarnings Call
--2025/Q2-- / 6.537B--
--2025/Q1-- / 6.224B--
Aug 6, 20242024/Q45.308B / 5.303B
Apr 30, 20242024/Q33.850B / 3.897B
Jan 29, 20242024/Q23.665B / 3.258B--

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Super Micro Computer Earnings Reports

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Analysis

Analyst Rating

Updated: Aug 7, 2024

Hold

  • Buy

    33.33%
  • Hold

    55.56%
  • Sell

    11.11%

Price Target

No Data

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