Super Micro Computer's revenue estimates for its upcoming fiscal year blow away analysts' expectations.In today's video, I discuss recent updates impacting Nvidia (NVDA 3.78%) and Super Micro Computer (SMCI 1.33%). Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Aug. 6, 2024. The video was published on Aug. 6, 2024. ...

After a strong start to the year, SMCI stock fell 50% since the March highs.In today's video, I will talk about Super Micro Computer's (SMCI 1.33%) fourth-quarter earnings report. Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Aug. 6, 2024. The video was published on Aug. 6, 2024. ...

For several months in 2024, the server company Super Micro Computer (NASDAQ: SMCI) was the absolute star of the stock market as it, between January and March, managed a rise from about $285 to above $1,000.Supermicro’s performance since has, however, been less than stellar as the company’s shares entered a months-long period of stagnation that has, with the release of the latest earnings report, ended with an extended session crash for SMCI.Indeed, while the technology firm managed to slightly beat revenue ...

Super Micro Computer, Inc. SMCI, which manufactures servers for artificial intelligence applications and processes, reported its fiscal fourth-quarter results Tuesday after the market closed and its stock reacted to the report with a sharp move to the downside.Quarterly sales jumped about 144% year-over-year to $5.31 billion, with the topline rising about 38% sequentially. The revenue growth was in line with the consensus. Non-GAAP earnings per share came in at $6.25 versus $3.51 a year ago and $6.65 in the ...

The demand for AI servers continues to grow.In today's video, I discuss Super Micro Computer (SMCI 1.33%) and other companies providing AI servers. Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Aug. 5, 2024. The video was published on Aug. 5, 2024. ...

Key TakeawaysSuper Micro Computer shares slumped 13% in extended trading on Tuesday after the server maker reported earnings that fell short of expectations, issued a light profit forecast and disclosed a surprise drop in adjusted gross margin, as the cost of transitioning to more expensive AI chips weighed on the bottom line.The shares broke down below a descending triangle last month, with the price closing beneath the closely watched 200-day moving average in early August.Super Micro Computer shares may ...

This marks the first-ever stock split for the AI-centric server specialist.Recent advancements in the field of artificial intelligence (AI) sparked a flurry of interest from consumers and investors alike. The dawn of generative AI early last year has also had an impact on companies at the cutting edge of the technology, sending sales and profits to new heights. This, in turn, has sent the stock prices of these companies surging as investors scramble to get in on the ground floor of the paradigm shift in the ...

财务数据和关键指标变化 - 公司Q4营收达53.1亿美元,同比增长143% [13][16] - 公司全年营收达149.4亿美元,同比增长110% [13][35] - 公司Q4非GAAP每股收益6.25美元,同比增长78% [17] - 公司全年非GAAP每股收益22.09美元,同比增长87% [36] - 公司Q4毛利率为11.3%,低于预期,主要受到大客户业务占比提高和DLC液冷组件成本上升的影响 [46][73] - 公司全年毛利率为14.2%,去年同期为18.1% [46] - 公司Q4营业利润率为7.1%,低于Q3的11.3% [49] 各条业务线数据和关键指标变化 - 企业渠道业务Q4收入18.3亿美元,占比34%,同比增长87%,环比下降3% [41] - 大型数据中心业务Q4收入34.1亿美元,占比64%,同比增长192%,环比增长76% [41] - 5G、电信、边缘/物联网业务Q4收入0.75亿美元,占比2% [41] - 全年来看,企业渠道业务增长79%,占比41%;大型数据中心业务增长149%,占比58%;5G等新兴业务占比1% [42] 各个市场数据和关键指标变化 - 美国市场Q4收入占比61%,同比增长94%,环比增长20% [44][45] - 亚洲市场Q4收入占比24%,同比增长437%,环比增长66% [44][45] - 欧洲市场Q4收入占比10%,同比增长128%,环比增长74% [44][45] - 其他地区Q4收入占比5%,同比增长386%,环比增长187% [44][45] 公司战略和发展方向及行业竞争 - 公司正在大力推广DLC液冷解决方案,认为未来12个月内将有25%-30%的新数据中心采用DLC液冷 [22][23] - 公司推出全新的数据中心建筑块解决方案(Datacenter BBS),可以大幅缩短客户新建数据中心的时间 [25][26][27] - 公司在马来西亚新建生产基地,将于今年11月投产,有助于提升产能和降低成本 [28][40] - 公司在美国也在扩充产能,以满足DLC液冷需求 [29] - 公司未来12个月的收入目标为260亿-300亿美元,预计毛利率将逐步回升至14%-17%的目标区间 [32][57][58] 管理层对经营环境和未来前景的评论 - 公司看好AI基础设施市场,特别是生成式AI培训和推理应用的需求 [14][15] - 公司认为DLC液冷解决方案可以大幅降低客户的运营成本和碳排放,是未来数据中心的主流解决方案 [19][20][21][22][23] - 公司相信未来12个月内DLC液冷将占新增数据中心部署的25%-30% [22] - 公司表示短期内毛利率压力将缓解,到2025财年末将恢复正常水平 [32] 其他重要信息 - 公司宣布10:1的股票拆分,以使股票更加普及 [33] - 公司获得5亿美元银行授信额度,将进一步优化资产负债表 [100] 问答环节重要的提问和回答 问题1 **Michael Ng 提问** 询问公司2025财年260亿-300亿美元的收入指引的假设和可见度 [63] **Charles Liang 回答** 公司继续获得新的设计wins,看好DLC液冷和数据中心建筑块解决方案的前景,与更多客户建立合作关系 [64] 问题2 **Samik Chatterjee 提问** 询问大客户业务对毛利率的影响是否持续 [66] **Charles Liang 回答** 公司将继续拓展大客户业务,同时也在加强企业客户基础,相信长期来看通过规模优势和成本优势可以提升毛利率 [67] 问题3 **Ruplu Bhattacharya 提问** 询问Q4毛利率下降430个基点中,客户结构和DLC液冷产品投放的具体影响 [73] **David Weigand 回答** 约一半是由于针对特定客户的定价策略,另一半是由于DLC液冷产品投放初期的成本上升 [92]

文章核心观点 - 超微计算机公司(Super Micro Computer)公布了第四季度财报,财报业绩未达分析师预期,但公司宣布了10:1的股票拆分[1][2] - 公司收入同比翻倍,略超分析师预期,但成本上升导致利润率下降[3] - 公司CEO表示,公司从"创纪录"的人工智能基础设施需求中获益[4][5] - 公司预计第一季度收入将达到60-70亿美元,全年收入将达到260-300亿美元,超出分析师预期[6] 根据目录分类总结 财务表现 - 公司第四季度收入同比增长超过一倍,达到53.1亿美元,略超分析师预期[3] - 但利润率下降,净利润为3.53亿美元,每股5.51美元,低于分析师预期[3] 业务发展 - 公司从人工智能基础设施的"创纪录"需求中获益[4][5] - 公司有望成为最大的IT基础设施公司,得益于其技术领先地位和新的数据中心解决方案[5] 未来展望 - 公司预计第一季度收入将达到60-70亿美元,全年收入将达到260-300亿美元,超出分析师预期[6] - 公司宣布10:1的股票拆分,拆分后股价预计将于10月1日开始交易[6]

文章核心观点 - Super Micro Computer (SMCI)公司发布了2024年6月季度财报,每股收益6.25美元,低于市场预期的8.03美元[1] - 公司本季度收入为53.1亿美元,超出市场预期0.34%[3] - 公司股价今年以来上涨114.2%,超过标普500指数8.7%的涨幅[5] 公司情况总结 - 公司本季度业绩超出预期,但仍低于市场预期,这是公司连续第三次超出预期[2] - 公司所属的计算机存储设备行业目前在250多个扎克斯行业中排名前6%,行业前景良好[11] - 另一家同行业公司Pure Storage也将在近期公布季度财报,预计每股收益0.38美元,同比增长11.8%,收入预计为7.57亿美元,同比增长9.9%[13] 未来展望 - 公司未来的股价走势将主要取决于管理层在财报电话会议上的评论[4] - 根据目前的盈利预期,公司下一季度每股收益预计为7.66美元,全年收入预计为239.2亿美元[10] - 分析师对公司的评级为中性(Zacks Rank 3),预计公司股价将与大盘持平[9]