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SMCI cuts FY2025 forecast by 2B

发表于 : 06 5月 2025, 15:17
Nimitz

Supermicro (SMCI) reported its Q3 FY2025 financial results with net sales of $4.60 billion, down from $5.68 billion in Q2'25 but up from $3.85 billion in Q3'24. The company experienced a significant decline in profitability, with net income dropping to $109 million from $321 million in Q2'25 and $402 million in Q3'24. Gross margin decreased to 9.6% from 11.8% in Q2'25. The company noted customer delays in platform decisions but expects commitments to materialize in upcoming quarters. Supermicro updated its FY2025 revenue guidance to $21.8-22.6 billion, down from previous $23.5-25.0 billion. For Q4 FY2025, the company projects net sales of $5.6-6.4 billion with non-GAAP EPS of $0.40-0.50.


Re: SMCI cuts FY2025 forecast by 2B

发表于 : 06 5月 2025, 15:38
Hof

SMCI 盘后跌 6.2%!

不过,更重要的是它/SMCI,对整个芯片业/板块的impact,进一步对应用层,esp. AI,datacenter 相关产业的影响

个人感觉,整个芯片业的股市” 黄金期“ / 蜜月期,已经过去了。。。retreating towards EOY, or even next year(s)


Re: SMCI cuts FY2025 forecast by 2B

发表于 : 06 5月 2025, 21:49
牛大春
Hof 写了: 06 5月 2025, 15:38

SMCI 盘后跌 6.2%!

不过,更重要的是它/SMCI,对整个芯片业/板块的impact,进一步对应用层,esp. AI,datacenter 相关产业的影响

个人感觉,整个芯片业的股市” 黄金期“ / 蜜月期,已经过去了。。。retreating towards EOY, or even next year(s)

AMD财报后跳了一下,然后就完蛋了。看明天吧。