Super Micro Computer (SMCI) Cuts Full-Year Revenue Guidance

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  Posted by John Deo Feb 12 - Filed in General - #financialmodelingprep  - 14 views
  

  Super Micro Computer Inc. (NASDAQMCI) saw its stock fall over 3% in after-hours trading after the company lowered its full-year revenue guidance and reported preliminary Q2 results that fell short of estimates.

  Key Financial Updates

  Q2 Preliminary Results (Three Months Ended Dec. 31)

  • Revenue: $5.6B to $5.7B (vs. analyst expectations of $5.89B)
  • Non-GAAP EPS: $0.58 to $0.60 (vs. analyst expectations of $0.61)

  Revised Full-Year 2025 Guidance

  • New revenue range: $23.5B to $25B
  • Previous guidance: $26B to $30B

  Why Did SMCI Cut Guidance?

  The company’s revised outlook suggests weaker-than-expected demand or supply chain constraints, although no detailed explanation was provided. The AI and data center boom has significantly driven SMCI’s growth, so a slowdown in demand from major hyperscalers or enterprise customers could be contributing factors.

  Market Impact & Investor Sentiment

  • SMCI shares dropped over 3% after-hours, reflecting investor disappointment over missed expectations.
  • Despite this, the company remains a key player in high-performance computing and AI-driven infrastructure.

  Tracking SMCI’s Market Position

  To assess industry trends and SMCI’s relative performance, investors can use:

  • Revenue Product Segmentation API – Gain insights into SMCI’s revenue streams.
  • Earnings Historical API – Analyze past earnings trends to identify revenue patterns.

  Conclusion

  Super Micro’s guidance cut raises concerns about demand sustainability, but its long-term AI-driven growth potential remains intact. Investors will be watching for further clarity in the company’s official earnings report.