Super Micro Computer Inc (SMCI) Q3 2025 earnings call -highlights: navigate

• Revenue: The net turnover of the financial year in the third quarter was 4.6 billion US dollars, which was due to a previous year by 19% compared to the previous year compared to the quarter.

• Non-GAAP-EPS: $ 0.31 per share compared to USD 0.66 in the previous year.

• Gross marge: The gross margin of the non-GAAP was 9.7%, compared to 11.9% in the second quarter.

• Operating costs: The non-GAAP operating costs amounted to $ 216 million, a decrease of 5% quarter compared to the quarter and an increase of 30% compared to the previous year.

• Operating range: The non-GAAP operating margin was 5% compared to 7.9% in Q2.

• Cashflow from the company: 627 million US dollars in the third quarter.

• Free Cashflow: 594 million US dollars in a quarter.

• Inventory: The inventory was 3.9 billion dollars, which rose by 7.6% compared to the quarter of a quarter.

• Net money position: 44 million US dollars compared with a negative net money position of 479 million US dollars in the last quarter.

• Q4 income instructions: The expected net turnover in the range of 5.6 billion US dollars up to $ 6.4 billion.

• Q4 Non-GAAP-EPS instructions: 0.40 to 0.50 USD per share.

• Investment: 33 million US dollars for the third quarter, with the fourth quarter probably $ 45 to 55 million in the range of $ 45 million.

Appearance date: May 06, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• Super Micro Computer Inc (NASDAQ: SMCI) reported sales of 4.6 billion US dollars of 4.6 billion US dollars.

• The company reached a volume shipping for new AI platforms, which indicates strong demand and market management.

• Super Micro Computer Inc (Nasdaq: SMCI) expand its global operations, including new facilities in Malaysia, Taiwan and Europe.

• The company starts its DCBBS solution for data centers (DCBBS), which promises to reduce electricity consumption and optimize the space.

• Super Micro Computer Inc (NASDAQ: SMCI) holds a strong cash position with 2.54 billion US dollars in cash and a net money position of $ 44 million.

• The net turnover of the financial year advertising of 4.6 billion US dollars was lower than the original forecast due to the delayed customer obligations.

• The non-GAAP EPS for the financial year quota was $ 0.31 per share compared to $ 0.66 in the previous year, which were affected by the inventory bonds.

• The company's gross margin decreased to 9.7%, compared to 11.9% in the previous quarter due to higher inventory reserves and lower volume.

• Super Micro Computer Inc (Nasdaq: SMCI) faces macroeconomic challenges and tariff effects, which creates prognosis uncertainty.

• The company recorded a decline in sales of 19% quarter compared to the quarter, which was due to delayed platform decisions by customers.

Q: Customers call back orders due to macroeconomic conditions and how does this affect the view of the June quarter? A: Charles Liang, CEO, said that despite macroeconomic uncertainties, they see strong orders and expect a robust June quarter. The September quarter will be even stronger with the full production of new products such as Blackwell.