Super Micro Computer Inc Stock Price, News & Analysis

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.

Supermicro has released preliminary financial results for Q3 fiscal 2025, showing significant deviation from prior guidance. The company expects net sales between $4.5B to $4.6B, down from the previous guidance of $5.0B to $6.0B.

Key highlights:

• GAAP earnings per share projected at $0.16 to $0.17, below prior guidance of $0.36 to $0.53
• Non-GAAP earnings per share estimated at $0.29 to $0.31, lower than previous $0.46 to $0.62
• Gross margin declined 220 basis points from Q2 due to higher inventory reserves and expedite costs
• Some customer platform decisions were delayed, shifting sales to Q4
• New generation product design wins remain strong

The company will host a conference call on May 6, 2025, at 5:00 p.m. ET to discuss these results. These preliminary results are subject to revision during financial closing procedures.

Supermicro (NASDAQ: SMCI) and SteelDome have announced a strategic collaboration to deliver next-generation virtualization and storage solutions optimized for hyperconverged and AI workloads. The partnership combines Supermicro's hardware with SteelDome's virtualization and software-defined storage (SDS) technologies.

The joint solution offers key benefits including:

• Optimized performance for HCI and AI workloads
• Seamless integration and quick deployment capabilities
• Scalable and flexible architecture
• Enhanced efficiency with reduced power costs
• Robust data protection with integrated encryption
• Edge and cloud-ready deployment options

Lawrence Lam, VP of AI and Storage Technology at Supermicro, emphasized their commitment to first-to-market innovation, while SteelDome CEO Tony Franchi highlighted their focus on revolutionizing data infrastructure through software-defined innovation.

Super Micro Computer (SMCI) has achieved industry-leading performance in MLPerf Inference v5.0 benchmarks using NVIDIA HGX B200 8-GPU systems. The company's 4U liquid-cooled and 10U air-cooled systems demonstrated over 3x token generation per second compared to H200 8-GPU systems for Llama2-70B and Llama3.1-405B benchmarks.

Key performance highlights include:

• 129,000 tokens/second for Mixtral 8x7B Inference
• Over 1,000 tokens/second for Llama3.1-405b model
• 62,265.70 Tokens/s for llama2-70b-interactive-99

The company offers over 100 GPU-optimized systems with both cooling options. The new liquid-cooling technology features enhanced cold plates and a 250kW coolant distribution unit, doubling previous generation cooling capacity. The air-cooled 10U system accommodates eight 1000W TDP Blackwell GPUs, delivering up to 15x inference and 3x training performance.

Supermicro (NASDAQ: SMCI) has announced key leadership appointments to support its growth strategy. Scott Angel, bringing nearly 40 years of experience in accounting, audit, consulting, and financial advisory, has joined as a new independent director. His expertise spans technology and semiconductor industries with a focus on risk and compliance.

Additionally, Yitai Hu has been promoted to General Counsel & Senior Vice President of Corporate Development, reporting directly to CEO Charles Liang. This appointment aims to expand the company's in-house legal department to align with organizational growth and complexity.

These appointments come as Supermicro experiences significant growth and positions itself at the forefront of the AI revolution as a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge technologies.

Supermicro (SMCI) announces the launch of over 20 new single-socket server systems powered by Intel Xeon 6 processors with P-Cores. These new systems offer up to 136 PCIe 5.0 lanes and support processors with up to 500-watt TDP, delivering performance previously only achievable with dual-socket platforms.

The new architecture enables significant benefits including reduced acquisition costs, lower power consumption, and smaller physical footprint compared to traditional dual-processor servers. Key product families include SuperBlade, Hyper, CloudDC, WIO, Top-loading Storage, GrandTwin, and Edge servers, designed for various workloads from cloud computing to AI inferencing.

These single-socket servers eliminate CPU-CPU interconnect issues, providing enhanced I/O capacity and avoiding Non-Uniform Memory Access (NUMA) latency concerns. The systems support more cores per system than previous generations and offer improved flexibility for high-speed networking, GPUs, and storage devices.

Supermicro (NASDAQ: SMCI) has unveiled a new Petascale All-Flash Storage Server featuring the NVIDIA Grace CPU Superchip. This innovative 1U storage system (ARS-121L-NE316R) is designed for high-performance software-defined storage workloads in AI and ML applications.

The server incorporates 144 Arm Neoverse V2 cores and supports 16 hot-swap EDSFF PCIe Gen5 E3.S NVMe drives, enabling 983TB raw capacity using 61.44TB SSDs. A rack containing 40 systems can provide 39.3PB of raw storage capacity.

The system features integrated 960GB of LPDDR5X on the CPU platform and can support two NVIDIA BlueField-3 or ConnectX-8 SuperNICs. Supermicro has collaborated with WEKA to optimize the solution for enterprise AI and ML training, analytics, and inferencing workloads, promising improved performance scaling and power efficiency compared to x86-based systems.

Supermicro (NASDAQ: SMCI) announces new AI systems powered by NVIDIA's Blackwell Ultra platform, featuring HGX B300 NVL16 and GB300 NVL72 platforms. The new solutions focus on AI reasoning, agentic AI, and video inference applications.

Key features include:

• HGX B300 NVL16 system: 8U platform with 2.3TB of HBM3e per system, 800 Gb/s node-to-node speeds
• GB300 NVL72: Integrates 72 NVIDIA Blackwell Ultra GPUs and 36 Grace CPUs, offering over 20TB of HBM3e memory
• Advanced liquid-cooling solution reducing power consumption by up to 40%

The systems feature enhanced AI FLOPs, increased HBM3e capacity, and up to 800 Gb/s direct-to-GPU networking performance. Supermicro's liquid-cooling solution operates with 40℃ warm water in 8-node rack configuration or 35℃ in double-density 16-node rack configuration.

Supermicro (NASDAQ: SMCI) has announced support for the new NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs across its portfolio of GPU servers and workstations. The expansion includes over 100 GPU-optimized systems designed for enterprise AI applications.

The new NVIDIA RTX PRO 6000 Blackwell Server Edition features enhanced performance compared to the previous L40S, including faster GDDR7 memory, 2x memory capacity, PCIe 5.0 interface support, and Multi-Instance GPU capabilities supporting up to 4 isolated instances.

Supermicro's system lineup includes:

• 5U PCIe GPU systems supporting up to 10 GPUs
• NVIDIA MGX systems with up to 8 GPUs in 4U
• 3U Edge-optimized systems supporting up to 8 double-width GPUs
• SuperBlade systems with up to 120 GPUs per rack
• Rackmount and Tower Workstations for AI development and creative applications