•
Nov 25, 2022

SMART Q1 2023 Earnings Report

Reported financial results with record non-GAAP gross margins, reflecting focus on higher quality revenue.

Key Takeaways

SMART Global Holdings, Inc. reported first quarter fiscal 2023 financial results with net sales of $465 million and non-GAAP gross margins of 27.8%. The company is strategically investing in its business while managing operations in a prudent manner.

Net sales increased to $465 million, up 6.3% versus the prior quarter.

GAAP gross margin increased to 25.4%, up 170 basis points versus the prior quarter.

Non-GAAP gross margin increased to 27.8%, up 320 basis points versus the prior quarter.

Closed acquisition of Stratus Technologies on August 29, 2022

Total Revenue
$465M
Previous year: $470M
-1.0%
EPS
$0.79
Previous year: $1.08
-26.9%
Gross Profit
$118M
Previous year: $122M
-3.1%
Cash and Equivalents
$325M
Previous year: $233M
+39.4%
Free Cash Flow
-$82M
Previous year: $2.38M
-3544.4%
Total Assets
$1.81B
Previous year: $1.32B
+36.6%

SMART

SMART

Forward Guidance

SGH is providing the following financial outlook for its second quarter of fiscal 2023

Positive Outlook

  • Net sales are expected to be between $410 to $460 million.
  • Gross margin is expected to be between 25% to 27%.
  • Non-GAAP gross margin is expected to be between 26% to 28%.
  • Diluted earnings per share is expected to be $0.13 +/- $0.15.
  • Non-GAAP diluted earnings per share is expected to be $0.60 +/- $0.15.