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Aug 28, 2020

SMART Q4 2020 Earnings Report

SMART Global Holdings reported strong Q4 2020 financial results, with revenue growth driven by Specialty Compute and Storage Solutions and Brazil businesses.

Key Takeaways

SMART Global Holdings reported Q4 2020 financial results with net sales of $297.0 million, a 6.7% increase year-over-year. GAAP net income was $7.5 million, or $0.30 per share, while non-GAAP net income was $20.4 million, or $0.82 per share. The company's strong balance sheet positions it well for future growth and diversification.

Net sales increased by 6.7% year-over-year to $297.0 million.

GAAP net income was $7.5 million, or $0.30 per share, representing a 33.8% increase year-over-year.

Non-GAAP net income reached $20.4 million, or $0.82 per share, a 72.2% increase year-over-year.

Adjusted EBITDA was $33.0 million, 30.6% higher than the year ago quarter.

Total Revenue
$297M
Previous year: $278M
+6.7%
EPS
$0.41
Previous year: $0.25
+64.0%
Gross Profit
$56.3M
Previous year: $52.3M
+7.7%
Cash and Equivalents
$151M
Previous year: $98.1M
+53.7%
Free Cash Flow
$9.42M
Previous year: $45.6M
-79.3%
Total Assets
$787M
Previous year: $704M
+11.7%

SMART

SMART

Forward Guidance

SMART Global Holdings expects for the first quarter of fiscal 2021 ending November 27, 2020 net Sales of $280 to $300 million, Diluted EPS - GAAP $0.28 ± $0.05 and Diluted EPS - Non-GAAP $0.70 ± $0.05.

Positive Outlook

  • Net Sales $280 to $300 million
  • Gross Margin - GAAP / Non-GAAP 18% to 19%
  • Diluted EPS - GAAP $0.28 ± $0.05
  • Diluted EPS - Non-GAAP $0.70 ± $0.05
  • Expected diluted share count 25.0 million