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Dec 31, 2020

Supermicro Q2 2021 Earnings Report

Supermicro's financial performance in Q2 2021 showed positive growth in net sales and net income compared to the same quarter last year.

Key Takeaways

Supermicro reported net sales of $830 million and net income of $28 million for Q2 2021. The company's revenue was driven by strong international sales, and they anticipate resuming year-over-year growth in Q3.

Net sales reached $830 million, slightly down from $871 million in the same quarter last year.

Gross margin was 16.4%, a slight increase from 15.9% in the same quarter last year.

Net income increased to $28 million, compared to $24 million in the same quarter last year.

Non-GAAP diluted net income per common share was $0.63, up from $0.57 in the same quarter last year.

Total Revenue
$830M
Previous year: $871M
-4.7%
EPS
$0.063
Previous year: $0.057
+10.5%
Gross Profit
$136M
Previous year: $138M
-1.7%
Cash and Equivalents
$316M
Previous year: $309M
+2.1%
Free Cash Flow
$49.5M
Previous year: $70.8M
-30.0%
Total Assets
$1.89B
Previous year: $1.81B
+4.8%

Supermicro

Supermicro

Forward Guidance

The Company expects net sales of $790 million to $870 million, GAAP net income per diluted share of $0.22 to $0.42 and non-GAAP diluted net income per common share of $0.37 to $0.57 for the third quarter of fiscal year 2021 ending March 31, 2021.

Positive Outlook

  • Net sales are expected to be between $790 million and $870 million.
  • GAAP net income per diluted share is projected to be $0.22 to $0.42.
  • Non-GAAP diluted net income per common share is anticipated to be $0.37 to $0.57.
  • Assumed tax rate of approximately 16%.
  • Fully diluted share count of 54.5 million shares is expected.

Challenges Ahead

  • Guidance is subject to risks and uncertainties, including the ongoing COVID-19 pandemic.
  • Quarterly operating results may fluctuate.
  • Customer base may become more concentrated.
  • Average sales prices for server solutions could decline.
  • Adverse economic conditions may harm the business.