Supermicro Q2 2025 Earnings Report
Key Takeaways
Supermicro's Q2 2025 preliminary results show net sales between $5.6 billion and $5.7 billion, reflecting a 54% year-over-year growth. The company anticipates revenue between $23.5 billion and $25 billion for fiscal year 2025.
Net sales are expected to be in the range of $5.6 billion to $5.7 billion, a 54% year-over-year increase.
GAAP gross margin is projected to be between 11.8% and 11.9%.
GAAP diluted net income per common share is expected to be between $0.50 and $0.52.
Non-GAAP diluted net income per common share is anticipated to be between $0.58 and $0.60, a 5% year-over-year growth.
Supermicro
Supermicro
Forward Guidance
For the third quarter of fiscal year 2025, Supermicro expects net sales between $5.0 billion and $6.0 billion, GAAP net income per diluted share of $0.36 to $0.53, and non-GAAP net income per diluted share of $0.46 to $0.62.
Positive Outlook
- Net sales are expected to be in the range of $5.0 billion to $6.0 billion.
- GAAP net income per diluted share of $0.36 to $0.53 is expected.
- Non-GAAP net income per diluted share of $0.46 to $0.62 is expected.
- Assumes a tax rate of approximately 10.7% for GAAP.
- Assumes a tax rate of approximately 12.7% for non-GAAP.
Challenges Ahead
- Includes approximately $65 million in expected stock-based compensation expense and other expenses for GAAP.
- Updating fiscal year 2025 revenue guidance from a range of $26 billion to $30 billion to a new range of $23.5 billion to $25 billion.
- The final financial results reported for this period may also differ from the results reported in this release.
- The Company is cooperating with document requests from the Department of Justice and the Securities and Exchange Commission.
- Several securities litigation complaints and derivative suits were filed against the Company.