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Jun 30, 2025
Supermicro Q4 2025 Earnings Report
Supermicro reported strong Q4 results with significant revenue growth and solid cash flow generation.
Key Takeaways
Supermicro delivered $5.76B in revenue and $195M in net income for Q4 2025, supported by strong AI solution demand and robust Datacenter Building Block System performance.
Revenue rose to $5.76B in Q4 2025
Net income came in at $195M with GAAP EPS of $0.31
Operating cash flow reached $864M in the quarter
Strong demand from AI, Cloud, and Enterprise customers drove growth
Forward Guidance
For Q1 FY26, Supermicro expects revenue between $6.0B and $7.0B, with non-GAAP EPS projected between $0.40 and $0.52.
Positive Outlook
- Revenue guidance up to $7.0B shows continued growth trajectory
- EPS expected to grow sequentially
- Growing large-scale datacenter customer base
- Continued leadership in AI and DCBBS
- Strong global operations support expansion
Challenges Ahead
- Gross margin slightly down YoY
- Adjusted EBITDA margin declined from prior year
- Ongoing tariff and regional cost pressures
- Increased interest expense from new convertible debt
- Customer concentration risk as company targets larger deals
Historical Earnings Impact
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Avg. Return Before/After Earnings
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