Super Micro prelim Q1: revenue midpoint +27% vs guide, gross profit ~+46% ($2.33B vs $1.59B); margin bump alone ~$310M
Super Micro Computer (SMCI) said Tuesday September quarter revenue hit $18.5B to $19.5B vs its own $14.5B to $15.5B guide, with gross margin of 12% to 12.5% vs 10.4% to 10.8%. Shares rose ~11% after hours.
At the midpoints that's 27% more revenue but ~46% more gross profit: ~$2.33B vs ~$1.59B. The margin bump alone is worth ~$310M.
Sources: Reuters: Super Micro sees revenue well above $15.23B estimate; shares up 11.3% after hours · @wallstengine: Supermicro raises fiscal Q1 revenue outlook to $18.5B-$19.5B, GM 12%-12.5% · @StockSavvyShay: SMCI preliminary Q1 revenue $19.1B vs est $15.2B
Not financial advice. For informational and educational purposes only.
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