Super Micro Cuts 2025 Outlook to $21.8B-$22.6B, Cites Tariffs and Economic Uncertainty; Q3 Revenue $4.6B, EPS $0.31

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Updated May 7, 2025, 12:10 AM

Super Micro Computer Inc. reported its third quarter earnings for 2025, revealing a revenue of $4.6 billion, which represents a 19% increase year-over-year but a 19% decrease from the previous quarter. The company's adjusted earnings per share came in at $0.31, down from $0.66 in the same quarter of the previous year. The company also lowered its full-year revenue outlook for 2025, now expecting between $21.8 billion and $22.6 billion, down from the previous guidance of $23.5 billion to $25 billion. This adjustment was attributed to economic uncertainty and the impact of new 10% tariffs. Super Micro's CEO, Charles Liang, noted that some customers delayed platform decisions during the quarter, but he expects these commitments to materialize in the upcoming June and September quarters. The company also cited increased competition and a shift towards servers using Nvidia's latest AI Blackwell GPUs as factors affecting its performance. The company's gross margin for the quarter was reported at 9.6%, down from 11.8% in the previous quarter and 15.5% in the same quarter of the previous year, reflecting an increase in inventory levels. Super Micro anticipates a gross margin of approximately 10% for the full year, down from 14% in fiscal year 2024 and 18% in 2023. The company's stock fell as much as 6% in after-hours trading following the announcement, and it had previously dropped 5% after the bell. Despite the current challenges, CEO Liang remains confident in meeting long-term targets, although the company did not confirm its aggressive financial targets for 2026, which had previously projected potential revenue of $40 billion.

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AlphaSense

@AlphaSenseInc

Key Takeaways from $SMCI's Earnings Call - Super Micro Computer reported Q3 2025 revenues of $4.6 billion, up 19% year-over-year but down 19% quarter-over-quarter. - The company's Q3 non-GAAP EPS was $0.31 per share compared to $0.66 last year, impacted by inventory write-down https://t.co/VjIzdtOlsv