Super Micro Computer, Inc. Q3 FY2025 Earnings Call

· Earnings call transcript and AI-powered summary

Quarter Overview

  • Q3 FY2025 revenue was 4.6 billion dollars. This was down 19 percent from Q2 FY2025 but still up 19 percent from Q3 FY2024.
  • The decline versus last quarter was driven largely by customer delays in choosing between existing Hopper GPU systems and upcoming Blackwell GPUs.
  • Non‑GAAP EPS was 0.31 dollars, down from 0.66 dollars in the same quarter last year. The decrease was mostly driven by a one‑time inventory write‑down for older GPUs.
  • Company leadership reaffirmed confidence that many delayed orders will shift into Q4 and Q1 FY2026.
  • Supermicro fully regained financial regulatory compliance during the quarter.

Business Highlights

  • Strong ramp of new AI systems: air‑cooled 10U and liquid‑cooled 4U NVIDIA B200 HGX systems and GB200 NVL72 racks shipped in volume.
  • New AMD MI‑325X solutions launched, with MI‑350 expected in summer.
  • A major new data center offering, called Datacenter Building Block Solutions (DCBBS), is launching shortly. It integrates servers, storage, cooling, networking, racks, deployment services, and software into a single streamlined solution.
  • DCBBS is powered by second‑generation direct liquid cooling technology (DLC‑2), which can reduce power and water use by up to 40 percent and significantly lower noise levels.

Continue Reading

Unlock the full AI-powered summary with key highlights, financial performance, and analyst Q&A.

Upgrade to Professional
Operator: Thank you for standing by. My name is Victoria and I will be your conference operator today. At this time, I would like to welcome everyone to the Super Micro Computer, Inc. SMCI U.S. Third Quarter Full Year 2025 Earnings Call. With us today are Charles Liang, Founder, President and Chief Executive Officer, David Weigand, CFO, and Michael Staiger, Senior Vice President of Corporate Development. All lines have been placed on mute to prevent any background noise. After the speakers’ remarks, there will be a question-and-answer session.[Operator Instructions] I would now like to pass the conference over to Michael Staiger. Michael Staiger: Victoria, thank you. Good afternoon and thank you for attending Supermicro's call to discuss financial results for the third quarter which ended March 31st, 2025. With me today are Charles Liang, Founder, Chairman and Chief Executive Officer, and David Weigand, Chief Financial Officer. By now you should have received a copy of the news released from the company that was distributed at the close of regular trading is available on the company's website. As a reminder, during today's call, the company will refer to a presentation that is available to participants in the Investor Relations section of the company's website under the Events and Presentations tab. We have also published management's scripted commentary on our website. Please note that some of the information you’ll hear during our discussion today will consist of forward-lo

Continue Reading

Unlock the full earnings call transcript with speaker labels and formatted dialogue.

Upgrade to Professional