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超微电脑Super Micro Computer, Inc(SMCI)2025财年第三季度财务业绩演示报告「NASDAQ」(英文版)(16页).pdf

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1、Fiscal Q3 2025 ResultsMay 6,2025Better Faster Greener 2025 SupermicroDISCLOSURES2Cautionary Statement Regarding Forward Looking StatementsStatements contained in this press release that are not historical fact may be forward looking statements within the meaning of Section 27A of the Securities Act

2、of 1933 and Section 21E of the Securities Exchange Act of 1934.These forward-looking statements can be identified by the use of forward-looking terminology such as“anticipate,”“believe,”“continue,”“could,”“estimate,”“expect,”“may,”plan,”“seek,”“should,”“will,”“would”or similar expressions and the ne

3、gatives of those terms.Such forward looking statements may include statements regarding,among other things,guidance for the fourth quarter of fiscal year 2025 and updated full year fiscal 2025 guidance,capturing more than 30%of the new DLC deployments to use DLC solutions in the next 12 months,the a

4、bility to navigate tariffs while still being able to address customer demand,being able to ship new racks and supply new larger megawatt facilities,our market leadership in AI infrastructure,new systems that we develop,ramp up,scale,and continue to gain market share.Such forward looking statements d

5、o not constitute guarantees of future performance and are subject to a variety of risks and uncertainties that could cause our actual results to differ materially from those anticipated,including:(i)our quarterly operating results may fluctuate,(ii)as we increasingly target larger customers and larg

6、er sales opportunities,our customer base may become more concentrated,our cost of sales may increase,our margins may be lower and our sales may be less predictable,(iii)the average sales prices for our server solutions could decline if customers do not continue to purchase our latest generation prod

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根据提供的数据,以下是全文主要内容的概括: 1. 财务数据:Supermicro公布了2025财年第三季度业绩,收入为4,600M美元,同比下降19%。非GAAP毛利率为9.7%,同比下降590个基点。非GAAP每股收益为0.31美元。 2. 前景展望:公司预计2025财年第四季度收入在5.6B至6.4B美元之间,非GAAP每股收益预计为0.40至0.50美元。 3. 产品领导:Supermicro宣布推出新一代AI产品,包括Supermicro NVIDIA B200/GB200,并在MLPerf®上展示了最佳的Inference v5.0结果。 4. 制造和销售:公司计划在接下来12个月内,将30%以上的新DLC部署用于DLC解决方案。同时,正在扩大全球制造足迹,以应对动态关税情景并满足本地化客户需求。 5. 市场领导:Supermicro在AI基础设施市场保持领导地位,并继续扩大市场份额。 关键数据引用: - 2025财年第三季度收入:4,600M美元 - 非GAAP毛利率:9.7% - 非GAAP每股收益:0.31美元 - 第四季度收入展望:5.6B至6.4B美元 - 非GAAP每股收益展望:0.40至0.50美元 以上内容精简并分条列出,符合字数限制。
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