{"id":381898,"date":"2026-05-06T00:01:51","date_gmt":"2026-05-05T22:01:51","guid":{"rendered":"https:\/\/prostartup.it\/super-micro-stock-jumps-18-on-guidance-beat-as-revenue-more-than-doubles\/"},"modified":"2026-05-06T00:01:51","modified_gmt":"2026-05-05T22:01:51","slug":"super-micro-stock-jumps-18-on-guidance-beat-as-revenue-more-than-doubles","status":"publish","type":"post","link":"https:\/\/prostartup.it\/ru\/super-micro-stock-jumps-18-on-guidance-beat-as-revenue-more-than-doubles\/","title":{"rendered":"Super Micro stock jumps 18% on guidance beat as revenue more than doubles"},"content":{"rendered":"<div>\n<div><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108302560-1778012746769-108302560-1778012179078-gettyimages-2204451446-mv108398_yzdz9zyk.jpeg?v=1778012763&w=1920&h=1080&ssl=1&w=75&resize=75&ssl=1 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https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108302560-1778012746769-108302560-1778012179078-gettyimages-2204451446-mv108398_yzdz9zyk.jpeg?v=1778012763&w=1920&h=1080&ssl=1&w=1280&resize=1280&ssl=1 1280w, https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108302560-1778012746769-108302560-1778012179078-gettyimages-2204451446-mv108398_yzdz9zyk.jpeg?v=1778012763&w=1920&h=1080&ssl=1&w=1600&resize=1600&ssl=1 1600w\" fifu-data-src=\"https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/108302560-1778012746769-108302560-1778012179078-gettyimages-2204451446-mv108398_yzdz9zyk.jpeg?v=1778012763&w=1920&h=1080&ssl=1\" class=\"ff-og-image-inserted\"><\/div>\n<p><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"><\/span><\/p>\n<div class=\"RelatedQuotes-relatedQuotes\" id=\"RegularArticle-RelatedQuotes\">\n<div class=\"RelatedQuotes-quotesContainer\">\n<div class=\"RelatedQuotes-titleAndTime undefined\">\n<p class=\"RelatedQuotes-text\">In this article<\/p>\n<\/div>\n<ul class=\"RelatedQuotes-list\">\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">AVGO<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"RegularArticle-WatchlistDropdown\" data-analytics-id=\"RegularArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">SMCI<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"RegularArticle-WatchlistDropdown\" data-analytics-id=\"RegularArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<\/ul>\n<\/div>\n<div class=\"RelatedQuotes-cfaButtonContainer\"><button id=\"ArticlePageTickerCreateAccountButton\" class=\"CreateFreeAccountButton-buttonContainer\"><span class=\"CreateFreeAccountButton-buttonText\"><span>Follow your favorite stocks<\/span><span class=\"CreateFreeAccountButton-buttonTextBold\">CREATE FREE ACCOUNT<\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"InlineImage-imageEmbed\" id=\"ArticleBody-InlineImage-108302560\" data-test=\"InlineImage\">\n<div class=\"InlineImage-wrapper\">\n<div class=\"InlineImage-imagePlaceholder\" style=\"padding-bottom:55.55555555555556%\">\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<\/div>\n<div>\n<div class=\"InlineImage-imageEmbedCaption\">Super Micro CEO Charles Liang speaks at the HumanX conference in Las Vegas on March 10, 2025.<\/div>\n<div class=\"InlineImage-imageEmbedCredit\">Big Event Media | HumanX | Getty Images<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p><span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-1\">Super Micro Computer<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> shares jumped 18% in extended trading on Tuesday after the server maker issued strong guidance, although revenue for its fiscal third quarter came in below estimates. <\/p>\n<p>Here&#8217;s how the company did in comparison with LSEG consensus:<\/p>\n<ul>\n<li><strong>Earnings per share:<\/strong> 84 cents adjusted vs. 62 cents expected<\/li>\n<li><strong>Revenue:<\/strong> $10.24 billion vs. $12.33 billion expected<\/li>\n<\/ul>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>Revenue jumped 123% year over year in the quarter, which ended on March 31, according to a statement.<\/p>\n<p>Customer readiness caused delays in recognizing revenue during the quarter, CEO Charles Liang told analysts on a conference call.<\/p>\n<p>&#8220;Several customers were not yet equipped with the power and networking required for their cloud deployment, and we expect to capture this revenue in the coming quarters,&#8221; he said.<\/p>\n<p>Industry-wide supply constraints also cut into results, said David Weigand, Super Micro&#8217;s finance chief.<\/p>\n<p>Memory prices have shot up, while there are shortage of graphics processing units and Intel processors, Liang said.<\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>For the fiscal fourth quarter, management called for 65 cents to 79 cents in adjusted earnings per share on $11 billion to $12.5 billion in revenue. The LSEG consensus was for earnings of 55 cents per share and $11.07 billion in revenue.<\/p>\n<p>Super Micro has carved out a position in the artificial intelligence boom, selling servers that are packed with Nvidia&#8217;s graphics processing units. However, the company has been beset by other challenges. <\/p>\n<p>During the quarter, the U.S. Attorney&#8217;s Office for the Southern District of New York charged associates of an unidentified U.S. server maker with illegally diverting billions of dollars in\u00a0Nvidia-powered servers to China. The indictment did not name Super Micro, but the company said one defendant was a co-founder and executive, another was a manager, and the third was a contractor. <\/p>\n<p>Liang told investors in March, &#8220;It appears that Supermicro has been a victim of the elaborate schemes orchestrated by these individuals, which deceived both federal authorities and our internal compliance team.&#8221; Wally Liaw, the co-founder and executive described in the indictment, no longer has any relationship to the company and left the board, Liang wrote.<\/p>\n<p>Executives don&#8217;t believe they will need to restate results following the indictment, Weigand said.<\/p>\n<p>Rather than being shaken by the episode, most customers seem to be solidly committed to and growing business with Super Micro, Liang said. <\/p>\n<p>&#8220;At this moment, I personally don&#8217;t feel a negative feeling,&#8221; he said. Relationships with <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-5\">Broadcom<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, Nvidia and other partners remain healthy, he said.<\/p>\n<p>As of Tuesday&#8217;s close, Super Micro shares were down about 5% for the year, while the S&amp;P 500 had gained 6% in the same period.<\/p>\n<p>In the earnings statement on Tuesday, Liang said that Super Micro has added new manufacturing facilities in Silicon Valley, and that the company is &#8220;exceptionally well-positioned to meet the massive demand for various AI and enterprise verticals.&#8221;<\/p>\n<p>Super Micro said in April that its fourth Bay Area location will exceed 714,000 square feet, with space for manufacturing, design, testing and service.<\/p>\n<p><strong>WATCH:<\/strong> Prosecutors charge Super Micro execs with smuggling chips to China<\/p>\n<\/div>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108281053\"><\/div>\n<div id=\"ArticleBody-MobileAdhesion\" class=\"MobileAdhesion-container\" data-module=\"mps-slot\"><\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"RegularArticle-GooglePreferredSource-5\">\n<div class=\"ArticleBody-googlePreferredSourceBorder\"><\/div>\n<p>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/p><\/div>\n<hr \/>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>In this article AVGO SMCI Follow your favorite stocksCREATE FREE ACCOUNT Super Micro CEO Charles Liang speaks at the HumanX conference in Las Vegas on<\/p>","protected":false},"author":1,"featured_media":381899,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108302560-1778012746769-108302560-1778012179078-gettyimages-2204451446-mv108398_yzdz9zyk.jpeg","fifu_image_alt":"Super Micro stock jumps 18% on guidance beat as revenue more than doubles","footnotes":""},"categories":[11],"tags":[1991,725,715,2176,952],"class_list":["post-381898","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-inv-business","tag-beat","tag-guidance","tag-jumps","tag-revenue","tag-stock"],"_links":{"self":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/381898","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/comments?post=381898"}],"version-history":[{"count":0,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/381898\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media\/381899"}],"wp:attachment":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media?parent=381898"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/categories?post=381898"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/tags?post=381898"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}