$SMCI crushed earnings last night.
$1.81 EPS vs $1.23 expected
$19.95B revenue vs $16.39B expected
Q2 guidance: $19.5B-$21.5B (street was at $16.53B)
Full-year raised to $72B-$82B from $65B-$72B
Revenue up 297% year-over-year from $5.02B.
Super Micro continues to ride the AI infrastructure wave. The guidance raise tells you demand isn't slowing down.
$1.81 EPS vs $1.23 expected
$19.95B revenue vs $16.39B expected
Q2 guidance: $19.5B-$21.5B (street was at $16.53B)
Full-year raised to $72B-$82B from $65B-$72B
Revenue up 297% year-over-year from $5.02B.
Super Micro continues to ride the AI infrastructure wave. The guidance raise tells you demand isn't slowing down.