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SMCI to report AH. Update: Released a projected to be reported update
Posted on 2/11/25 at 3:06 pm
Posted on 2/11/25 at 3:06 pm
NM... Will update when report comes out..
So they released a prelim report and will have the full report out on the 25th.
LINK
Of note:
But real report will be release on the 25th
So they released a prelim report and will have the full report out on the 25th.
LINK
Of note:
quote:
"With our leading direct-liquid cooling (DLC) technology and over 30% of new data centers expected to adopt it in the next 12 months, Supermicro is well positioned to grow AI infrastructure designs wins based on NVIDIA Blackwell and more,"
Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26."
But real report will be release on the 25th
This post was edited on 2/11/25 at 3:26 pm
4
Posted on 2/11/25 at 3:37 pm to BCreed1
They announced they will meet the deadline to keep from being delisted.
Posted on 2/11/25 at 4:38 pm to BCreed1
Regular trading hours sucked. After hours taking off
Posted on 2/11/25 at 5:08 pm to BCreed1
Current market cap is at around 25 Billion, but they are projecting to do 25 billion in revenue just this year….. is this not something that should be 5x higher right now?
Posted on 2/12/25 at 7:37 am to DarthRebel
Keeping an eye on this. I got in on Friday.
Posted on 2/12/25 at 8:10 am to Tigerfan14
SMCI got themselves in a pickle last year with some shenanigans. Their price tanked hard.
Posted on 2/12/25 at 12:00 pm to DarthRebel
Right, but they were still doing a ton of revenue. Seems like it should be higher regardless
Posted on 2/12/25 at 12:08 pm to BCreed1
I struggle to follow the underlying reasoning to support the projections. NVIDIA started actively diverting their chip allocation to competitors three months ago.
They expect increased revenues on the premise that 30% of data centers will adopt their DLC? Logically, you’d think that NVIDIA choking their chip supply will also have a chilling effect on their ability to convince users to adopt their cooling solutions.
They expect increased revenues on the premise that 30% of data centers will adopt their DLC? Logically, you’d think that NVIDIA choking their chip supply will also have a chilling effect on their ability to convince users to adopt their cooling solutions.
Posted on 2/12/25 at 12:35 pm to lsuconnman
Is tariff on chips going to be announced?
Nasdaq turned green today but nvda and tsm are super weak today,especially nvda. Yesterday around 12 pm there was a sell off on nvda.
I just have a weird feeling about it.
Nasdaq turned green today but nvda and tsm are super weak today,especially nvda. Yesterday around 12 pm there was a sell off on nvda.
I just have a weird feeling about it.
Posted on 2/12/25 at 10:16 pm to lsuconnman
quote:
They expect increased revenues on the premise that 30% of data centers will adopt their DLC? Logically, you’d think that NVIDIA choking their chip supply will also have a chilling effect on their ability to convince users to adopt their cooling solutions.
There is nothing special about their cooling. The leader is a company called Vertiv.
Vertiv direct cooling solutions
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