Supermicro Earnings Outlook, Risk Analysis, and Guidance Prediction for August 5, 2025

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Super Micro Computer, Inc. - Supermicro Announces Second Quarter Fiscal Year 2025 Preliminary Financial Information

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Second-Quarter-Fiscal-Year-2025-Preliminary-Financial-Information/default.aspx

Super Micro Computer, Inc. - Supermicro Announces Second Quarter Fiscal Year 2025 Preliminary Financial Information

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Second-Quarter-Fiscal-Year-2025-Preliminary-Financial-Information/default.aspx

SMCI FQ325 Press Release

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q3/SMCI-FQ325-Press-Release.pdf

SMCI FQ325 Press Release

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q3/SMCI-FQ325-Press-Release.pdf

SMCI FQ325 Press Release

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q3/SMCI-FQ325-Press-Release.pdf

SMCI FQ325 Press Release

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q3/SMCI-FQ325-Press-Release.pdf

SMCI FQ325 Press Release

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q3/SMCI-FQ325-Press-Release.pdf

Super Micro Computer, Inc. - Supermicro Announces Second Quarter Fiscal Year 2025 Preliminary Financial Information

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Second-Quarter-Fiscal-Year-2025-Preliminary-Financial-Information/default.aspx

Super Micro Computer, Inc. - Supermicro Announces Second Quarter Fiscal Year 2025 Preliminary Financial Information

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Second-Quarter-Fiscal-Year-2025-Preliminary-Financial-Information/default.aspx

Super Micro Computer, Inc. - Supermicro Announces Second Quarter Fiscal Year 2025 Preliminary Financial Information

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Second-Quarter-Fiscal-Year-2025-Preliminary-Financial-Information/default.aspx

SMCI FQ325 Press Release

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q3/SMCI-FQ325-Press-Release.pdf

SMCI FQ325 Press Release

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q3/SMCI-FQ325-Press-Release.pdf

Citigroup predicts that Super Micro Computer (SMCI.US) will see a 32% quarter-on-quarter increase in revenue for the fourth fiscal quarter, with the Target Price raised to $52.

https://news.futunn.com/en/post/59102501/citigroup-predicts-that-super-micro-computer-smcius-will-see-a

Super Micro stock had a wild ride in 2024 — here's why

https://finance.yahoo.com/news/super-micro-stock-had-a-wild-ride-in-2024--heres-why-193718911.html

SMCI FQ325 Press Release

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q3/SMCI-FQ325-Press-Release.pdf

SMCI Q2-2025 Earnings Call - Alpha Spread

https://www.alphaspread.com/security/nasdaq/smci/investor-relations/earnings-call/q2-2025

SMCI Q2-2025 Earnings Call - Alpha Spread

https://www.alphaspread.com/security/nasdaq/smci/investor-relations/earnings-call/q2-2025

SMCI Q2-2025 Earnings Call - Alpha Spread

https://www.alphaspread.com/security/nasdaq/smci/investor-relations/earnings-call/q2-2025

SMCI FQ325 Press Release

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q3/SMCI-FQ325-Press-Release.pdf

Texas Instruments slumps as tariff uncertainty hits demand | Reuters

https://www.reuters.com/business/texas-instruments-slumps-tariff-uncertainty-hits-demand-2025-07-22/

Texas Instruments slumps as tariff uncertainty hits demand | Reuters

https://www.reuters.com/business/texas-instruments-slumps-tariff-uncertainty-hits-demand-2025-07-22/

Q1 2021 Script

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q1/SMCI-Q1-FY25-Management-Remarks-Final.pdf

SMCI Q2-2025 Earnings Call - Alpha Spread

https://www.alphaspread.com/security/nasdaq/smci/investor-relations/earnings-call/q2-2025

SMCI FQ325 Press Release

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q3/SMCI-FQ325-Press-Release.pdf

SMCI FQ325 Press Release

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q3/SMCI-FQ325-Press-Release.pdf

Super Micro Computer, Inc. - Supermicro Announces Strategic Partnership with DataVolt

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Strategic-Partnership-with-DataVolt/default.aspx

Citigroup predicts that Super Micro Computer (SMCI.US) will see a 32% quarter-on-quarter increase in revenue for the fourth fiscal quarter, with the Target Price raised to $52.

https://news.futunn.com/en/post/59102501/citigroup-predicts-that-super-micro-computer-smcius-will-see-a

Microsoft to spend record $30 billion this quarter as AI investments pay off | Reuters

https://www.reuters.com/business/microsoft-spend-record-30-billion-this-quarter-ai-investments-pay-off-2025-07-30/

Microsoft to spend record $30 billion this quarter as AI investments pay off | Reuters

https://www.reuters.com/business/microsoft-spend-record-30-billion-this-quarter-ai-investments-pay-off-2025-07-30/

Alphabet jumps as AI-driven spending fuels cloud revenue surge | Reuters

https://www.reuters.com/business/alphabet-jumps-ai-driven-spending-fuels-cloud-revenue-surge-2025-07-24/

Alphabet jumps as AI-driven spending fuels cloud revenue surge | Reuters

https://www.reuters.com/business/alphabet-jumps-ai-driven-spending-fuels-cloud-revenue-surge-2025-07-24/

Vertiv Q2 Earnings Surge 35% on AI Data Center Boom, Raises Guidance

https://www.webpronews.com/vertiv-q2-earnings-surge-35-on-ai-data-center-boom-raises-guidance/

Vertiv Q2 Earnings Surge 35% on AI Data Center Boom, Raises Guidance

https://www.webpronews.com/vertiv-q2-earnings-surge-35-on-ai-data-center-boom-raises-guidance/

Vertiv Q2 Earnings Surge 35% on AI Data Center Boom, Raises Guidance

https://www.webpronews.com/vertiv-q2-earnings-surge-35-on-ai-data-center-boom-raises-guidance/

Citigroup predicts that Super Micro Computer (SMCI.US) will see a 32% quarter-on-quarter increase in revenue for the fourth fiscal quarter, with the Target Price raised to $52.

https://news.futunn.com/en/post/59102501/citigroup-predicts-that-super-micro-computer-smcius-will-see-a

Q1 2021 Script

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q1/SMCI-Q1-FY25-Management-Remarks-Final.pdf

SMCI Q2-2025 Earnings Call - Alpha Spread

https://www.alphaspread.com/security/nasdaq/smci/investor-relations/earnings-call/q2-2025

Super Micro Computer, Inc. - Supermicro Announces Strategic Partnership with DataVolt

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Strategic-Partnership-with-DataVolt/default.aspx

Super Micro Computer, Inc. - Supermicro Announces Strategic Partnership with DataVolt

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Strategic-Partnership-with-DataVolt/default.aspx

Super Micro Computer, Inc. - Supermicro Announces Strategic Partnership with DataVolt

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Strategic-Partnership-with-DataVolt/default.aspx

News Details - Super Micro Computer

https://ir.supermicro.com/news/news-details/2025/Super-Micro-Computer-Inc--Announces-Closing-of-Private-Offering-of-2-3-Billion-of-Convertible-Senior-Notes-Due-2030/default.aspx

Supermicro Announces Second Quarter Fiscal Year 2025 ...

https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-Second-Quarter-Fiscal-Year-2025-Preliminary-Financial-Information/default.aspx

SMCI Q2-2025 Earnings Call - Alpha Spread

https://www.alphaspread.com/security/nasdaq/smci/investor-relations/earnings-call/q2-2025

SMCI FQ325 Press Release

https://s204.q4cdn.com/707617056/files/doc_financials/2025/q3/SMCI-FQ325-Press-Release.pdf

SMCI Q2-2025 Earnings Call - Alpha Spread

https://www.alphaspread.com/security/nasdaq/smci/investor-relations/earnings-call/q2-2025

Resellers are enabling China to access Nvidia AI chips via Dell and ...

https://www.techspot.com/news/102706-resellers-enable-chinese-access-nvidia-ai-chips-dell.html

Latest US clampdown on China's chips hits semiconductor toolmakers | Reuters

https://www.reuters.com/technology/latest-us-strike-chinas-chips-hits-semiconductor-toolmakers-2024-12-02/

US Prohibits Exports of Nvidia's A800 and H800 to China, Blacklists ...

https://www.tomshardware.com/news/us-prohibits-exports-of-nvidias-a800-and-h800-to-china-blacklists-chinese-gpu-developers

China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show | Reuters

https://www.reuters.com/world/china/china-acquired-recently-banned-nvidia-chips-super-micro-dell-servers-tenders-2024-04-23/

China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show | Reuters

https://www.reuters.com/world/china/china-acquired-recently-banned-nvidia-chips-super-micro-dell-servers-tenders-2024-04-23/

China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show | Reuters

https://www.reuters.com/world/china/china-acquired-recently-banned-nvidia-chips-super-micro-dell-servers-tenders-2024-04-23/

Latest US clampdown on China's chips hits semiconductor toolmakers | Reuters

https://www.reuters.com/technology/latest-us-strike-chinas-chips-hits-semiconductor-toolmakers-2024-12-02/

Super Micro: A Buy Opportunity After Post Earnings Drop

https://seekingalpha.com/article/4715555-supermicro-stock-q4-buy-opportunity-after-post-earnings-drop

Arm shares drop 11% as chip provider forecasts lower sales ...

https://www.reuters.com/technology/chip-tech-provider-arm-forecasts-first-quarter-revenue-below-estimates-2025-05-07/

Texas Instruments slumps as tariff uncertainty hits demand | Reuters

https://www.reuters.com/business/texas-instruments-slumps-tariff-uncertainty-hits-demand-2025-07-22/

Latest US clampdown on China's chips hits semiconductor toolmakers | Reuters

https://www.reuters.com/technology/latest-us-strike-chinas-chips-hits-semiconductor-toolmakers-2024-12-02/

Vertiv Q2 Earnings Surge 35% on AI Data Center Boom, Raises Guidance

https://www.webpronews.com/vertiv-q2-earnings-surge-35-on-ai-data-center-boom-raises-guidance/

Texas Instruments slumps as tariff uncertainty hits demand | Reuters

https://www.reuters.com/business/texas-instruments-slumps-tariff-uncertainty-hits-demand-2025-07-22/