TLDR
- SMCI doubles Q2 revenue as AI demand drives record $12.7B in sales
- SMCI expands output capacity while posting strong profits and cash reserves
- AI infrastructure boom pushes SMCI toward another high-growth quarter
- SMCI projects $12.3B Q3 revenue as data center demand accelerates
- Record revenue and AI momentum strengthen SMCI’s growth outlook
Super Micro Computer (SMCI) shares reported a sharp revenue jump in the second quarter as the company expanded output for major AI deployments. The stock closed at $29.67, and it moved slightly lower after mild selling pressure. SMCI strengthened its scale strategy as new manufacturing gains supported wider market needs.
Super Micro Computer, Inc., SMCI
SMCI Posts Record Q2 Revenue and Expands Output Capacity
SMCI produced $12.7 billion in net sales for the quarter as demand accelerated across data center systems. The company more than doubled revenue from the prior quarter, and it continued building a larger product runway. SMCI advanced its operational focus as global facilities supported rapid customer rollouts.
SMCI reported a gross margin of 6.3% as shifting mix trends reduced earlier levels. The company maintained production volume despite narrower margins, and it positioned operations for future scale. SMCI posted $401 million in net income while advancing its broader execution plan.
SMCI delivered diluted earnings of $0.60 per share as product demand remained strong. The company generated higher profits on expanding sales, and it held firm on long-term output targets.SMCI used $24 million in operating cash flow as supply timing influenced working capital.
SMCI Highlights Financial Position and Expanding Infrastructure Base
SMCI ended the quarter with $4.1 billion in cash as it reinforced balance strength. The company held $4.9 billion in debt as it funded expansion programs, and it managed obligations under stable conditions. SMCI aligned spending priorities with its data center growth model.
SMCI maintained capital expenditures of $46 million as new facilities advanced. The company widened its operational reach across regions, and it added structure for future deployments. SMCI continued to scale output as global demand shifted toward accelerated computing.
SMCI expanded production while supporting enterprise growth across cloud, storage, and edge markets. The company sustained momentum in advanced server platforms, and it adapted systems for varied workloads. SMCI reinforced its position as a key supplier for high-capacity deployments.
SMCI Projects Strong Q3 Growth as AI Momentum Continues
SMCI expects at least $12.3 billion in revenue for the third quarter as demand stays strong. The company forecasts GAAP earnings of $0.52 per share, and it targets higher levels on a non-GAAP basis. SMCI assumes stable tax rates and share counts in its updated guidance.
SMCI included $62 million in expected stock-based compensation within its financial outlook. The company projected continued operational progress as manufacturing advances support wider system deliveries. SMCI prepared for expanded orders as customers increase infrastructure spending.
SMCI anticipates ongoing scale gains as data center needs accelerate across sectors. The company focused on reliability in complex deployments, and it optimized processes for higher output.SMCI remains positioned for strong growth as AI-driven workloads expand
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