From CNBC: 2025-05-06 16:35:00

Charles Liang, CEO of Super Micro, presented at the HumanX AI conference in Las Vegas on March 10, 2025. Super Micro issued disappointing guidance, causing the stock to drop about 4% in extended trading. Revenue for the third quarter fell below expectations at $4.60 billion, with earnings per share at 31 cents adjusted versus 50 cents expected.

Fourth-quarter results for Super Micro also missed estimates, with the company projecting 40 to 50 cents in adjusted earnings per share on $5.6 billion to $6.4 billion in revenue. The macroeconomic environment, including new tariffs on imported goods, is expected to impact performance. Revenue grew 19% year over year, with net income at 17 cents per share down from 66 cents.

Super Micro has faced challenges, including accusations of accounting manipulation and concerns about financial reporting. An independent special committee found no substantial concerns about the integrity of the company’s management. Super Micro filed an annual report for the 2024 fiscal year in February to maintain compliance with Nasdaq listing requirements.

Despite the difficulties, Super Micro’s stock had gained 9% in 2025, while the S&P 500 index had declined by 4%. Executives will discuss the financial results in a conference call at 5 p.m. ET. Stay tuned for updates on this developing story.



Read more at CNBC:: Super Micro (SMCI) Q3 2025 earnings report