{"id":272126,"date":"2025-11-05T02:29:14","date_gmt":"2025-11-05T02:29:14","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/272126\/"},"modified":"2025-11-05T02:29:14","modified_gmt":"2025-11-05T02:29:14","slug":"super-micro-misses-quarterly-estimates-on-delivery-delays","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/272126\/","title":{"rendered":"Super Micro misses quarterly estimates on delivery delays"},"content":{"rendered":"\n<p class=\"yf-1090901\">By Juby Babu<\/p>\n<p class=\"yf-1090901\">(Reuters) -Super Micro Computer missed Wall Street estimates for quarterly profit and revenue on Tuesday, hit by a shift in delivery schedules for large <a href=\"https:\/\/tech.yahoo.com\/ai\/\" data-ylk=\"slk:artificial intelligence;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">artificial intelligence<\/a> deals, sending the server maker&#8217;s shares down more than 8% in extended trading.<\/p>\n<p class=\"yf-1090901\">The company had warned that &#8220;design win upgrades&#8221; had pushed some expected first-quarter revenue to the second.<\/p>\n<p class=\"yf-1090901\">Nearly $1.5 billion in revenue shifted from the September quarter to the December quarter due to last-minute configuration upgrades by a high-volume customer, CEO Charles Liang said on a post-earnings call with analysts.<\/p>\n<p class=\"yf-1090901\">&#8220;These shifts were largely caused by the complexity of these new graphics processing unit (GPU) racks, which require intricate integration, testing, and validation \u2014 making them more time-consuming to source and build,&#8221; Liang added.<\/p>\n<p class=\"yf-1090901\">Investors are watching for updates on production capacity and component availability, given surging lead times for GPUs and cooling modules, as Super Micro&#8217;s growth continues to hinge on data center demand, said Gadjo Sevilla, senior analyst for technology and AI at eMarketer.<\/p>\n<p class=\"yf-1090901\">Super Micro&#8217;s collaboration with <a href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\/\" data-ylk=\"slk:Nvidia;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">Nvidia<\/a> allows it to be among the first to market with systems built around new chip architecture, with its fully-integrated systems featuring the AI giant&#8217;s latest GPUs being critical to its success.<\/p>\n<p class=\"yf-1090901\">The company had more than $13 billion in orders for the Nvidia Blackwell Ultra-based GB300 product line, it said on Tuesday.<\/p>\n<p class=\"yf-1090901\">Super Micro posted first-quarter revenue of $5 billion, missing analysts&#8217; average estimate of $6 billion, according to data compiled by LSEG.<\/p>\n<p class=\"yf-1090901\">Its adjusted earnings of 35 cents per share fell short of estimates of 40 cents.<\/p>\n<p class=\"yf-1090901\">The company expects demand to remain robust for the remainder of fiscal 2026, with AI GPU platforms continuing to be the growth driver.<\/p>\n<p class=\"yf-1090901\">Super Micro forecast second-quarter revenue in the range of $10 billion to $11 billion, above analysts&#8217; average estimate of $7.83 billion.<\/p>\n<p class=\"yf-1090901\">It also raised its annual revenue forecast to $36 billion, from its earlier projection of $33 billion.<\/p>\n<p class=\"yf-1090901\">(Reporting by Juby Babu in Mexico City; Editing by Sriraj Kalluvila)<\/p>\n","protected":false},"excerpt":{"rendered":"By Juby Babu (Reuters) -Super Micro Computer missed Wall Street estimates for quarterly profit and revenue on Tuesday,&hellip;\n","protected":false},"author":2,"featured_media":272127,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27],"tags":[28,46634,145464,145465,83419],"class_list":["post-272126","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-business","tag-charles-liang","tag-micro-computer","tag-quarterly-profit-and-revenue","tag-wall-street-estimates"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/272126","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=272126"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/272126\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/272127"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=272126"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=272126"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=272126"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}