Super Micro projects $40B FY2026 revenue driven by AI and Blackwell platforms

Feb. 11, 2025 9:03 PM ETSuper Micro Computer, Inc. (SMCI) Stock, SMCI:CA StockAI-Generated Earnings Calls Insights63 Comments

Earnings Call Insights: Super Micro Computer, Inc. (NASDAQ:SMCI) Q2 2025

Management View

  • Charles Liang, CEO, highlighted preliminary Q2 net revenue in the range of $5.6 billion to $5.7 billion, a 54% year-over-year increase. He noted strong demand for AI platforms and the transition from Hopper to Blackwell
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