Mixed Results for Fiscal Q4 2025
Super Micro Computer, Inc. (NASDAQ: SMCI), a leading provider of AI, cloud, and storage solutions, reported financial results for its fourth quarter and full fiscal year 2025 that fell short of some investor expectations. The company announced net sales of $5.8 billion for the quarter ended June 30, 2025, up from $4.6 billion in the previous quarter and $5.4 billion in Q4 2024. Despite this revenue growth, key profitability metrics declined compared to the same period last year[1].
Key Financial Highlights
- Net sales: $5.8 billion, up sequentially from $4.6 billion in Q3'25 and $5.4 billion in Q4'24
- Gross margin: 9.5%, down from 10.2% in Q4'24
- Net income: $195 million, lower than $297 million in Q4'24
- Diluted net income per share: $0.31 versus $0.46 last year
- Non-GAAP diluted net income per share: $0.41 compared to $0.54 in Q4'24
The company’s gross profit for the quarter was $544 million, while operating expenses reached $183 million[2].
Stock Market Reaction
Following the results release on August 5, 2025, Supermicro’s shares fell sharply in after-hours trading, reflecting investor disappointment with the company’s profitability and earnings guidance. Analysts expressed concern that, despite robust revenue growth—largely driven by demand in
AI and cloud infrastructure—the company's margins are under pressure due to intensifying competition and higher costs.
Context and Outlook
Supermicro’s position as a hardware supplier to AI and large-scale cloud providers has fueled its rapid growth over the past year. However, the latest results highlight the challenges of balancing expansion with sustained profitability. Investors will be watching future earnings closely to see whether the company can regain margin stability in a competitive, fast-evolving sector[1][2].
For more details, visit the official
Supermicro investor relations page.
