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超微电脑Super Micro Computer, Inc(SMCI)2025财年第四季度及全年财务业绩演示报告「NASDAQ」(英文版)(17页).pdf

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1、Fiscal Q4 2025 ResultsAugust 5,2025Better Faster Greener 2025 SupermicroDisclosures2Cautionary Statement Regarding Forward Looking Statements Statements contained in this press release that are not historical fact may be forward looking statements within the meaning of Section 27A of the Securities

2、Act of 1933 and Section 21E of the Securities Exchange Act of 1934.These forward-looking statements can be identified by the use of forward-looking terminology such as“anticipate,”“believe,”“continue,”“could,”“estimate,”“expect,”“may,”plan,”“seek,”“should,”“will,”“would”or similar expressions and th

3、e negatives of those terms.Such forward looking statements may include statements regarding,among other things,guidance for the first quarter of fiscal year 2026 and full year fiscal 2026 guidance,expectations that additional customer commitments will be secured in the upcoming second and third quar

4、ters of fiscal year 2026,meeting the Companys long-term targets and capitalizing on the growing market opportunity in the long-term,and our progressing leadership in DCBBS,DLC and AI technology.Such forward looking statements do not constitute guarantees of future performance and are subject to a va

5、riety of risks and uncertainties that could cause our actual results to differ materially from those anticipated,including:(i)our quarterly operating results may fluctuate,(ii)as we increasingly target larger customers and larger sales opportunities,our customer base may become more concentrated,our

6、 cost of sales may increase,our margins may be lower and our sales may be less predictable,(iii)the average sales prices for our server solutions could decline if customers do not continue to purchase our latest generation products or additional components,and(v)adverse economic conditions could aff

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- 财务报告:2025年第四季度收入57.57亿美元,同比增长8%;非GAAP毛利率9.6%,同比下降70个基点;每股收益0.41美元。 - 产品领导力:首次推出最新一代AI产品,包括Supermicro NVIDIA B300/GB300;推出扩展的DCBBS,用于加速AI数据中心建设;推出DLC-2,降低40%的电力和水消耗,噪音降低至约50dB,TCO降低20%。 - 战略执行:产品方面,DCBBS架构使AI解决方案实现TTD、TTO和TCO;液体冷却解决方案,预计未来12个月内全球新数据中心部署中将有超过30%使用DLC解决方案;制造方面,在硅谷增加第三个园区,在墨西哥、台湾和荷兰扩大规模。 - 未来展望:2026年第一季度GAAP摊薄每股收益预计在0.30至0.42美元之间;2026财年营收至少330亿美元。
"Q4 2025业绩亮点揭秘!" "AI时代,Supermicro如何引领潮流?" "揭秘Supermicro未来增长动力!"
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