A post by @FirstSquawk on X.
SUPER MICRO COMPUTER SEES Q2 NET SALES $19.5 BLN TO $21.5 BLN, WELL ABOVE ESTIMATE OF $16.53 BLN, AN…
@FirstSquawk on X
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Super Micro Computer guided second-quarter net sales to $19.5–21.5 billion, far above the $16.53 billion consensus estimate, and raised its full-year net sales outlook to $72–82 billion from a prior $65–72 billion range. The sharply higher guidance signals stronger-than-expected demand for the company's server and AI infrastructure products. The update resets expectations for the quarter and full year well above what analysts had modeled. Investors will watch whether the company can convert the elevated outlook into actual revenue and margin performance when it reports results.
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