Super Micro Already Told Us Its Revenue, Its Margins, and Its Orders. Tuesday's Report Has One Number Left.
The AI server maker preannounced nearly everything three weeks ago -- except the number that frames its next fiscal year.
Overview
Super Micro Computer (NASDAQ: SMCI) took most of the suspense out of its own earnings report three weeks ago.
In a preliminary update on July 21, the AI server maker said revenue for its fiscal fourth quarter (the period ended June 30) would land near the low end of its $11.0 billion to $12.5 billion guidance. It also said gross margin would come in between 15% and 17%, and that the company received more than $60 billion of new orders during the quarter, pushing its backlog to record levels.
Details
Those three figures would normally be the report. What the update didn't include is a fiscal 2027 outlook. That guide, due when Supermicro reports full results on Tuesday at 5 p.m. ET, is the first number that says what all of those orders convert into.
Source
Originally published at www.fool.com.