Release Date: May 06, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Are customers pulling back orders due to macroeconomic conditions, and how does this affect the June quarter outlook? A: Charles Liang, CEO, stated that despite macroeconomic uncertainties, they see strong orders and expect a robust June quarter. The September quarter is anticipated to be even stronger with the full production of new products like Blackwell.
Q: What factors are influencing the cautious gross margin guidance despite new product ramps? A: David Weigand, CFO, explained that concerns about tariffs and the transition from older platforms like Hopper to new ones like Blackwell are impacting margins. This transition involves more price competition and delayed decisions, contributing to a conservative margin outlook.
Q: Is the company still confident in achieving the $40 billion revenue target for fiscal 2026? A: Charles Liang, CEO, expressed confidence in mid- and long-term growth, particularly with strong demand for Blackwell and the Data Center Building Block Solution (DCBBS). However, due to macroeconomic uncertainties, they are not providing specific guidance for fiscal 2026 at this time.
Q: How is Super Micro positioned in terms of US domestic manufacturing amid rising tariffs? A: Charles Liang, CEO, highlighted that as a US-based manufacturer, Super Micro can respond quickly to new technologies and optimize logistics to mitigate tariff impacts. They have operations in the US, Taiwan, and Malaysia, providing flexibility to adapt to tariff changes.
Q: What is the status of the CFO search and how is the company addressing manpower needs? A: Charles Liang, CEO, mentioned that as the company continues to grow, they are actively seeking more talent, including for the CFO position, to support their expanding operations.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.