BUZZ-Super Micro drops after missing quarterly estimates on GPU delivery delays

Reuters

Nov 05

** Shares of AI chip maker Super Micro Computer SMCI.O fall 9.58% to $42.86 premarket after it misses quarterly profit and revenue estimates due to delayed graphics processing unit (GPU) rack deliveries tied to design changes

** Co posts Q1 revenue of $5 billion, below analysts' estimates of $6 billion, per data compiled by LSEG

** CEO cites complexity of new GPU racks requiring "intricate integration, testing, and validation"

** J.P. Morgan says AI server leaders are sacrificing margins to win large deals, limiting profit upside

** SMCI raises FY revenue forecast to at least $36 bln, up from previous $33 bln; expects Q2 revenue of $10 bln–$11 bln, above est of $7.83 bln

** Stock up 55.81% YTD, as of last close

(Reporting by Tharuniyaa Lakshmi in Bengaluru)

((tharuniyaa@thomsonreuters.com))

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Morgan says AI server leaders are sacrificing margins to win large deals, limiting profit upside** SMCI raises FY revenue forecast to at least $36 bln, up from previous $33 bln; expects Q2 revenue of $10 bln–$11 bln, above est of $7.83 bln** Stock up 55.81% YTD, as of last close   ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4543":"AI","BK4585":"ETF&股票定投概念","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4588":"碎股","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMCI":"超微电脑","BK4170":"电脑硬件、储存设备及电脑周边"},"translate_title":"BUZZ-Super Micro因GPU交付延迟未达到季度预期而股价下跌","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMCI":0.9},"content_text":"BUZZ-Super Micro drops after missing quarterly estimates on GPU delivery delays** Shares of AI chip maker Super Micro Computer SMCI.O fall 9.58% to $42.86 premarket after it misses quarterly profit and revenue estimates due to delayed graphics processing unit (GPU) rack deliveries tied to design changes** Co posts Q1 revenue of $5 billion, below analysts' estimates of $6 billion, per data compiled by LSEG** CEO cites complexity of new GPU racks requiring \"intricate integration, testing, and validation\"** J.P. Morgan says AI server leaders are sacrificing margins to win large deals, limiting profit upside** SMCI raises FY revenue forecast to at least $36 bln, up from previous $33 bln; expects Q2 revenue of $10 bln–$11 bln, above est of $7.83 bln** Stock up 55.81% YTD, as of last close  (Reporting by Tharuniyaa Lakshmi in Bengaluru) ((tharuniyaa@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}