HomeDiscussions$SMCI Q4 '25 Earnings Results & Recap
Q4 revenue came in at $5.8B versus the $5.98B estimate; EPS was $0.41 versus the $0.45 estimate and FY26 revenue is expected to be at least $33B.
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$SMCI Q4 '25 Earnings Results & Recap
Q4 revenue came in at $5.8B versus the $5.98B estimate; EPS was $0.41 versus the $0.45 estimate and FY26 revenue is expected to be at least $33B.
Analysts have way to much power in these price swings... 47% yoy revenue growth is huge. Qtrly cash flow increase of roughly 38% over previous qtr.
People act like the fractional drop in growth margin by 0.1% is the end of the world, meanwhile the company was dealing with the uncertainties of tariffs impacting their costs.
People need to relax.