SUPER MICRO WKN: A0MKJF ISIN: US86800U1043 Forum: Aktien Thema: Hauptdiskussion

Stabil 💪

https://ir.supermicro.com/news/news-details/2023/Supermicro-and-Rakuten-Symphony-Extend-Their-Collaboration-and-Offer-Complete-5G-Telco-and-Edge-Solutions-For-Cloud-Based-Open-RAN-Mobile-Networks/default.aspx

https://ir.supermicro.com/financials/annual-reports/default.aspx

Hallo ihr lieben, hab die vor kurzen entdeckt, was sagt ihr, lohnt sich der Einstieg , da wir schon beim ATH sind ? Ist die Firma gut ausgestellt ? Cashflow usw. Danke für eine professionelle ehrliche Antwort. 😊

Top...neues Hoch ..

Man siehe meinen Kommentar vom 06.01. SMCI wird Jahr für Jahr liefern, jetzt durchbrechen wir erstmal die 100€ im Februar und dann eröffnen sich hier ganz andere Chancen, auch durch die Höhere Marktkapitalisierung. SMCI wird in 2023 noch bei über 150€ stehen.

Schade Einstieg verpasst da ich wegen CN Trouble dacht besser an der Seitenlinie noch zu warten 😩

https://ir.supermicro.com/news/news-details/2023/Supermicro-Announces-Participation-in-Upcoming-Investor-Events/default.aspx

Baaam to the mooooon!

Ich bin investiert,fett.Aber bitte pass auf.Diese Kriminille shortsheller verbreiten Lügen und wilde Spekulationen.Klar,wenn sie weg sind waren wir tatsächlich vor drei Wochen bei 96 dollar.Aber wenn sie länger bleiben???

Was ist nun möglich nach den Zahlen ? 🤔bin am überlegen einzusteigen. Die 100 Dollar sollten doch eher rasch wieder kommen… oder was ist eure Meinung?

Mit gar nicht.War bei der Konferenz.Wir müssen abwarten,dass die Bas.ta.r.den von Shortsheller fertig mit der Attacke sind.Alles gestiegen,alle Erwartungen übertroffen.Aussichten leicht über Erwartungen.Ununterbrochen 8x Jahre Wachstum

https://aktien-mag.de/blog/hot-news/super-micro-computer-meldet-starke-zahlen-und-schwachen-ausblick/p-90338?fbclid=IwAR2UGWB7xduQHPWEloFWEVPe0H7f-CJS7IGGtUauOhmhOgsM_GBoRgDM7BE

Mit was war der Markt gestern unzufrieden?

For fiscal year 2023 ending June 30, 2023, the Company maintains its guidance for net sales from a range of $6.5 billion to $7.5 billion, GAAP net income per diluted share from a range of $8.50 to $11.00, and non-GAAP net income per diluted share from a range of $9.00 to $11.30. The Company’s projections for annual GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 19.2% and 19.8%, respectively, and a fully diluted share count of 57 million shares for GAAP and fully diluted share count of 58 million shares for non-GAAP. The outlook for fiscal year 2023 GAAP net income per diluted share includes approximately $33 million in expected stock-based compensation and other expenses, net of related tax effects that are excluded from non-GAAP net income per diluted share. Conference Call and Webcast Information Supermicro will hold a public webcast at 2:00 p.m. PST today to discuss the results for its second quarter of fiscal year 2023. Those wishing to access the live webcast may use the following link: https://events.q4inc.com/attendee/374434608 The conference call can be accessed by registering online at: https://conferencingportals.com/event/fIceWmPv After registering, a confirmation will be sent through email, including dial-in details and unique conference call codes for entry. Registration is open during the live call, but to ensure connectivity for the full call, it is recommended that participants register a day in advance and dial-in for the call at least 10 minutes before the start of the call. A replay of the webcast will be available shortly after the call on the Company’s investor relations website (https://ir.supermicro.com) and will remain accessible for one year. Cautionary Statement Regarding Forward Looking Statements Statements contained in this press release that are not historical fact may be forward looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Such forward looking statements may relate to, among other things, the third quarter of fiscal year 2023 and full year fiscal 2023 guidance, structural shifts in the end markets favoring our solution strategy, and new platform launches supporting our share gain momentum in the long run. Such forward looking statements do not constitute guarantees of future performance and are subject to a variety of risks and uncertainties that could cause our actual results to differ materially from those anticipated, including: (i) the global COVID-19 pandemic may continue to present significant uncertainties for parts of our business including our supply chain, our production operations and customer demand, (ii) our quarterly operating results may fluctuate, which could cause rapid declines in our stock price, (iii) as we increasingly target larger customers and larger sales opportunities, our customer base may become more concentrated, our cost of sales may increase, our margins may be lower and our sales may be less predictable, (iv) if we fail to meet publicly announced financial guidance or other expectations about our business, our stock could decline in value, (v) the average sales prices for our server solutions could decline if customers do not continue to purchase our latest generation products or additional components, and (vi) adverse economic conditions may harm our business. Additional factors that could cause actual results to differ materially from those projected or suggested in any forward looking statements are contained in our filings with the Securities and Exchange Commission, including those factors discussed under the caption "Risk Factors" in such filings, particularly in our Annual Report on Form 10-K for our fiscal year ended June 30, 2022, and Quarterly Reports on Form 10-Q filed thereafter. Use of Non-GAAP Financial Measures

Supermicro Announces Second Quarter Fiscal Year 2023 Financial Results 01/31/2023 SAN JOSE, Calif.--(BUSINESS WIRE)-- Supermicro (Nasdaq: SMCI), a Total IT Solution Provider for Cloud, AI/ML, Storage, and 5G/Edge, today announced financial results for its second quarter of fiscal year 2023 ended December 31, 2022. Second Quarter Fiscal Year 2023 Highlights Net sales of $1.80 billion versus $1.85 billion in the first quarter of fiscal year 2023 and $1.17 billion in the same quarter of last year. Gross margin of 18.7% versus 18.8% in the first quarter of fiscal year 2023 and 14.0% in the same quarter of last year. Net income of $176 million versus $184 million in the first quarter of fiscal year 2023 and $42 million in the same quarter of last year. Diluted net income per common share of $3.14 versus $3.35 in the first quarter of fiscal year 2023 and $0.78 in the same quarter of last year. Non-GAAP diluted net income per common share of $3.26 versus $3.42 in the first quarter of fiscal year 2023 and $0.88 in the same quarter of last year. Cash flow provided by operations for the second quarter of fiscal year 2023 of $161 million and capital expenditures of $10 million. Non-GAAP gross margin for the second quarter of fiscal year 2023 was 18.8% which adds back stock-based compensation expenses of $1 million. Non-GAAP diluted net income per common share for the second quarter of fiscal year 2023 was $3.26, with adjustments for stock-based compensation expenses of $17 million and $2 million litigation expense recovery, net of the related tax effects of $4 million. As of December 31, 2022, total cash and cash equivalents was $305 million and total bank debt was $170 million. “Our fiscal Q2 2023 saw another record quarter with revenue just over $1.8 billion, up 54% YoY, making it the eighth consecutive quarter of outstanding growth that effectively doubled our annual revenue,” said Charles Liang, Chairman and CEO, Supermicro. “We continue to lead the market with the best designs and best in class Total IT Solutions. In fact, the structural shifts in the end markets favor our solution strategy. I remain confident and excited for fiscal 2023 and beyond, as we are in the beginning of many new platform launches that should continue to support our share gain momentum in the long run.” Business Outlook and Management Commentary For the third quarter of fiscal year 2023 ending March 31, 2023, the Company expects net sales of $1.42 billion to $1.52 billion, GAAP net income per diluted share of $1.75 to $2.02 and non-GAAP net income per diluted share of $1.88 to $2.14. The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 15.9% and 16.9%, respectively, and a fully diluted share count of 57 million shares for GAAP and fully diluted share count of 58 million shares for non-GAAP. The outlook for Q3 of fiscal year 2023 GAAP net income per diluted share includes approximately $9 million in expected stock-based compensation and other expenses, net of related tax effects that are excluded from non-GAAP net income per diluted share.