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

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.

Schlechte Zahlen?

1 Jahreschart finde ich spannend, der ganze Chart sieht aus wie 3 große Treppenstufen, geht immer rauf wie Rakete, düdelt dann ein wenig Rum, schmiert wieder ein gutes Stück ab, macht wieder die Rakete, immer das selbe Muster und dabei immer höher. KUV KGV spotbillig, wenn man Super Micro Computer als Tech Aktie sehen möchte, wenn man es als Komponenten -Zzsammenklatscher, sieht und mit DELL oder Hewlett Packard vergleicht sind KUV und KGV normaler Bereich. Kommt irgendwann Rakete und Beginn der Treppenstufe 4?? Kurs nähert sich unterer Linie des Abwärtstrendkanal, wo dann vielleicht wieder Rakete startet?? Bei den letzten Abstürzen ging es auch immer bis GD 100 oder drunter.

Cool, da sind ja meine 72 bis 70 USD, siehe 05.01.23. Ist aber heute unter die GD 100 gefallen, die bei 72,8 liegt. Ich kaufe nicht sofort, vielleicht wird es noch billiger. Will aber auch den Zug nicht verpassen, daher Stop Buy Limit Order knapp über GD 100 Aktivierung nehme ich 73 und Limit 74 USD. Mittwoch Abend ist die derzeitig Bärenmarktrallye wohl vermutlich zu Ende gegangen, wenn man Charts von SP500, DAX, NASDAQ so anschaut.

Minus 14. Was ist passiert? Kein Wert schmiert heute so ab

Erholung. Ab nächste Woche geht's weiter 🤗

Gute frage

Warum heute so down?

Neue Zahlen zum 2. Quartal https://ir.supermicro.com/news/news-details/2023/Supermicro-Provides-Second-Quarter-of-Fiscal-2023-Business-Update/default.aspx

Denk das ist ne Zukunftsaktie.

Kimi du bist auf igno bemüh dich nicht 😂🙈

@wolfofmyown und deshalb verkaufen die Chefs 70% ihrer Aktien. Bestimmt einfach so. VERKAUF BEVOR ES ZU SPÄT IST UND SCHALTE DEIN HIRN EIN, WTF!

Grade noch news gesehen :) https://www.presseportal.de/pm/amp/63529/5413311

70% verkaufen die Chefs, aber @Wolfofmyown weiß es natürlich besser als die Chefs die massiv ihrer Aktien los werden :D Genau mein Humor. Lass mich raten, du hast bis zum schluss auch an Wirecard geglaubt? DAS DING IST TOT!

Documented history of the Company being aggressive with accounting practices, resulting in charges levied by the SEC • Limited ability to believe the Company’s long-term revenue aspirations given no firm backlog, and limited visibility beyond one quarter • Evidence of recent suspension of datacenter expansion at Facebook, its largest customer, along with lower expected server industry growth. Competitor Wiwynn also with Facebook revenue concentration valued at 0.40x sales • New financial reporting anomalies identified tied to potentially undisclosed borrowing while working capital stress increases • Hardware business with classic long-term deflationary forces and R&D and capex needs required to compete against larger players • No demonstrated ability to drive free cash flow over the long-term • Recent increase in prepayments indicative of changing business practices • Recent increase in stock sales by the CEO, and large stock holding reduction by the CFO

Wenn ich die webseite von denen anschaue brauch ich gar nicjt weiterleisen 😂