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

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.

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!