Super Micro Computer, Inc. (SMCI) Report Analysis
Corporate Events
Super Micro Computer, Inc.(NasdaqGS:SMCI) dropped from Russell 2000 Value-Defensive Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) dropped from Russell 2000 Value-Defensive Index
Super Micro Computer, Inc.(NasdaqGS:SMCI) dropped from Russell 3000 Value Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) dropped from Russell 3000 Value Index
Super Micro Computer, Inc.(NasdaqGS:SMCI) dropped from Russell 2500 Value Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) dropped from Russell 2500 Value Index
Super Micro Computer, Inc.(NasdaqGS:SMCI) dropped from Russell Small Cap Comp Value Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) dropped from Russell Small Cap Comp Value Index
Super Micro Computer, Inc.(NasdaqGS:SMCI) dropped from Russell 2000 Value Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) dropped from Russell 2000 Value Index
Super Micro Computer, Inc.(NasdaqGS:SMCI) dropped from Russell 3000E Value Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) dropped from Russell 3000E Value Index
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell 3000 Growth Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell 3000 Growth Index
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell 2000 Growth Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell 2000 Growth Index
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell Small Cap Comp Growth Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell Small Cap Comp Growth Index
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell 3000E Growth Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell 3000E Growth Index
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell 2000 Growth-Defensive Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell 2000 Growth-Defensive Index
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell 2000 Dynamic Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell 2000 Dynamic Index
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell 2500 Growth Index
2022-06-24 00:00:00
Super Micro Computer, Inc.(NasdaqGS:SMCI) added to Russell 2500 Growth Index
Super Micro Computer, Inc. Announces Global Availability of Intelligent Edge Systems Featuring Intel Xeon D Processors
2022-06-21 07:01:00
Super Micro Computer, Inc. announced the global availability of a wide range of systems for edge computing, including the recently announced SuperEdge and a range of Intel Xeon D processor-based systems, with up to 20 cores, 25 GbE networking built-in, and a temperature operating range from -40° C to 85° C. These systems are optimized for the Intelligent Edge, where responsive systems that reduce latency are required. In addition, locating powerful AI systems closer to where data is generated reduces network traffic and lowers response time. Supermicro is introducing a selection of new systems, including updated versions of the popular IP65 Outdoor Edge system and the Supermicro Hyper-E product lines, all of which are designed with the optimal Intel Xeon CPU and various forms factors. These systems are all applications optimized for computing and inferencing at the edge and are available worldwide. Edge systems from Supermicro incorporate the latest Intel Xeon CPUs, including the Intel Xeon D family and the 3rd Gen Intel Xeon Scalable processors. As a result, Supermicro servers built with these CPUs show a performance increase over previous generations of systems, producing more work per watt of electricity. The short depth and front I/O systems are critical for edge environments where physical space may be at a premium. These systems may need to operate in facilities far away from climate-controlled data centers and without interruption. Supermicro continues to innovate with servers that can be installed in outdoor environments, including the pole-mounted IP65 server platform for 5G and the intelligent edge. Moving AI inferencing to the edge of the network allows faster decisions to be made without using valuable network bandwidth to communicate back to a remote data center.
Super Micro Computer, Inc. has filed a Shelf Registration in the amount of $98.29 million.
2022-06-03 00:00:00
Super Micro Computer, Inc. has filed a Shelf Registration in the amount of $98.29 million. Security Name: Common Stock Securities Offered: 2,000,000 Transaction Features: ESOP Related Offering
Informa UK Limited, the AI Summit, London 2022, Jun 15, 2022 through Jun 16, 2022
2022-05-19 09:09:00
Informa UK Limited, The AI Summit, London 2022, Jun 15, 2022 through Jun 16, 2022.
Super Micro Computer, Inc. Presents at The AI Summit, London 2022, Jun-15-2022
2022-05-19 09:09:00
Super Micro Computer, Inc. Presents at The AI Summit, London 2022, Jun-15-2022 .
Super Micro Computer, Inc. Presents at ISC High Performance 2022, May-29-2022
2022-05-19 09:09:00
Super Micro Computer, Inc. Presents at ISC High Performance 2022, May-29-2022 . Venue: Messe Hamburg, Hamburg, Hamburg, Germany.
Super Micro Computer, Inc. Presents at Cowen 50th Annual Technology, Media, and Telecom Conference, Jun-02-2022
2022-05-05 13:05:00
Super Micro Computer, Inc. Presents at Cowen 50th Annual Technology, Media, and Telecom Conference, Jun-02-2022 . Venue: New York City, New York, United States. Speakers: David E. Weigand, Senior VP, CFO, Company Secretary & Chief Compliance Officer, Patrick Wang, President of East Coast and SVP, Strategy and Corporate Development.
Super Micro Computer, Inc. Presents at Loop Capital Markets Technology, Media and Telecom Conference, Jun-02-2022
2022-05-05 13:05:00
Super Micro Computer, Inc. Presents at Loop Capital Markets Technology, Media and Telecom Conference, Jun-02-2022 . Venue: Lotte New York Palace, New York City, New York, United States. Speakers: David E. Weigand, Senior VP, CFO, Company Secretary & Chief Compliance Officer, Patrick Wang, President of East Coast and SVP, Strategy and Corporate Development.
Super Micro Computer, Inc. Presents at Bank of America 2022 Global Technology Conference, Jun-08-2022
2022-05-05 13:05:00
Super Micro Computer, Inc. Presents at Bank of America 2022 Global Technology Conference, Jun-08-2022 . Venue: Ritz Carlton, San Francisco, California, United States. Speakers: David E. Weigand, Senior VP, CFO, Company Secretary & Chief Compliance Officer, Patrick Wang, President of East Coast and SVP, Strategy and Corporate Development.
Super Micro Computer, Inc. Revises Earnings Guidance for Fiscal Year 2022 Ending June 30, 2022
2022-05-03 20:08:00
Super Micro Computer, Inc. revised earnings guidance for fiscal year 2022 ending June 30, 2022. For fiscal year 2022 ending June 30, 2022, the Company raises its previous guidance of net sales from $4.2 billion to $4.6 billion to a new range of $4.96 billion to $5.04 billion, and raises its GAAP net income per diluted share of at least $2.77 to a new range of $4.16 to $4.35.
Super Micro Computer, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending June 30, 2022
2022-05-03 20:08:00
Super Micro Computer, Inc. provided earnings guidance for the fourth quarter of fiscal year 2022 ending June 30, 2022. For the fourth quarter of fiscal year 2022 ending June 30, 2022, the Company expects net sales of $1.4 billion to $1.48 billion, GAAP net income per diluted share of $1.45 to $1.64.
FS and Supermicro Announce Strategic Partnership on Servers to Empower Digital Economy
2022-04-28 06:36:00
FS.COM announced its strategic cooperation with Super Micro Computer, Inc. Through this expanded collaboration, two companies will deliver rack servers with powerful performance and high reliability to help customers deploy, manage and scale their infrastructure applied for virtualization, big data, and cloud computing in the digital economy. With the booming development of information technologies and the increasing network bandwidth, the digital transformation is sweeping the globe. Enterprises need infrastructures with high performance, flexibility, and reliability to improve their business capabilities and operational efficiencies. The rack servers in this collaboration provide powerful performance and reliability with 2nd or 3rd Gen Intel® Xeon® Scalable processors. Management of the servers is simplified with Intelligent Platform Management Interface (IPMI) to manage the system both at-chassis and remotely. These servers are ideal for enterprise mission-critical workloads such as virtualization, cloud computing, and high performance computing (HPC). Through this partnership, FS and Supermicro will continue delivering professional servers with ultimate availability and reliability to help customers address increasing business-critical workloads and facilitate global digital transformation.
Intel Corporation, Intel® Vision, May 10, 2022 through May 11, 2022
2022-04-19 11:10:00
Intel Corporation, Intel® Vision, May 10, 2022 through May 11, 2022.
Super Micro Computer, Inc. to Report Q3, 2022 Results on May 03, 2022
2022-04-18 20:19:00
Super Micro Computer, Inc. announced that they will report Q3, 2022 results After-Market on May 03, 2022
Super Micro Computer, Inc., Q3 2022 Earnings Call, May 03, 2022
2022-04-18 20:19:00
Super Micro Computer, Inc., Q3 2022 Earnings Call, May 03, 2022
Super Micro Computer, Inc. - Shareholder/Analyst Call
2022-04-18 18:58:00
Annual Meeting of stockholders
Super Micro Computer, Inc., Annual General Meeting, May 18, 2022
2022-04-13 20:40:00
Super Micro Computer, Inc., Annual General Meeting, May 18, 2022, at 14:00 Pacific Standard Time. Agenda: To elect two Class III directors to hold office until the annual meeting of stockholders following fiscal year 2024 or until their successors are duly elected and qualified; to vote on a non-binding advisory resolution to approve the compensation of our named executive officers; to ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for its fiscal year ending June 30, 2022; to approve the amendment and restatement of the Super Micro Computer, Inc. 2020 Equity and Incentive Compensation Plan; and to transact such other business as may properly come before the Annual Meeting or any adjournment or postponement thereof.
Super Micro Computer, Inc. Appoints Judy Lin to the Board of Directors and Member of Nominating and Corporate Governance Committee
2022-04-05 22:20:00
Super Micro Computer, Inc. has announced the appointment of Judy Lin to the Board of Directors. She was also appointed to serve as a member of the Company’s Nominating and Corporate Governance Committee. Ms. Lin is a retired executive who has 30 years of experience in the disk drive industry. She currently serves as an Independent Board Director of MORESCO Corporation.
Super Micro Computer, Inc. - Special Call
2022-03-21 13:15:00
To discuss on Universal GPU
Loop Capital Markets LLC, Loop Capital Markets Technology, Media and Telecom Conference, Jun 01, 2022 through Jun 02, 2022
2022-03-17 15:04:00
Loop Capital Markets LLC, Loop Capital Markets Technology, Media and Telecom Conference, Jun 01, 2022 through Jun 02, 2022. Venue: Lotte New York Palace, New York City, New York, United States.
Bank of America Corporation, Bank of America 2022 Global Technology Conference, Jun 07, 2022 through Jun 09, 2022
2022-03-17 14:07:00
Bank of America Corporation, Bank of America 2022 Global Technology Conference, Jun 07, 2022 through Jun 09, 2022. Venue: Ritz Carlton, San Francisco, California, United States.
Cowen Inc., Cowen 50th Annual Technology, Media, and Telecom Conference, Jun 01, 2022 through Jun 03, 2022
2022-02-07 20:29:00
Cowen Inc., Cowen 50th Annual Technology, Media, and Telecom Conference, Jun 01, 2022 through Jun 03, 2022. Venue: New York City, New York, United States.
Tranche Update on Super Micro Computer, Inc. (NasdaqGS:SMCI)'s Equity Buyback Plan announced on February 2, 2021.
2022-02-04 17:02:00
From October 1, 2021 to December 31, 2021, the company has repurchased 0 shares, representing 0% for $0 million. With this, the company has completed the repurchase of 1,391,171 shares, representing 2.75% for $50.06 million under the buyback announced on February 2, 2021.
ISC Group, Incorporated, ISC High Performance 2022, May 29, 2022 through Jun 02, 2022
2022-02-02 11:58:00
ISC Group, Incorporated, ISC High Performance 2022, May 29, 2022 through Jun 02, 2022. Venue: Messe Hamburg, Hamburg, Hamburg, Germany.
Super Micro Computer, Inc. Provides Earnings Guidance for the Third Quarter Ending March 31, 2022 and Full Year Ending June 30, 2022
2022-02-01 21:29:00
Super Micro Computer, Inc. provided earnings guidance for the third quarter ending March 31, 2022 and full year ending June 30, 2022. For the third quarter of fiscal year 2022 ending March 31, 2022, the company expects net sales of $1.1 billion to $1.2 billion, GAAP net income per diluted share of $0.58 to $0.81 and non-GAAP net income per diluted share of $0.70 to $0.90.For fiscal year 2022 ending June 30, 2022, the company maintains its previous guidance of net sales of $4.2billion to $4.6 billion, GAAP net income per diluted share of at least $2.77.
Super Micro Computer, Inc. Presents at COMPUTEX 2022, May-25-2022 02:00 PM
2022-01-20 09:26:00
Super Micro Computer, Inc. Presents at COMPUTEX 2022, May-25-2022 02:00 PM. Venue: Taipei Nangang Exhibition Center Hall 1 & 2, Taipei, Taiwan. Speakers: Charles Liang, Founder, Chairman of the Board, President & CEO.
Super Micro Computer, Inc., Q2 2022 Earnings Call, Feb 01, 2022
2022-01-18 14:05:00
Super Micro Computer, Inc., Q2 2022 Earnings Call, Feb 01, 2022
Super Micro Computer, Inc. to Report Q2, 2022 Results on Feb 01, 2022
2022-01-18 14:05:00
Super Micro Computer, Inc. announced that they will report Q2, 2022 results After-Market on Feb 01, 2022
Super Micro Computer, Inc. Announces World's First TPCx-HCI Benchmark Result
2021-12-16 14:05:00
Super Micro Computer, Inc. announced the first published TPCx-HCI benchmark result, with a measured performance of 4,790.18 tpsHCI at $49.60/tpsHCI. Working with AMD and VMware, Supermicro used 3rd Generation AMD EPYC™ processor-based servers and VMware vSphere 7.0 Update 2, setting a world record and demonstrating performance for computational-intensive workloads for Hyper-Converged Infrastructure (HCI) environments. The cluster ran on four Supermicro WIO A+ Servers (model AS -1114S-WN10RT), each with one AMD EPYC™ 7713 processor and 1TB of main memory. Overall, in the cluster, the processors had a total of 256 cores, with simultaneous multithreading enabled for a total of 512 threads. The VMs ran the Red Hat Enterprise Linux 7.7 operating system and PostgreSQL 10.6 database management system (DBMS). TPC Express Benchmark HCI (TPCx-HCI) was developed by the Transaction Processing Performance Council (TPC) for measuring the performance of HCI. The benchmark measures the performance of HCI clusters under a demanding database workload. It stresses the virtualized hardware and software of converged storage, networking, and compute resources of the HCI platform.
Super Micro Computer, Inc. Presents at Raymond James Virtual Technology Investors Conference 2021, Dec-07-2021
2021-11-16 22:00:00
Super Micro Computer, Inc. Presents at Raymond James Virtual Technology Investors Conference 2021, Dec-07-2021 .
Supermicro Accelerates Delivery of HPC Clusters for Total IT Solutions with a Broad Portfolio of Servers, Storage, AI Solutions, and Liquid Cooling
2021-11-15 14:05:00
Super Micro Computer, Inc. is expanding its HPC market reach for a broad range of industries by innovating at the system and cluster level. With its Total IT Solutions, Supermicro can deliver complete rack-level solutions faster and at a lower cost to not only scientific research organizations but also to enterprise customers in diverse industries such as manufacturing, life sciences, and energy exploration, as HPC and AI converge. The new Universal GPU server allows customers to choose the best CPUs, GPUs, and switch configurations for their applications and workloads, including dual-processor configurations using either the 3rd Gen Intel Xeon Scalable processor or the 3rd Gen AMD EPYC™ processor. The Universal GPU system enables system administrators to standardize HPC/AI systems in their clusters for the desired workloads on a single platform that is both versatile and flexible. This unique system has been optimized for various GPUs, including the newly announced AMD Instinct MI200 series accelerators and NVIDIA A100 GPUs. Supermicro systems, such as the SuperBlade® and BigTwin® systems, are optimized for HPC applications where density, scalability, and power savings are critical. The Universal GPU server with AMD Instinct™, MI200 series accelerators, will be showcased in Supermicro's SC'21 booth, #1117. While Supermicro continues to design the most efficient air-cooled systems, liquid cooling is becoming a necessary technology for high-performing servers, such as the Supermicro SuperBlade® and GPU servers containing the latest CPUs and GPUs. The new Supermicro manufacturing facilities are equipped to manufacture entire liquid-cooled clusters, tested at scale before customer shipment. Historically, Supermicro has designed and worked with partners on creating the most energy-efficient HPC systems available today. As a result, the Preferred Networks MN-3 Core Server optimized for Intel Xeon CPUs has recently been ranked #1 in energy efficiency on the Green 500 list, determining which large systems deliver the most performance per watt.
Super Micro Computer, Inc. Enhances Broadest Portfolio of Edge to Cloud Ai Systems with Accelerated Inferencing and New Intelligent Fabric Support
2021-11-09 11:03:00
Super Micro Computer, Inc. announced the enhancement of the broadest portfolio of Artificial Intelligence (AI) GPU servers which integrate new NVIDIA Ampere-family GPUs, including the NVIDIA A100, A30, and A2. Supermicro's latest NVIDIA-Certified Systems deliver ten times more AI inference performance than previous generations, ensuring that AI enabled applications such as Image Classification, Object Detection, Reinforcement Learning, Recommendation, Natural Language Processing (NLP), Automatic Speech Recognition (ASR) that can produce faster insights with dramatically lower costs. In addition to inferencing, Supermicro's powerful selection of A100 HGX 8-GPU and 4-GPU servers deliver three times higher AI training and eight times faster performance on big data analytics compared to previous generation systems. The Supermicro E-403 server is ideal for distributed AI inferencing applications, such as traffic control and office building environmental conditions. Supermicro Hyper-E edge servers bring unprecedented inferencing to the edge with up to three A100 GPUs per system. Supermicro can now deliver complete IT solutions that accelerate collaboration among engineering and design professionals, including NVIDIA-Certified servers, storage, networking switches, and NVIDIA Enterprise Omniverse software for professional visualization and collaboration. Supermicro's powerful data center 2U and 4U GPU (Redstone, Delta) systems will be the first to market supporting the new Quantum-2 InfiniBand product line and the BlueField DPUs. The NVIDIA Quantum-2 InfiniBand solution includes high-bandwidth, ultra-low latency adapters, switches and cables, and comprehensive software for delivering the highest data center performance, which runs across the broad Supermicro product line. The Quantum-2 InfiniBand-based systems will provide 400 Gb/s, 2X higher bandwidth per port, increased switch density, and 32X higher AI acceleration per switch than the previous generation of InfiniBand communication adapters and switches and offer both Intel or AMD processor support. With hybrid work environments becoming the norm, new technologies are required to ensure a workforce's technical parity. The combination of NVIDIA's Omniverse Enterprise and Supermicro GPU servers will transform complex 3D workflows, resulting in infinite iterations and faster time-to-market for a wide range of innovative products. In addition, NVIDIA's Omniverse Enterprise, and AI Enterprise on VMware for integrating AI into their enterprise workflows, are optimized and tested on Supermicro's NVIDIA-Certified Systems, enabling geographically diverse teams to work together seamlessly.
Super Micro Computer, Inc. Provides Earnings Guidance Second Quarter of Fiscal Year 2022 Ending December 31, 2021 and Fiscal Year 2022 Ending June 30, 2022
2021-11-02 20:05:00
Super Micro Computer, Inc. provided earnings guidance second quarter of fiscal year 2022 ending December 31, 2021 and fiscal year 2022 ending June 30, 2022. For the second quarter of fiscal year 2022 ending December 31, 2021, the company expects net sales to be $1.1 billion to $1.2 billion. GAAP net income per diluted share to be $0.60 to $0.80. For the fiscal year 2022 ending June 30, 2022; the company expects net sales to be $4.2 billion to $4.6 billion. GAAP net income per diluted share to be at least $2.77.
Super Micro Computer, Inc. to Report Q1, 2022 Results on Nov 02, 2021
2021-10-18 13:05:00
Super Micro Computer, Inc. announced that they will report Q1, 2022 results After-Market on Nov 02, 2021
Super Micro Computer, Inc., Q1 2022 Earnings Call, Nov 02, 2021
2021-10-18 13:05:00
Super Micro Computer, Inc., Q1 2022 Earnings Call, Nov 02, 2021
Super Micro Computer, Inc. Presents at 5th Annual Virtual Wells Fargo TMT Summit, Nov-30-2021 12:40 PM
2021-10-15 20:27:00
Super Micro Computer, Inc. Presents at 5th Annual Virtual Wells Fargo TMT Summit, Nov-30-2021 12:40 PM. Speakers: David E. Weigand, Senior VP, CFO, Company Secretary & Chief Compliance Officer, Patrick Wang, President, East Coast.
Super Micro Computer, Inc. Expands GPU System Portfolio with Innovative New Servers to Accelerate a Wide Range of AI, HPC, and Cloud Workloads
2021-10-12 13:05:00
Super Micro Computer, Inc. announced new systems based on NVIDIA® Ampere architecture GPUs and 3rd Gen Intel Xeon Scalable processors with built-in AI accelerators (Supermicro X12 series). These servers are designed for demanding AI applications where low latency and high application performance are essential. The 2U NVIDIA HGX™ A100 4-GPU system is suited for deploying modern AI training clusters at scale with high-speed CPU-GPU and GPU-GPU interconnect. The Supermicro 2U 2-Node system reduces energy usage and costs by sharing power supplies and cooling fans, reducing carbon emissions, and supports a range of discrete GPU accelerators, which can be matched to the workload. Both of these systems include advanced hardware security features that are enabled by the latest Intel Software Guard Extensions (Intel SGX). The 2U NVIDIA HGX A100 server is based on the 3rd Gen Intel Xeon Scalable processors with Intel Deep Learning Boost technology and is optimized for analytics, training, and inference workloads. The system can deliver up to 2.5 petaflops of AI performance, with four A100 GPUs fully interconnected with NVIDIA NVLink®, providing up to 320GB of GPU memory to speed breakthroughs in enterprise data science and AI. The system is up to 4x faster than the previous generation GPUs for complex conversational AI models like BERT large inference and delivers up to 3x performance boost for BERT large AI training. In addition, the advanced thermal and cooling designs make these systems ideal for high-performance clusters where node density and power efficiency are priorities. Liquid cooling is also available for these systems, resulting in even more OPEX savings. Intel Optane™ Persistent Memory (PMem) is also supported on this platform, enabling significantly larger models to be held in memory, close to the CPU, before processing on the GPUs. For applications that require multi-system interaction, the system can also be equipped with four NVIDIA ConnectX®-6 200Gb/s InfiniBand cards to support GPUDirect RDMA with a 1:1 GPU-to-DPU ratio. The new 2U 2-Node is an energy-efficient resource-saving architecture designed for each node to support up to three double-width GPUs. Each node also features a single 3rd Gen Intel Xeon Scalable processor with up to 40 cores and built-in AI and HPC acceleration. A wide range of AI, rendering, and VDI applications will benefit from this balance of CPUs and GPUs. Equipped with Supermicro's advanced I/O Module (AIOM) expansion slots for fast and flexible networking capabilities, the system can also process massive data flow for demanding AI/ML applications, deep learning training, and inferencing while securing the workload and learning models. It is also ideal for multi-instance high-end cloud gaming and many other compute-intensive VDI applications. In addition, Virtual Content Delivery Networks (vCDNs) will be able to satisfy increasing demands for streaming services. Power supply redundancy is built-in, as either node can use the adjacent node's power supply in the event of a failure.
Wells Fargo Securities, LLC, 5th Annual Virtual Wells Fargo TMT Summit, Nov 30, 2021 through Dec 03, 2021
2021-10-07 09:16:00
Wells Fargo Securities, LLC, 5th Annual Virtual Wells Fargo TMT Summit, Nov 30, 2021 through Dec 03, 2021.
Computex, Taiwan External Trade Development Council, Taipei Computer Association, COMPUTEX 2022, May 23, 2022 through May 27, 2022
2021-10-06 07:37:00
Computex, Taiwan External Trade Development Council, Taipei Computer Association, COMPUTEX 2022, May 23, 2022 through May 27, 2022. Venue: Taipei Nangang Exhibition Center Hall 1 & 2, Taipei, Taiwan.
Super Micro Computer, Inc. Presents at Credit Suisse 25th Annual Technology Conference, Nov-30-2021
2021-10-05 09:20:00
Super Micro Computer, Inc. Presents at Credit Suisse 25th Annual Technology Conference, Nov-30-2021 . Venue: The Phoenician Hotel, Scottsdale, Arizona, United States. Speakers: David E. Weigand, Senior VP, CFO, Company Secretary & Chief Compliance Officer, Patrick Wang, President, East Coast & SVP, Strategy and Corporate Development.
Super Micro Computer, Inc. Opens New Command Center with Autoconfigurator to Support Any Cloud, and PnP Enterprise Applications
2021-09-17 13:05:00
Super Micro Computer, Inc. is adding a new facility to its multi-location U.S. headquarters campus in San Jose, California. Customers can collaborate with Supermicro engineers in this consolidated campus, accessing an onsite data center to develop, test, and create the right balance of on-prem, colocation, and public cloud workload scenarios optimized for tomorrow's corporate challenges. The new construction is over 200,000 sq. ft. in size and the latest addition to Supermicro's Green Computing Park. It will include a Command Center to support new and innovative solutions that address the varied needs of customers worldwide. New technologies such as Artificial Intelligence and Machine Learning (AI/ML), 5G Edge and On-Prem Cloud software and hardware can quickly be incorporated and tested for the most demanding workloads. Supermicro's Silicon Valley headquarters comprises more than 12 buildings – over 1.5M sq. ft. – supporting engineering, manufacturing, and customer service. In addition, the new facility will generate its clean fuel-cell-based electricity with two MW supplied entirely from natural gas using Bloom Energy servers, adding to Supermicro's existing use of Bloom Energy servers. The site is designated as a resource-efficient LEED (Leadership in Energy and Environmental Design) facility that uses less water and energy. The new facility is dedicated to assembling large numbers of clusters and racks, where water cooling for server systems may be required as part of the solution. With the increased demand for Supermicro products, a new facility was needed to ensure the timely delivery of large orders that contain the most advanced technology. In addition, the new Supermicro Rack Plug and Play program will require fast delivery of defined solutions that need to be tested as an entire unit, requiring an ample staging area. These systems achieve the highest level of server manufacturing integration and testing – L12. With dedicated floor space, the Rack Integration Services team can work on several multi-rack customers' systems simultaneously, increasing delivery throughput. By combining R&D, manufacturing, and solution engineering under one roof, delivery to customers is expedited, giving customers the advanced technology sooner to solve complex IT challenges.
Raymond James & Associates, Inc., Raymond James Virtual Technology Investors Conference 2021, Dec 06, 2021 through Dec 08, 2021
2021-09-16 22:54:00
Raymond James & Associates, Inc., Raymond James Virtual Technology Investors Conference 2021, Dec 06, 2021 through Dec 08, 2021.
Supermicro Introduces Rack Plug and Play Cloud Infrastructure with Free Remote Access Testing and Validation
2021-09-14 13:05:00
Super Micro Computer, Inc. announced a free remote access testing and validation program – JumpStart for the Supermicro Rack Plug and Play Cloud Infrastructure. The Supermicro Rack Plug and Play Cloud Infrastructure solution eliminates the burden of designing and deploying a custom in-house cloud solution with a preconfigured, pre-validated rack-level total configuration with the servers, software, storage, networking, and services for a world-class cloud infrastructure. With the Supermicro JumpStart program, users can execute remote access testing and validation for their workloads on the cloud solution before deployment. As more customers feel the burden of rising hosted cloud costs, many are looking to repatriate cloud workloads on lower-cost in-house infrastructure. Still, they want to avoid the requirement of building a custom in-house solution. Supermicro, in collaboration with RedHat and Intel, has introduced a turn-key solution that will allow customers to bring up a scalable cloud infrastructure in days instead of weeks or months. The base configuration can be purchased outright or can be leased for approximately $3,000 per month. The flat fee model eliminates unforeseen usage charges - the more they use it, the more they save. The Supermicro JumpStart configuration is an entry-level option from the complete portfolio of Supermicro Rack Plug and Play Cloud Infrastructure solutions that include additional performance, modularity, high capacity, and extreme designs. These turn-key solutions include the rack, cabling, power, and cooling infrastructure to simplify solution deployment at scale. It can support hundreds of instances and containers with up to a 70% better TCO than hosted cloud offerings.
Super Micro Computer, Inc. Expands Total Solution Portfolio by Offering Nutanix NX Platforms for Hybrid Multi-Cloud Solutions
2021-09-13 13:05:00
Super Micro Computer, Inc. is joining the Nutanix Elevate Partner Program. This expanded collaboration will further help customers deploy, manage and scale their infrastructure by delivering optimized application and hardware solutions to address the increasing market demand for hybrid multi-cloud solutions. The Nutanix Elevate Program for Resellers differs from traditional partner programs. It has a unique emphasis on partner capabilities and competencies to sell and support the Nutanix portfolio. As an enrolled participant, Supermicro gains sales engagement support and standardized pricing through the existing network of Nutanix distribution partners to enable Supermicro to sell Nutanix solutions to customers. The collaboration now expands beyond the portfolio of integrated products. For example, Supermicro is now authorized to resell the line of Nutanix NX appliances. These systems are based on the Supermicro X12 Ultra and BigTwin® platforms fueled by 3rd Gen Intel Xeon Scalable processors with built-in AI accelerators and optional all-flash NVMe storage, enabling customers to select the suitable systems needed for the performance and capabilities required for their workloads. With this new agreement, Supermicro can offer additional Nutanix technologies to its global customer base, enabling the adoption of hybrid multi-cloud environments. Customers will receive support directly from Nutanix's customer service organization. In addition, this extension of the partnership will allow the two companies to accelerate the procurement and deployment of Supermicro and Nutanix solutions long proven in the market. Many workloads in various industries will benefit from this partnership and the Nutanix solution, including analytics, VDI, Remote Office/Branch Office, databases, and mission-critical applications.
Supermicro Expands Portfolio of High-Performance Single-Processor Systems
2021-09-08 16:05:00
Super Micro Computer, Inc. announcing an expanded portfolio of single-processor systems based on the new Intel Xeon E-2300 and 3rd Gen Intel Xeon Scalable processors. These new systems support a wide range of applications in growing vertical markets. As a result, customers can optimize the exact configuration needed for their applications spanning entry-level servers for the intelligent edge to data center-class systems. With Intel Xeon E-2300 processors, the MicroBlade® and MicroCloud support applications that require a high-density computing infrastructure, including content streaming, EDA, interactive gaming, and bare-metal cloud instances. Enterprises can also benefit from rackmount systems based on this new processor family, with increased I/O and security features making these systems ideal for appliances and for security applications. New single-socket 3rd Gen Intel Xeon Scalable processor-based systems such as the 6U SuperBlade® are ideal for high-density multi-node applications. The Supermicro SuperServer E403 wall-mount edge server for telco environments leverages the higher core counts, greater memory capacity, and faster I/O required to deliver high performance at optimized price points.
Super Micro Computer, Inc. Presents at Jefferies 2021 Virtual Semiconductor, IT Hardware and Communications Infrastructure Summit, Sep-01-2021
2021-08-28 14:34:00
Super Micro Computer, Inc. Presents at Jefferies 2021 Virtual Semiconductor, IT Hardware and Communications Infrastructure Summit, Sep-01-2021 . Speakers: David E. Weigand, Senior VP, CFO, Company Secretary & Chief Compliance Officer.
Super Micro Computer, Inc. Presents at Citi 2021 Global Technology Virtual Conference, Sep-14-2021
2021-08-28 14:34:00
Super Micro Computer, Inc. Presents at Citi 2021 Global Technology Virtual Conference, Sep-14-2021 . Speakers: David E. Weigand, Senior VP, CFO, Company Secretary & Chief Compliance Officer.
Super Micro Computer, Inc. Presents at 22nd Credit Suisse Asian Technology Virtual Conference, Sep-08-2021
2021-08-24 18:15:00
Super Micro Computer, Inc. Presents at 22nd Credit Suisse Asian Technology Virtual Conference, Sep-08-2021 . Venue: Taipei, Taiwan. Speakers: David E. Weigand, Senior VP, CFO, Company Secretary & Chief Compliance Officer.
Super Micro Computer, Inc. Provides Earnings Guidance for the First Quarter Ending September 30, 2021 and Full Year Ending June 30, 2022
2021-08-10 20:05:00
Super Micro Computer, Inc. provided earnings guidance for the first quarter ending September 30, 2021 and full year ending June 30, 2022. The company expects net sales of $900 million to $980 million and GAAP net income per diluted share of $0.16 to $0.36. For the full year ending June 30, 2022, the company expects net sales of $4.1 billion to $4.5 billion and GAAP net income per diluted share of at least $2.60.
Tranche Update on Super Micro Computer, Inc. (NasdaqGS:SMCI)'s Equity Buyback Plan announced on February 2, 2021.
2021-08-10 00:00:00
From April 1, 2021 to June 30, 2021, the company has repurchased 236,171 shares, representing 0.47% for $9.34 million. With this, the company has completed the repurchase of 1,391,171 shares, representing 2.75% for $50.06 million under the buyback announced on February 2, 2021.
Qumulo Announces Strategic Relationship with Super Micro Computer, Inc. to Offer Customers More Flexibility and Choice with Cost-Efficient File Data Storage and Compute Solutions
2021-08-09 19:00:00
Qumulo announced a strategic relationship with Super Micro Computer, Inc. to offer customers more flexibility and choice with cost-efficient file data storage and compute solutions. To meet growing data center density and digital transformation needs, this global alliance expands Qumulo’s Server Q offerings. Customers can now take advantage of a new generation of all NVMe systems with multiple capacity options, available through Supermicro, while continuing to receive industry-leading, first-level support provided by the Qumulo Customer Success team. Qumulo’s software offers a flexible foundation that creates deployment options on-premises, in the cloud, and at the edge, via a wide selection of powerful partner hardware platforms. Their software-only approach gives customers the freedom to store, manage, and use their unstructured data everywhere they need it. Through Qumulo’s all-inclusive software subscription, customers get every feature and embedded data service in a unified platform to help manage the voluminous growth of data.
Supermicro Debuts New Top-Loading and Simply Double Storage Systems with 3rd Generation Intel Xeon Processors, PCI-E 4.0 with NVMe Cache for High-Capacity Cloud-Scale Storage
2021-07-27 13:05:00
Super Micro Computer, Inc. announced new versions of its market-proven top-loading storage solutions with 60-bay and 90-bay systems along with new Simply Double storage systems fully optimized for the latest 3rd Gen Intel Xeon Scalable processors and PCI-E 4.0 NVMe drives. These best-in-class high-capacity storage and expansion systems are ideal for cloud-scale storage implementations as well as HPC storage workloads. Supermicro's new top-loading architecture delivers improved flexibility, modularity, and serviceability that customers require. Both 60-bay and 90-bay systems are available in single-node, dual-node, and dual-node high availability (HA) configurations. The dual-node HA and single-node configurations control access to all drives in the systems. The dual-node configuration evenly split the drive control access between each node. With a modular, tool-less design, all critical onboard systems – hot-swap server nodes, expanders, fan modules, power supplies, and drives – are fully optimized for easy serviceability by one technician. Supermicro's new high-capacity top-loading systems are optimized for enterprise and cloud-scale storage environments. This scale-up and scale-out architectures design offers customers the configuration options of PCI-E 4.0-based RAID or IT mode SAS controller. These 4U systems feature 60 or 90 hot-swap 2.5" or 3.5" SAS3/SATA3 bays plus two onboard PCI-E M.2 slots and two internal slim SATA SSD slots. The single-node system also supports two rear hot-swap 2.5" bays for OS mirroring and four optional NVMe U.2 bays for fast caching. The system supports 1.6 petabytes of cost-optimized storage at the maximum configuration, plus up to 60TB of SSD flash via the rear-accessed NVMe. The single- and dual-node systems use 3rd Gen Intel Xeon Scalable processors in a dual-socket configuration with 16 DIMM slots per server node. Supermicro's Simply Double storage server is an solution for content delivery. Today's announcement introduces performance and serviceability enhancements to the overall design to support 3rd Gen Intel Xeon Scalable processors in a dual-socket configuration with 16 DIMMs while maintaining the same dense storage footprint. Up to four rear hot-swap U.2 NVMe bays are supported, allowing users to add flash without sacrificing any of the 24 SAS/SATA 3.5" storage bays. Innovative chassis design enhances airflow and streamlines system service accessibility to components such as the motherboard, CPU, memory, PCI-E slots, internal drive bays, and rear drive bays. Along with these mechanical improvements, the system can be configured with the options of PCI-E 4.0-based RAID or IT mode SAS controller.
Super Micro Computer, Inc. to Report Q4, 2021 Results on Aug 10, 2021
2021-07-26 13:05:00
Super Micro Computer, Inc. announced that they will report Q4, 2021 results After-Market on Aug 10, 2021
Super Micro Computer, Inc., Q4 2021 Earnings Call, Aug 10, 2021
2021-07-26 13:05:00
Super Micro Computer, Inc., Q4 2021 Earnings Call, Aug 10, 2021
Super Micro Computer, Inc. Presents at Supermicro Open Storage Summit 2021, Jul-27-2021
2021-07-15 14:16:00
Super Micro Computer, Inc. Presents at Supermicro Open Storage Summit 2021, Jul-27-2021 . Speakers: Alan Johnson, Director of Emerging Technologies, Alvin Chu, Sr. Director of Storage and AI Technologies Solutions, Charles Liang, Founder, Chairman of the Board, President & CEO, Damien Zhao, Product Manager, Jerry Dien, Director of Server Products, Josh Grossman, Product Manager, Max Chung, Sr. Solution Manager, Michael Ocampo, Product Manager, Mike Scriber, Sr. Director Server Solution Management, Paul McLeod, Product Director, Randy Kreiser, Storage Specialist/FAE, Sherry Lin, Solution Product Manager, William Li, Sr. Product Manager.
Super Micro Computer, Inc., Supermicro Open Storage Summit 2021, Jul 27, 2021 through Jul 29, 2021
2021-07-15 13:05:00
Super Micro Computer, Inc., Supermicro Open Storage Summit 2021, Jul 27, 2021 through Jul 29, 2021.
Super Micro Computer, Inc., Supermicro Open Storage Summit 2021, Jul 27, 2021 through Jul 29, 2021
2021-07-15 13:05:00
Super Micro Computer, Inc., Supermicro Open Storage Summit 2021, Jul 27, 2021 through Jul 29, 2021.
Super Micro Computer, Inc. Enters into Fourth Amendment to Loan and Security Agreement
2021-06-29 21:22:00
On June 28, 2021, Super Micro Computer, Inc., a Delaware corporation (the “Company”), entered into the Fourth Amendment to the Loan and Security Agreement (the “Fourth Amendment”), which further amends the Loan and Security Agreement dated as of April 19, 2018 (as amended, restated, amended or restated, extended, supplemented, or otherwise modified from time to time, the “Loan Agreement”), among the Company, Super Micro Computer B.V., a private limited liability company formed under the laws of the Netherlands (together with the Company, individually, a “Borrower” and collectively, the “Borrowers”), the financial institutions party to the Loan Agreement from time to time as Lenders and Bank of America, N.A., as administrative agent for the Lenders. Capitalized terms used herein but not otherwise defined have the meanings ascribed to them in the Loan Agreement. The Fourth Amendment amends the Loan Agreement to, among other things: a. reduce the size of the facility from 250 million to 200 million; b. extend the maturity date from June 30, 2021 to June 28, 2026; c. reduce the interest rate applicable to the facility from LIBOR plus 2.00% or 3.00% per annum (depending upon amount drawn under the facility) to LIBOR plus 1.375% or 1.625% per annum (depending upon amount drawn under the facility), and reduce minimum LIBOR from 1% to zero for purposes of determining interest rates; d. reduce the unused line fee from 0.375% per annum to 0.2% or 0.3% per annum (depending upon amount drawn under the facility); e. increase the maximum amount that the Company can request the facility be increased (the accordion feature) from 100 million to 150 million; f. permit liens on certain real estate financings that are secured solely by such real estate and related property; g. eliminate the debt to EBITDA test with respect to certain debt permitted to be incurred by subsidiaries that are not borrowers or guarantors under the Loan Agreement; h. reduce favorably various minimum threshold conditions related to the springing fixed charge coverage ratio financial covenant and cash dominion provision; i. reduce the availability requirements with respect to the fixed charge coverage ratio financial covenant and the dominion of funds covenant; j. modify the payment conditions the Company must satisfy to make acquisitions, capital contributions, certain loans or dividends and other distributions, as well as repay indebtedness, by reducing the availability requirements thereof; k. modify certain reporting requirements and provisions relating to field exams and appraisals; and l. add and update provisions relating to erroneous payments and LIBOR replacement mechanics.
Super Micro Computer, Inc. Boosts Performance for HPC and AI Applications with Optimized Servers Featuring NVIDIA A100 80GB PCIe GPUs
2021-06-28 13:05:00
Super Micro Computer, Inc. announced wide range of Supermicro servers will support the latest NVIDIA technologies. Both 3rd Gen Intel Xeon Scalable processors or 3rd Gen AMD EPYC™ processor-based servers will be available that incorporate the new NVIDIA® A100 80GB PCIe Tensor Core GPUs. With these new technologies, Supermicro systems will speed up HPC simulations and analytics applications. Moreover, AI applications, including training, inference, and recommendation engines, will run faster than previous generations of systems. Supermicro servers, designed with a Building Block Solutions® approach, give Supermicro a first to market advantage when incorporating new technologies. State-of-the-art accelerated computing options can be quickly integrated and tested, bringing faster and more powerful systems to demanding customers quicker than other vendors. The new NVIDIA A100 PCIe 80GB GPU will enable faster execution of AI and HPC applications, as bigger models can be stored in the GPU memory. In addition, future systems will include networking between high-performance servers with current and future InfiniBand capabilities. The GPU SuperServer SYS-420GP-TNR with dual 3rd Gen Intel Xeon Scalable processors supports up to ten single or double width GPUs, including the new NVIDIA A100 80GB PCIe GPUs. Also, the AS -4124GS-TNR server contains dual AMD EPYC 7003 processors with up to eight single or double width GPUs, with the new NVIDIA A100 80GB PCIe GPUs. These new 80GB GPUs from NVIDIA will enable more extensive data sets to be held in memory, accelerating computationally-intensive HPC and AI applications. Multiple NVIDIA A100 80GB PCIe devices can be installed in a range of Supermicro systems, allowing for flexible AI computing. By implementing NVIDIA's Multi-Instance GPU (MIG) technology, organizations can guarantee a high quality of service for single applications and as a service for multiple users concurrently. In addition, with the larger memory available, data will not have to be moved between CPU memory and GPU memory, allowing for higher GPU utilization. Leveraging NVIDIA NDR 400Gb/s InfiniBand technology with In-Networking Computing, networking tasks are offloaded, enabling a dramatic leap in performance is enabled, which is required for HPC, AI, and hyperscale cloud infrastructures. The new networking performance will allow applications designed to run on multiple systems, such as the Supermicro SuperBlade and BigTwin® servers, to produce results faster, enabling new insights into complex problems. Integrated systems combining industry-leading cards, cables, and switches on a complex HPC application will soon be able to share data and communicate twice as fast as before. Customers worldwide use Supermicro systems powered by NVIDIA GPUs to tackle some of the world's most challenging problems. For example, SZTAKI, the Institute for Computer Science and Control, uses NVIDIA HGX™ A100-powered servers to perform AI research in medical processing, machine learning, and language processing.
Fundamental Summary
At a high level, the metrics from Super Micro's Q1 financial report release were demonstrably positive. Their growth and value factors indicate a well-executed and balanced strategy, which is generating exciting growth. There should be significant upside potential for the stock looking forward. Therefore, they earned a total score of 81 out of 100 and a BUY recommendation.
Super Micro reported earnings results for the third quarter and nine months ended March 31, 2022. For the third quarter, the company reported sales was USD 1,355.49 million compared to USD 895.88 million a year ago. Net income was USD 76.97 million compared to USD 18.43 million a year ago. Basic earnings per share from continuing operations was USD 1.49 compared to USD 0.36 a year ago. Diluted earnings per share from continuing operations was USD 1.43 compared to USD 0.35 a year ago.For the nine months, sales was USD 3,560.64 million compared to USD 2,488.44 million a year ago. Net income was USD 144.34 million compared to USD 72.7 million a year ago. Basic earnings per share from continuing operations was USD 2.82 compared to USD 1.41 a year ago. Diluted earnings per share from continuing operations was USD 2.7 compared to USD 1.35 a year ago.
Business Description
Super Micro, together with its subsidiaries, develops and manufactures high-performance server and storage solutions based on modular and open architecture. Its solutions range from complete server, storage, modular blade servers, blades, workstations, full racks, networking devices, server management software, and server sub-systems, as well as support and services. The company also provides application-optimized server solutions, including rackmount and blade servers, storage systems, and subsystems and accessories; and server software management solutions, such as Server Management Suite, including Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, and SuperDoctor 5. In addition, it offers server subsystems and accessories comprising server boards, chassis, power supplies, and other accessories. Further, the company provides server and storage system integration, configuration, and software upgrade and update services; and technical documentation services, as well as identifies service requirements, creates and executes project plans, and conducts verification testing and training services. Additionally, it offers help desk and on-site product support services for its server and storage systems; and customer support services, including ongoing maintenance and technical support for its products. The company provides its products to enterprise data centers, cloud computing, artificial intelligence, and 5G and edge computing markets. It sells its products through direct sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. The company primarily operates in the United States, Europe, Asia, and internationally. Super Micro was incorporated in 1993 and is headquartered in San Jose, California.
Sector Overview
Super Micro is included in the Technology Hardware, Storage & Peripherals according to GICS (global industry classification standard). The Technology Hardware, Storage & Peripherals industry is part of the Information Technology sector. It includes manufacturers of mobile phones, PCs, servers, electronic computer components and peripherals. Super Micro's industry and sector affiliation are expected to negatively affect their likelihood to overperform the market in the upcoming period, as other sectors appear more likely to benefit from the macroeconomic environment we see now.
Fundamental Highlights
| Parameter | Value | Change | Score | |
|---|---|---|---|---|
| Return on Equity | 15.8 | 42.0% | 95 | |
| Net Cashflow | 69.5 | 200.9% | 51 | |
| Capital Expenditure | -47.5 | 14.6% | 90 | |
| Asset Turnover | 1.8 | 0.1% | 68 | |
| Free Cashflow | -7.8 | -30.6% | 51 |
* All values are TTM
The below chart reflects Super Micro's birds-eye view on its performance with respect to its peers, the company's fillings as reported or to a similar industry, market cap, and country of origin. While Super Micro's peer average final assessment score stands on 67.0, Super Micro's score is 81.
- SMCI
- Peers average
Technical Analysis
When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Super Micro's stock is now priced above its 5-day and 200-day, but below its 50-day moving average, while its MACD (moving average convergence divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the near and long-term. In particular, many institutional investors keep close watch of the 200-day moving average. Meanwhile, looking at the Stochastic Oscillator and RSI (relative strength index), Super Micro's stock indicates that it's likely oversold. Overall, these technical indicators don't clearly signal directional momentum. Therefore, this stock received a cumulative TA (technical analysis) score of 68.
5D MA
43.21
50D MA
47.62
200D MA
42.09
MACD
-1.75
RSI
26.34
STOCH
11.21
Balance Sheet Analysis
Two metrics jump up as the most significant positive drivers of the balance sheet strength in Super Micro's recent report: Equity and Book Value Factors. Super Micro did a great job related to equity this period, which stood at 1273.7, representing a 7.3% change. This parameter often affects companies in the same industry and market capitalization by up to 4.3%. This performance is significantly more impressive than its peers and competitors. The company's equity movement component, therefore, received a grade of 93. Also, Super Micro's price to book ratio (P/B) was reported as 2.0 and represents 6.2% change from the previous report. These book value factor numbers show that management has been prudent in focusing on efficient growth. We believe the stock price has room to grow to reflect its intrinsic value accurately. Consequently, their book value factors movement received a grade of 90. That said, one metric, Assets, stood out as particularly concerning. Super Micro assets metrics were reported as 3071.2, representing a 14.7% change from the last filing. The lack of good news about assets momentum should be a cause for concern and is often met with downward pressure on the company's stock price. Therefore, their asset component earned a score of 62. Similarly, because its management is doing an excellent job managing these critical metrics, the balance sheet was given a score of 93.
| Parameter | Value | Change | Score |
|---|---|---|---|
| Assets | 3,071.2 | 14.7% | 62 |
| Liabilities | 1,797.3 | 20.6% | 89 |
| Price to Book | 2.0 | 6.2% | 90 |
| Cash & Equivalents | 247.4 | 0.0% | 70 |
| Equity | 1,273.7 | 7.3% | 93 |
The below chart describes Super Micro's performance as reflected on its balance sheet with respect to its peers. While Super Micro received a balance sheet score of 93, the average of its peers stands on 71.0.
- SMCI
- Peers average
| Name | Market Cap | Liabilities Movement | Asset Change | Equity/Intangibles Adjustments | Cash & Equivalents | Book Value Momentum | Balance Sheet | mc_sort | Hidden |
|---|---|---|---|---|---|---|---|---|---|
| Apple Inc. | 2.3T | 50 | 80 | 60 | 46 | 56 | 53 | 0 | 1 |
| Seagate Technology Holdings plc | 15.9B | 60 | 80 | 58 | 46 | 52 | 56 | 1 | 1 |
| Western Digital Corporation | 14.9B | 60 | 77 | 55 | 68 | 62 | 59 | 2 | 1 |
| NetApp, Inc. | 14.9B | 78 | 67 | 60 | 67 | 52 | 62 | 3 | 1 |
| Xerox Holdings Corporation | 2.5B | 67 | 77 | 60 | 58 | 56 | 62 | 4 | 1 |
| Corsair Gaming, Inc. | 1.4B | 50 | 72 | 64 | 38 | 63 | 52 | 5 | 1 |
| Stratasys Ltd. | 1.3B | 58 | 81 | 47 | 88 | 54 | 57 | 6 | 1 |
| Avid Technology, Inc. | 1.2B | 52 | 82 | 43 | 45 | 59 | 49 | 7 | 1 |
| Dell Technologies Inc. | 37.2B | 56 | 80 | 57 | 44 | 55 | 54 | 8 | 1 |
| HP Inc. | 36.5B | 71 | 73 | 97 | 91 | 92 | 95 | 9 | 1 |
| Hewlett Packard Enterprise Company | 18.4B | 52 | 78 | 73 | 46 | 67 | 63 | 10 | 1 |
| Pure Storage, Inc. | 8.0B | 42 | 82 | 62 | 66 | 57 | 55 | 11 | 1 |
| 3D Systems Corporation | 1.3B | 57 | 80 | 46 | 38 | 45 | 45 | 12 | 1 |
| IonQ, Inc. | 957.0M | 38 | 74 | 53 | 37 | 49 | 37 | 13 | 1 |
| Nano Dimension Ltd. | 834.0M | 96 | 85 | 59 | 48 | 60 | 82 | 14 | 1 |
| Canaan Inc. | 600.4M | 76 | 62 | 88 | 67 | 83 | 81 | 15 | 1 |
| CompoSecure, Inc. | 441.4M | 58 | 64 | 66 | 44 | 82 | 59 | 16 | 1 |
| Eastman Kodak Company | 419.9M | 67 | 70 | 55 | 53 | 66 | 58 | 17 | 1 |
| Coolpad Group Limited | 275.6M | 48 | 86 | 47 | 63 | 45 | 53 | 18 | 1 |
| Turtle Beach Corporation | 227.4M | 39 | 80 | 69 | 86 | 67 | 67 | 19 | 1 |
| Diebold Nixdorf, Incorporated | 190.3M | 65 | 83 | 43 | 40 | 56 | 54 | 20 | 1 |
Income Statement Analysis
EBITDA and Return Factors stand out as the most significant drivers of Super Micro's income statement's strength. Super Micro's management was effective in improving its EBIDTA, which now sits at 250.1 and represents a 43.9% change from the last reporting period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 13.2%. Their EBITDA metrics are even more impressive relative to their peers and competitors, and its likely the stock price has room to grow to reflect its intrinsic value accurately. The company's EBITDA movement, therefore, received a grade of 95. Also, Return factors metrics and ratios were exceptional in this report. Super Micro reported a return on equity (ROE) ratio of 15.8, representing a change of 42.0% from the last report. Its return factor metrics are even more remarkable when compared to their peers. Therefore, its return factors component earned a score of 95. That said, one metric, Revenue Efficiency, stood out as particularly concerning. Super Micro reported discouraging numbers for its revenue efficiency. As of the current filing, they were reported as 4629.6 and represented 11.0% change from the previous period. This metric might have a 18.5 percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency does not make a compelling case for upward pressure on the company's stock price. Consequently, their revenue efficiency received a grade of 43. Therefore, it received a score of 69.
| Parameter | Value | Change | Score |
|---|---|---|---|
| EBITDA | 250.1 | 43.9% | 95 |
| Total Revenues | 4,629.6 | 11.0% | 43 |
| Return on Equity | 15.8 | 42.0% | 95 |
The below chart describes Super Micro's performance as reflected on its income statement with respect to its peers. While Super Micro received a income statement score of 69 , the average of its peers stands on 64.0.
- SMCI
- Peers average
| Name | Market Cap | Revenue Momentum | Earning Movement | Return Factors Momentum | Income Statement | mc_sort | Hidden |
|---|---|---|---|---|---|---|---|
| Apple Inc. | 2.3T | 76 | 67 | 79 | 74 | 0 | 1 |
| Seagate Technology Holdings plc | 15.9B | 83 | 69 | 90 | 79 | 1 | 1 |
| Western Digital Corporation | 14.9B | 80 | 83 | 71 | 82 | 2 | 1 |
| NetApp, Inc. | 14.9B | 76 | 63 | 52 | 70 | 3 | 1 |
| Xerox Holdings Corporation | 2.5B | 88 | 46 | 45 | 69 | 4 | 1 |
| Corsair Gaming, Inc. | 1.4B | 97 | 41 | 39 | 71 | 5 | 1 |
| Stratasys Ltd. | 1.3B | 61 | 48 | 81 | 58 | 6 | 1 |
| Avid Technology, Inc. | 1.2B | 79 | 68 | 69 | 75 | 7 | 1 |
| Dell Technologies Inc. | 37.2B | 68 | 65 | 82 | 69 | 8 | 1 |
| HP Inc. | 36.5B | 81 | 61 | 64 | 73 | 9 | 1 |
| Hewlett Packard Enterprise Company | 18.4B | 85 | 56 | 61 | 73 | 10 | 1 |
| Pure Storage, Inc. | 8.0B | 46 | 97 | 96 | 71 | 11 | 1 |
| 3D Systems Corporation | 1.3B | 91 | 38 | 42 | 67 | 12 | 1 |
| IonQ, Inc. | 957.0M | 37 | 47 | 61 | 43 | 13 | 1 |
| Nano Dimension Ltd. | 834.0M | 37 | 46 | 73 | 45 | 14 | 1 |
| Canaan Inc. | 600.4M | 38 | 93 | 77 | 64 | 15 | 1 |
| CompoSecure, Inc. | 441.4M | 51 | 69 | 53 | 58 | 16 | 1 |
| Eastman Kodak Company | 419.9M | 75 | 61 | 49 | 68 | 17 | 1 |
| Coolpad Group Limited | 275.6M | 98 | 58 | 63 | 80 | 18 | 1 |
| Turtle Beach Corporation | 227.4M | 96 | 41 | 42 | 69 | 19 | 1 |
| Diebold Nixdorf, Incorporated | 190.3M | 92 | 42 | 73 | 72 | 20 | 1 |
Cash Flow Analysis
Super Micro appears likely to maintain its strong cash flow metrics and momentum going forward. Super Micro's published capital expenditures (CapEx) numbers were encouraging and reflected management's balanced change strategy. Super Micro recorded CapEx of -47.5, which represents 14.6% change from the previous report. This performance is all the more impressive relative to their peers and competitors. Therefore, its CapEx movement component earned a score of 90. Also, Super Micro's published asset turnover numbers were encouraging and reflected management's balanced change strategy. Super Micro recorded asset turnover of 1.8, which represents a 0.1% change from the previous report. This metric might have a 10.7 percent impact on companies in the same industry and with the same market capitalization. Their asset turnover numbers are significantly more impressive when contrasted against their peers and competitors. Therefore, its asset turnover movement earned a score of 68. On the other hand, Net Cash Flow, jumped out as looking problematic. Super Micro's net cash flow metrics were 69.5 according to their current filing, which represents a 200.9% change from the previous report. As demonstrated by these concerning net cash flow metrics, their priorities seem to be headed in the wrong direction. Its net cash flow, therefore, received a grade of 51. Consequently, the company's cash flow earned a score of 62.
| Parameter | Value | Change | Score |
|---|---|---|---|
| Net Cashflow | 69.5 | 200.9% | 51 |
| Capital Expenditure | -47.5 | 14.6% | 90 |
| Asset Turnover | 1.8 | 0.1% | 68 |
| Free Cashflow | -7.8 | -30.6% | 51 |
The below chart describes Super Micro's performance as reflected on its cash flow with respect to its peers. While Super Micro received a cash flow score of 62, the average of its peers stands on 66.0.
- SMCI
- Peers average
| Name | Market Cap | Cashflow Momentum | Free Cashflow Growth | Capital Expenditure Growth | Assets Factors Momentum | Cash Flow | mc_sort | Hidden |
|---|---|---|---|---|---|---|---|---|
| Apple Inc. | 2.3T | 76 | 75 | 68 | 91 | 84 | 0 | 1 |
| Seagate Technology Holdings plc | 15.9B | 64 | 77 | 76 | 79 | 76 | 1 | 1 |
| Western Digital Corporation | 14.9B | 65 | 82 | 54 | 70 | 70 | 2 | 1 |
| NetApp, Inc. | 14.9B | 77 | 58 | 37 | 53 | 55 | 3 | 1 |
| Xerox Holdings Corporation | 2.5B | 59 | 64 | 77 | 75 | 69 | 4 | 1 |
| Corsair Gaming, Inc. | 1.4B | 50 | 37 | 48 | 46 | 40 | 5 | 1 |
| Stratasys Ltd. | 1.3B | 83 | 37 | 77 | 51 | 55 | 6 | 1 |
| Avid Technology, Inc. | 1.2B | 58 | 59 | 45 | 94 | 74 | 7 | 1 |
| Dell Technologies Inc. | 37.2B | 68 | 50 | 68 | 85 | 72 | 8 | 1 |
| HP Inc. | 36.5B | 56 | 59 | 60 | 59 | 57 | 9 | 1 |
| Hewlett Packard Enterprise Company | 18.4B | 77 | 52 | 62 | 71 | 66 | 10 | 1 |
| Pure Storage, Inc. | 8.0B | 94 | 91 | 64 | 97 | 95 | 11 | 1 |
| 3D Systems Corporation | 1.3B | 58 | 40 | 61 | 65 | 55 | 12 | 1 |
| IonQ, Inc. | 957.0M | 69 | 66 | 54 | 98 | 82 | 13 | 1 |
| Nano Dimension Ltd. | 834.0M | 69 | 70 | 74 | 55 | 70 | 14 | 1 |
| Canaan Inc. | 600.4M | 67 | 69 | 73 | 46 | 57 | 15 | 1 |
| CompoSecure, Inc. | 441.4M | 77 | 76 | 46 | 48 | 58 | 16 | 1 |
| Eastman Kodak Company | 419.9M | 84 | 50 | 50 | 54 | 57 | 17 | 1 |
| Coolpad Group Limited | 275.6M | 59 | 74 | 79 | 43 | 58 | 18 | 1 |
| Turtle Beach Corporation | 227.4M | 87 | 38 | 87 | 51 | 60 | 19 | 1 |
| Diebold Nixdorf, Incorporated | 190.3M | 38 | 38 | 59 | 72 | 53 | 20 | 1 |
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