Super Micro Computer (SUPX) 2025: Can the AI‑Server Pure‑Play Keep Its Edge?
Review of SUPX Performance in 2025 Financial results Super Micro Computer’s fiscal‑2025 (year ended June 30 2025) marked another year of explosive growth but also revealed some strains. Net sales for the full year jumped to $22 billion—almost triple revenue in FY‑2023. Fourth‑quarter revenue came in at $5.8 billion, missing analysts’ $5.88 billion estimate and reflecting slower hyperscale demand. Quarterly net income dropped to $195 million and diluted EPS $0.31, while full‑year net income reached $1.0 billion and EPS $1.68 ir.supermicro.com. The company’s gross margin narrowed to 9.5 % (from 10.2 % a year earlier) amid tariff‑related costs and price competition morningstar.com. Cash flow from operations totaled $864 million in Q4,