negative
6 days agoSuper Micro Computer warns on AI-server delivery delays, misses quarterly earnings
Super Micro Computer reported quarterly earnings below market expectations and said shipment timing for key AI-server orders has been delayed, which pushed some projected revenue into later quarters. The company cited supply-chain adjustments and large-scale customer design-wins stretching into 2026. Shares fell after hours following the guidance shift. Analysts said the results underscore how timing of large hyperscaler orders can create volatility for server vendors even in a strong overall AI demand environment. Super Micro reaffirmed its long-term growth thesis but emphasised near-term caution.
Reuters• By Harsh Ranjan
Explore:High Return Equity Mutual Fund
negative
6 days agoSuper Micro Computer warns on AI-server delivery delays, misses quarterly earnings
Super Micro Computer reported quarterly earnings below market expectations and said shipment timing for key AI-server orders has been delayed, which pushed some projected revenue into later quarters. The company cited supply-chain adjustments and large-scale customer design-wins stretching into 2026. Shares fell after hours following the guidance shift. Analysts said the results underscore how timing of large hyperscaler orders can create volatility for server vendors even in a strong overall AI demand environment. Super Micro reaffirmed its long-term growth thesis but emphasised near-term caution.
Reuters• By Harsh Ranjan
Explore:High Return Equity Mutual Fund
7 days ago
1 min read
84 words
Super Micro Computer missed earnings and flagged AI-server delivery delays, highlighting timing risk in hardware supply chains despite strong demand.
Super Micro Computer reported quarterly earnings below market expectations and said shipment timing for key AI-server orders has been delayed, which pushed some projected revenue into later quarters. The company cited supply-chain adjustments and large-scale customer design-wins stretching into 2026. Shares fell after hours following the guidance shift. Analysts said the results underscore how timing of large hyperscaler orders can create volatility for server vendors even in a strong overall AI demand environment. Super Micro reaffirmed its long-term growth thesis but emphasised near-term caution.
Super Micro Computer reported quarterly earnings below market expectations and said shipment timing for key AI-server orders has been delayed, which pushed some projected revenue into later quarters. The company cited supply-chain adjustments and large-scale customer design-wins stretching into 2026. Shares fell after hours following the guidance shift. Analysts said the results underscore how timing of large hyperscaler orders can create volatility for server vendors even in a strong overall AI demand environment. Super Micro reaffirmed its long-term growth thesis but emphasised near-term caution.
Tags:
ai
servers
ai
servers
technology
earnings
supply_chain
Nov 5, 2025 • 07:02 IST