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Super Micro Lowers Revenue Outlook, Citing Tariffs and Delayed AI Server Orders

The company revised its Q4 and fiscal 2025 forecasts downward, with shares falling over 5% following the announcement.

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(Supermicro)
Manufacturing, office and warehouse building totaling 333,400 square feet containing Super Micro Computer operations located at 550 East Brokaw Road in San Jose, concept. 
(ARC TEC)

Overview

  • Super Micro Computer forecasts Q4 revenue between $5.6 billion and $6.4 billion, below analysts' expectations of $6.82 billion.
  • Fiscal 2025 revenue guidance was cut to $21.8 billion–$22.6 billion, down from the prior $23.5 billion–$25 billion range.
  • CEO Charles Liang attributed the weaker outlook to economic uncertainty, tariff impacts, and delayed customer orders for next-generation AI servers.
  • Despite short-term challenges, management remains optimistic about meeting its long-term $40 billion fiscal 2026 revenue target.
  • An independent committee cleared the company’s senior management of past accounting allegations, and Nasdaq compliance has been restored.