Supermicro's unaudited business update reports $60B in new orders and 15%-17% gross margin guidance, but a history of scandals could make it risky.
Supermicro reported $60B backlog and 15-17% gross margin guidance, but co-founder Liaw faces indictment for diverting $2.5B in Nvidia GPUs to China. Export-control probes threaten backlog-to-revenue conversion and customer order security, forcing IT teams to diversify GPU supply and audit compliance budgets.
Super Micro Computer, Inc.
(NASDAQ:SMCI) has already given the market a preview of its upcoming earnings report, set to be released on Tuesday after market close.
The company’s July 21 business update disclosed more than $60 billion in new orders and lifted gross margin guidance to 15%-17%, nearly double the prior 8.2%-8.4% outlook.
SMCI shares jumped as much as 24% on the news.
SMCI stock is moving ahead of earnings.
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