Better Faster Greener™ 2023 Supermicro
CEO TAKEAWAYS
Q3 FY23 Revenue
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Q3 FY23 revenue: $1.28B, -5% YoY and -29% QoQ
Key new component shortages for next generation products delayed shipments
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Record demand for Al related systems at rack scale
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Officially launched Supermicro systems on the X13, H13, and H100 platform
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Expanded Al offerings with Liquid-Cooled Al Dev Platform wins, NAB product of the year
Executing on Our Strategy
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Total IT Solution Racks available for released CPU/GPU/DPU offerings using Building Block Architecture
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Green Computing: Advancing Liquid Cooled on Rack Scale systems exiting Betas
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Software engineering continues to scale with increasing software and security content
Operational expansion continues with Taiwan production rising, Malaysia under development
Q4 FY23 revenue guidance: $1.7B to $1.9B, 4% to 16% YoY growth
FY23 revenue guidance: $6.6B to $6.8B, 27% to 31% YoY growth
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Better Faster Greener ™
2023 Supermicro
SUPERMICRView entire presentation