Supermicro FY2024 Financial Overview
CEO TAKEAWAYS
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Q2 FY24 Revenue
Q2 FY24 revenue: $3.66B, +103% YoY and +73% QoQ
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Continued record demand for Al systems at rack scale - NVIDIA H100/A100/L40S, Intel Gaudi 2/PVC, AMD MI200/250
Key component supply gradually improved throughout the quarter
Continued development with NVIDIA GH200 Grace Hopper TM and Grace TM Superchips enabling first to market position
Next Gen Al designs for NVIDIA H200/B100, AMD MI300X, and Intel Gaudi3
5th Gen Intel® Xeon® Processors Complete Family of X13 Servers are shipping
Released several AMD Solutions, including H13 WIO Edge Series
Released E1.S/E3.S All-Flash Storage Solutions and E3.S CXL Memory Module Expansion Solutions for all flash vendors
Executing on Our Strategy
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Total IT Rack Solutions are being released for emerging CPU/GPU/DPU offerings using Building Block Architecture
Advanced our single source Liquid-Cooling infrastructure solutions, supporting Data Center, Racks, and Management
Economies of scale and operational efficiencies expected with ongoing expansion in San Jose, Taiwan, and Malaysia
Q3 FY24 revenue guidance: $3.7B to $4.1B, 188% to 219% YoY growth
FY24 revenue guidance: $14.3B to $14.7B, 101% to 106% YoY growth
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Better Faster Greener TM 2024 Supermicro
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