Super Micro Computer Inc (SMCI) Q4 2024 Earnings Report

In Q4 2024, Super Micro Computer Inc achieved a significant revenue milestone of $5.31 billion, reflecting an impressive 143% year-over-year growth driven by a robust demand for AI infrastructure solutions. This quarter also marks the company's continued leadership in the direct liquid cooling (DLC) technology segment, underscoring its strategic positioning in the growing AI market. Despite challenges including component shortages that delayed $800 million in shipments, management forecasts strong revenue growth for fiscal year 2025, projecting total revenue between $26 billion to $30 billion. The company also anticipates an easing of short-term margin pressures, primarily related to upfront costs associated with ramping production of DLC systems, which are expected to generate higher margins as production stabilizes.