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DigiTimes
Supermicro posts $10.2B in Q3 revenue, missing own guidance by $2B as working capital swings drive $6.6B cash outflow
Supermicro disclosed its fiscal Q3 revenue at $10.24 billion, marking a remarkable year-over-year growth of 123%. However, this figure is notably below the company's forecast of $12.3 billion and the analyst consensus of $12.33 billion. Contributing to this disappointing performance, Supermicro reported a staggering $6.6 billion cash outflow, attributed to changes in working capital. This significant cash drain raises concerns about the company's liquidity and operational efficiency in the sector.
MonitorConfidence: HighShort term horizonReputational risk: High
Published 6 May 2026, 00:20 UTC1 min read
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Summary
TL;DR
- Q3 revenue reached $10.24 billion, a 123% increase year-over-year
- Revenue decreased by 19% sequentially
- Reported $6.6 billion cash outflow attributed to working capital adjustments
- Revenue fell short of both guidance and analyst estimates
- Operational challenges highlighted by management in the earnings report
Interesting facts
- Despite missing revenue guidance, the year-over-year growth remains impressive at 123%
- The sequential revenue decline of 19% indicates potential fluctuations in demand or operational challenges