Super Micro FQ4: Strong DLC Commentary, what it Means for Nvidia’s Blackwell

Super Micro beat Q4 revenue only marginally by $10 million, yet the Q1 and full year fiscal 2025 revenue outlook came in far ahead of estimates. Fiscal Q1 guide beat consensus by more than $1 billion with management guiding between $6 billion and $7 billion for next quarter, compared to consensus of $5.45 billion. This will represent record revenue growth of 207% at the midpoint. The previous highest growth rate was 200.7% two quarters back. We’ve called Supermicro the AI bullet train, and it’s quite clear that train is still in motion.

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