Supermicro Fiscal Q1: “Conservative” Guide

Supermicro beat this quarter and raised for next quarter. The fiscal year was raised, as well. By far, the most important question on the call was if management was being conservative in their fiscal year guide OR are there challenges ahead for the March and June quarter? Management provided a straightforward answer that Q4 and the fiscal year guides are conservative, implying that we have chance for a beat again in the near-term. I’ve included this part of the transcript below

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