SMCI · Q2 FY25 · Oct 1 – Dec 31, 2024
Supermicro Q2 FY25: where the revenue came from and where it went
Supermicro Q2 FY25: revenue $5.7B (+55% year over year). Net profit $0.3B. Largest cohort Server and Storage Systems $5.5B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Oct 1 – Dec 31, 2024
- Reported
- Feb 25, 2025
Tap the diagram to enlarge · figures in billions of dollars
Revenue$5.7B
+55% year over year
Gross profit$0.7B
12% margin
Operating profit$0.4B
6% margin
Net profit$0.3B
6% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 5.7 | 100% | +55% |
| Server and Storage Systems | 5.5 | 96% | +60% |
| Subsystems and Accessories | 0.2 | 4% | −17% |
| Cost of revenue | −5 | 88% | |
| Gross profit | 0.7 | 12% margin | −4pp |
| Research & development | −0.1 | 3% | +0pp |
| Sales & marketing | −0.1 | 1% | +0pp |
| G&A | −0.1 | 1% | +0pp |
| Operating profit | 0.4 | 6% margin | −4pp |
| Tax | −0.1 | ||
| Net profit | 0.3 | 6% | −2pp |
Older quarters
-
Q1 FY26 9/2025Revenue $5B Net margin 3%
-
Q4 FY25 6/2025Revenue $5.8B Net margin 3%
-
Q3 FY25 3/2025Revenue $4.6B Net margin 2%
New results in your inbox
When a big company reports, you get the diagram before anyone has time to comment on it. No spam, one-click unsubscribe.