MicroSectors(@msectors):$SMCI Earnings Preview Q4 Adjusted EPS: $0.96 est., Up from $0.41 YoY Q4 Revenue: $11.56B est., Up from $5.76B YoY Investor Focus: Fiscal Q4 revenue against the company's full-year target, gross margin trend, Blackwell and GB300 rack-scale shipment mix, data-center liquid-cooling deployments, inventory and working capital, FY2027 revenue outlook

MicroSectors

@msectors

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가입 June 2018

814 팔로잉 중 20.3K 팬

MicroSectors@msectors

2026.08.11 14:38

$SMCI Earnings Preview Q4 Adjusted EPS: $0.96 est., Up from $0.41 YoY Q4 Revenue: $11.56B est., Up from $5.76B YoY Investor Focus: Fiscal Q4 revenue against the company's full-year target, gross margin trend, Blackwell and GB300 rack-scale shipment mix, data-center liquid-cooling deployments, inventory and working capital, FY2027 revenue outlook