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But still do not have a good sense as far as, like, what percent of bookings or revenue that is.
Have you seen your AI win rate go up, or is this just a reflection of the increase in deal flow AI deal flow?
what was the FX impact in the quarter? And was your expectations for fiscal year 2026?
how long do you expect to before you can really introduce that and how heavy of a lift is this
you mentioned that over the next 2 years, targeting 20% to Data Center Building Block Solutions, 20%. Was that gross profit? Or was that revenue
would you bucket that more towards DCBBS ramp or more towards a reduction in your 10% customer going from 63% to 27%
do you expect Super Micro to continue to bring to the market one generation faster the power efficiency advantages before NVIDIA makes it part of their reference architecture
your 10% customer, -- was that the primary driver of the upside that you saw in the quarter? Do you expect them to remain a 10-plus percent customer in the March quarter
Why is it necessary to basically do a routine repeat of this proof of Super Micro's engineering prowess
what is going to be the driver of the projected Q2 uptick to the September quarter revenue
is that being pushed more as a discrete service or the value of that discrete service is fractional to Gen AI factory or is it bundled
is there any expectation that there will be inventory reserve in the June quarter and is that part of 10% gross margin guidance
is historical year-over-year growth really a good indicator of future demand? Have you looked at the actual pipeline of demand
Can you tell us whether or not Backlog is up Q or Q for the December quarter
there's a strong feeling in the investment community that the Chairman and CEO roles, if separated, could be quite beneficial to Super Micro
any 10% customer exposures in the quarter and the upcoming quarter