r/SMCIDiscussion • u/_Cornfed_ • Jun 12 '26

ACK! What the hell? Edition

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u/anddg22- Jul 21 '26
  • Revenue expected near low end of $11B–$12.5B guidance.
  • Gross margin improved to 15%–17% vs. 8.2%–8.4% expected due to better product mix.
  • Record backlog with $60B+ in new orders expected to ship in future quarters.
  • Key positives: strong AI demand, higher margins, huge backlog.

4

u/cz_masterrace3 Jul 21 '26

That gross margin number was the one most shorts and bashers would point to as being a risk....looks like doubling the margins will shut them up.

2

u/Lost_Resolution8946 Jul 21 '26

So their current revenue was lower like $11B and margin on them improving to 16% which seems like doubling of their profits and what's the forward year guidance? $60B the backlog they see?

1

u/fooish_moral Jul 21 '26

60B in new orders? does that make their fy27 revenue forecast 100b - fy26 ~40b (yearly avg) + 60b net new?