Super Micro Computer: Disaster Earnings, A Massive Opportunity
This is undoubtedly the biggest question we have to answer after these earnings. Why are margins down so much?Our Q4 operating margin is 7.8%, which is lower than what we expected due to the higher mix of hyperscale datacenter business and expedited costs of our DLC liquid cooling components in June and September quarters.Source: Earnings Call.Management points towards a change in revenue mix and, more importantly, the expedited costs of components. This should actually ease now as the company i
