The numbers SMCI said it expected, in its earnings releases of the last 3 years, next to what it then reported for the same period. Each target links to the sentence in the release; each result to the 10-Q or 10-K it was first reported in.
Of 12 range targets with a reported result: 1 came in above the last range given, 8 within it, 3 below it.
Of 1 minimum or maximum targets ("at least", "no more than") with a reported result: 0 were kept, 1 were not.
| Target | What the company said | Reported | Result |
|---|---|---|---|
| Revenue Fiscal 2027 |
Given $65.00B to $72.00B release 2026-08-11
Raised $72.00B to $82.00B release 2026-11-03
|
– | Not reported yet |
The company's wordsFor fiscal year 2027, the Company expects net sales in the range of $65.0 billion to $72.0 billion. release 2026-08-11 For fiscal year 2027, the Company expects net sales in the range of $72.0 billion to $82.0 billion. release 2026-11-03 | |||
| Revenue Q2 of fiscal 2027 |
Given $19.50B to $21.50B release 2026-11-03
|
– | Not reported yet |
The company's wordsThe Company expects net sales in the range of $19.5 billion and $21.5 billion for the second quarter of fiscal year 2027 ending December 31, 2026, GAAP net income per diluted share of $1.59 to $1.83 and non-GAAP net income per diluted share of $1.66 to $1.90. release 2026-11-03 | |||
| Diluted EPS (company-defined) Fiscal 2026 (ended 2026-06-30) |
Given at least $0.60 release 2026-02-03
Changed $0.65 to $0.79 release 2026-05-05
|
– | No standard number |
The company's wordsThe Company expects net sales of at least $12.3 billion for the third quarter of fiscal year 2026 ending March 31, 2026, GAAP net income per diluted share of at least $0.52 and non-GAAP net income per diluted share of at least $0.60. release 2026-02-03 The Company expects net sales in the range of $11.0 billion and $12.5 billion for the fourth quarter of fiscal year 2026 ending June 30, 2026, GAAP net income per diluted share of $0.53 to $0.67 and non-GAAP net income per diluted share of $0.65 to $0.79. release 2026-05-05 | |||
| Revenue Fiscal 2026 (ended 2026-06-30) |
Given at least $33.00B release 2025-08-05
Raised at least $36.00B release 2025-11-04
Raised at least $40.00B release 2026-02-03
Changed $38.90B to $40.40B release 2026-05-05
|
$39.06B 10-K filed 2026-08-31 |
Within the range |
The company's wordsFor fiscal year 2026, the Company expects net sales of at least $33.0 billion. release 2025-08-05 For fiscal year 2026, the Company expects net sales of at least $36.0 billion. release 2025-11-04 For fiscal year 2026, the Company expects net sales of at least $40.0 billion. release 2026-02-03 For fiscal year 2026, the Company expects net sales in the range of $38.9 billion to $40.4 billion. release 2026-05-05 | |||
| Revenue Q4 of fiscal 2026 |
Given $11.00B to $12.50B release 2026-05-05
|
$11.12B 10-K filed 2026-08-31 |
Within the range |
The company's wordsThe Company expects net sales in the range of $11.0 billion and $12.5 billion for the fourth quarter of fiscal year 2026 ending June 30, 2026, GAAP net income per diluted share of $0.53 to $0.67 and non-GAAP net income per diluted share of $0.65 to $0.79. release 2026-05-05 | |||
| Revenue Q3 of fiscal 2026 |
Given at least $12.30B release 2026-02-03
|
$10.24B 10-Q filed 2026-05-11 |
Below the minimum |
The company's wordsThe Company expects net sales of at least $12.3 billion for the third quarter of fiscal year 2026 ending March 31, 2026, GAAP net income per diluted share of at least $0.52 and non-GAAP net income per diluted share of at least $0.60. release 2026-02-03 | |||
| Revenue Q2 of fiscal 2026 |
Given $10.00B to $11.00B release 2025-11-04
|
$12.68B 10-Q filed 2026-02-06 |
Above the range |
The company's wordsThe Company expects net sales of $10.0 billion to $11.0 billion for the second quarter of fiscal year 2026 ending December 31, 2025, GAAP net income per diluted share of $0.37 to $0.45 and non-GAAP net income per diluted share of $0.46 to $0.54. release 2025-11-04 | |||
| Revenue Q1 of fiscal 2026 |
Given $6.00B to $7.00B release 2025-08-05
|
$5.02B 10-Q filed 2025-11-07 |
Below the range |
The company's wordsThe Company expects net sales of $6.0 billion to $7.0 billion for the first quarter of fiscal year 2026 ending September 30, 2025, GAAP net income per diluted share of $0.30 to $0.42 and non-GAAP net income per diluted share of $0.40 to $0.52. release 2025-08-05 | |||
| Diluted EPS (company-defined) Fiscal 2025 (ended 2025-06-30) |
Given $0.46 to $0.62 release 2025-02-11
Lowered $0.40 to $0.50 release 2025-05-06
|
– | No standard number |
The company's wordsThe Company expects net sales in the range of $5.0 billion to $6.0 billion for the third quarter of the fiscal year 2025 ending March 31, 2025, GAAP net income per diluted share of $0.36 to $0.53 and non-GAAP net income per diluted share of $0.46 to $0.62. release 2025-02-11 The Company expects net sales of $5.6 billion to $6.4 billion for the fourth quarter of fiscal year 2025 ending June 30, 2025, GAAP net income per diluted share of $0.30 to $0.40 and non-GAAP net income per diluted share of $0.40 to $0.50. release 2025-05-06 | |||
| Revenue Fiscal 2025 (ended 2025-06-30) |
Given $26.00B to $30.00B release 2024-08-06
Lowered $23.50B to $25.00B release 2025-02-11
Lowered $21.80B to $22.60B release 2025-05-06
|
$21.97B 10-K filed 2025-08-28 |
Within the range |
The company's wordsFor fiscal year 2025 ending June 30, 2025, the Company expects net sales of $26.0 billion to $30.0 billion. release 2024-08-06 We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.” release 2025-02-11 For fiscal year 2025, the Company is updating its revenue guidance from a range of $23.5 billion to $25.0 billion to a new range of $21.8 billion to $22.6 billion. release 2025-05-06 | |||
| Revenue Q4 of fiscal 2025 |
Given $5.60B to $6.40B release 2025-05-06
|
$5.76B 10-K filed 2025-08-28 |
Within the range |
The company's wordsThe Company expects net sales of $5.6 billion to $6.4 billion for the fourth quarter of fiscal year 2025 ending June 30, 2025, GAAP net income per diluted share of $0.30 to $0.40 and non-GAAP net income per diluted share of $0.40 to $0.50. release 2025-05-06 | |||
| Revenue Q3 of fiscal 2025 |
Given $5.00B to $6.00B release 2025-02-11
|
$4.60B 10-Q filed 2025-05-12 |
Below the range |
The company's wordsThe Company expects net sales in the range of $5.0 billion to $6.0 billion for the third quarter of the fiscal year 2025 ending March 31, 2025, GAAP net income per diluted share of $0.36 to $0.53 and non-GAAP net income per diluted share of $0.46 to $0.62. release 2025-02-11 | |||
| Revenue Q2 of fiscal 2025 |
Given $5.50B to $6.10B release 2024-11-05
|
$5.68B 10-Q filed 2025-02-25 |
Within the range |
The company's wordsThe Company expects net sales in a range of $5.5 billion to $6.1 billion for the second quarter of the fiscal year 2025 ending December 31, 2024, GAAP net income per diluted share of $0.48 to $0.58 and non-GAAP net income per diluted share of $0.56 to $0.65. release 2024-11-05 | |||
| Revenue Q1 of fiscal 2025 |
Given $6.00B to $7.00B release 2024-08-06
|
$5.94B 10-Q filed 2025-02-25 |
Below the range |
The company's wordsFor the first quarter of fiscal year 2025 ending September 30, 2024, the Company expects net sales of $6.0 billion to $7.0 billion, GAAP net income per diluted share of $5.97 to $7.66 and non-GAAP net income per diluted share of $6.69 to $8.27. release 2024-08-06 | |||
| Diluted EPS (company-defined) Fiscal 2024 (ended 2024-06-30) |
Given $5.20 to $6.01 release 2024-01-29
Raised $7.62 to $8.42 release 2024-04-30
|
– | No standard number |
The company's wordsBusiness Outlook and Management Commentary … For the third quarter of fiscal year 2024 ending March 31, 2024, the Company expects net sales of $3.7 billion to $4.1 billion, GAAP net income per diluted share of $4.79 to $5.64 and non-GAAP net income per diluted share of $5.20 to $6.01. release 2024-01-29 Business Outlook and Management Commentary … For the fourth quarter of fiscal year 2024 ending June 30, 2024, the Company expects net sales of $5.1 billion to $5.5 billion, GAAP net income per diluted share of $7.20 to $8.05 and non-GAAP net income per diluted share of $7.62 to $8.42. release 2024-04-30 | |||
| Revenue Fiscal 2024 (ended 2024-06-30) |
Given $14.30B to $14.70B release 2024-01-29
Raised $14.70B to $15.10B release 2024-04-30
|
$14.99B 10-K filed 2025-02-25 |
Within the range |
The company's wordsAs our innovative solutions continue to gain market share, we are raising our fiscal year 2024 revenue outlook to $14.3 billion to $14.7 billion.” release 2024-01-29 As such, we are raising our fiscal year 2024 revenue outlook from $14.3 to $14.7 billion to a new range of $14.7 to $15.1 billion.” release 2024-04-30 | |||
| Revenue Q4 of fiscal 2024 |
Given $5.10B to $5.50B release 2024-04-30
|
$5.35B 10-K filed 2025-02-25 |
Within the range |
The company's wordsFor the fourth quarter of fiscal year 2024 ending June 30, 2024, the Company expects net sales of $5.1 billion to $5.5 billion, GAAP net income per diluted share of $7.20 to $8.05 and non-GAAP net income per diluted share of $7.62 to $8.42. release 2024-04-30 | |||
| Revenue Q3 of fiscal 2024 |
Given $3.70B to $4.10B release 2024-01-29
|
$3.85B 10-Q filed 2024-05-06 |
Within the range |
The company's wordsFor the third quarter of fiscal year 2024 ending March 31, 2024, the Company expects net sales of $3.7 billion to $4.1 billion, GAAP net income per diluted share of $4.79 to $5.64 and non-GAAP net income per diluted share of $5.20 to $6.01. release 2024-01-29 | |||
4 targets far from the company's reported total, so not compared (usually a target for one product, segment or definition)
- Revenue, Q1 of fiscal 2027: said $14.50B to $15.50B, reported $19.95B. The company's words
- Diluted EPS, Fiscal 2026 (ended 2026-06-30): said $0.53 to $0.67, reported $3.26. The company's words
- Diluted EPS, Fiscal 2025 (ended 2025-06-30): said $0.30 to $0.40, reported $1.68. The company's words
- Diluted EPS, Fiscal 2024 (ended 2024-06-30): said $7.20 to $8.05, reported $1.92. The company's words
Targets are read from the sentences of the EX-99 exhibits of 8-K item 2.02 filings (18 releases since 2023-11-01), without AI; in outlook tables only the first column is read. The result compares the reported number with the last range given before the period was reported. Results come from SEC's XBRL company facts, as first reported. A company's target can use its own definition (META's capital expenditures include finance lease payments, for example), so read the quote.
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