SMCI reported Q4 revenue of $11.1B (est. $11.56B) and adjusted EPS of $1.70 (est. $0.96). FY27 revenue guidance of $65B-$72B far exceeds the $52.5B consensus. Gross margin of 17.5% was flattered by one-time items. The company also issued $4.2B in mandatory convertible preferred stock, which will impact future EPS calculations.
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