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Super Micro Computer SMCI is set to report its fourth-quarter fiscal 2025 results on Aug. 5. Investor attention is firmly focused on the company’s server and storage business, which is driven by robust traction from hyperscalers, high-performance computing and artificial intelligence (AI) customers.

SMCI is also experiencing rapid adoption of its direct liquid cooling (DLC) offerings, data center building block solutions and powerful servers based on NVIDIA, AMD and Intel chips.

Click here to know how Super Micro Computer’s overall fiscal fourth-quarter results are likely to be.

High Demand for Servers and Storage to Propel SMCI’s Sales

SMCI’s Server and Storage Systems segment is driving the company’s financial strength. Growing demand for graphics processing unit (GPU)-optimized servers tailored for AI workloads has been at the core of SMCI’s success. Super Micro Computer’s integration of Intel Gaudi, NVIDIA Blackwell Chips and AMD processors in its servers is likely to bring in more customers in high performance computing, AI and hyperscale space.

Super Micro Computer, Inc. Price and EPS Surprise

Super Micro Computer, Inc. price-eps-surprise | Super Micro Computer, Inc. Quote

Another key factor supporting the segment’s momentum is Super Micro Computer’s early availability of systems built on NVIDIA’s new Blackwell GPU architecture, alongside continued strength in Hopper-based systems. The expansion of the company’s Datacenter Building Block Solutions, which offers customers a one-stop integrated solution for servers, storage, networking and cooling, is expected to have further boosted adoption among enterprises and hyperscalers during the to-be-reported quarter.

SMCI has also been capitalizing on strong customer interest in both air-cooled and DLC rack-scale platforms, which are essential for the next wave of AI data center expansion. Leadership in DLC technology has also been a powerful competitive advantage for Super Micro Computer. As AI training models become more resource-intensive, data centers are increasingly adopting DLC solutions to meet energy efficiency and density requirements. This trend is likely to have boosted the Server and Storage Systems segment’s revenues in the fourth quarter.

However, as many customers chose to wait for newer AI platforms, such as NVIDIA’s Blackwell, before placing orders, this might have hurt the company’s order book in the to be reported quarter. SMCI’s perpetual contraction of margin due to a variety of reasons like unfavorable product and customer mix, competitive pricing to acquire more customers, cost rise due to DLC AI GPU cluster deployments and higher upfront costs associated with ramping up production for its DLC technology is a matter of concern for the investors in the fourth quarter.

While margins are expected to have remained under pressure due to customer mix and ramping investments in next-generation platforms, the strong top-line growth in the Server and Storage Systems business is anticipated to have helped partially offset earnings headwinds.

Zacks Rank & Stocks to Consider

SMCI currently has a Zacks Rank #5 (Strong Sell).

Alkami Technology ALKT, Arista Networks ANET and Amphenol APH are some top-ranked stocks that investors can consider in the broader Zacks Computer & Technology sector. ANET, ALKT and APH sport a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Alkami Technology shares have lost 34.5% year to date. The Zacks Consensus Estimate for Alkami Technology’s full-year 2025 earnings is pegged at 15 cents per share, up by 2 cents over the past 30 days, implying growth of 51.7% from the year-ago quarter’s reported figure.

Arista Networks shares have lost 11.9% year to date. The Zacks Consensus Estimate for ANET’s full-year fiscal 2025 earnings is pegged at 65 cents per share, up by a penny in the past 30 days, indicating year-over-year growth of 13.66%.

Amphenol shares have gained 45.1% year to date. The Zacks Consensus Estimate for Amphenol’s full-year 2025 earnings has been revised upward to $2.69 per share in the past seven days, indicating year-over-year growth of 42.33%.

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Five9, Inc. FIVN reported second-quarter 2025 earnings of 76 cents per share, which beat the Zacks Consensus Estimate by 16.9%. FIVN’s second-quarter earnings jumped 46.2% year over year from the year-ago quarter’s earnings of 52 cents.

FIVN’s revenues increased 12.4% year over year to $283.27 million and beat the Zacks Consensus Estimate by 2.98%. FIVN’s performance was driven by a rise in subscription revenues, which grew 16% year over year, due to traction in Enterprise AI revenues. Despite these factors, FIVN’s stock slipped 5.28% on Thursday.

FIVN’s Q2 Results in Detail

Geographically, FIVN’s revenues from the United States accounted for $251.4 million, accounting for 88.7% of the total revenues in the second quarter, which increased 12% year over year.

Five9, Inc. Price, Consensus and EPS Surprise

Five9, Inc. price-consensus-eps-surprise-chart | Five9, Inc. Quote

International revenues accounted for $31.88 million, representing 11.3% of the total revenues, up 15.7% year over year.

For the second quarter, FIVN posted an adjusted non-GAAP gross profit of $175.55 million, representing a robust improvement from the year-ago quarter’s $152.4 million. FIVN’s adjusted non-GAAP gross margin in the second quarter of 2025 was 63%, up 250 basis points year over year.

FIVN’s non-GAAP operating income increased to $54.45 million year over year from an operating income of $31 million in the year-ago quarter. FIVN’s non-GAAP operating margin in the second quarter of 2025 was 19.2%.

FIVN’s Balance Sheet & Cash Flow

FIVN exited the reported quarter with cash and cash equivalents and Marketable investments of $635.88 million compared with $1.04 billion at the end of the prior quarter, with a total debt of $733.6 million as of June 30, 2025.

The company generated an operating cash flow of $83.45 million in the second quarter. FIVN’s total capital expenditure in the second quarter of 2025 was $17.22 million. The company reported a free cash flow of $21.57 million and a free cash flow margin of 8% in the quarter.

FIVN’s Guidance for Q3 and 2025

Five9 expects 2025 revenues in the range of $1.1435-$1.1495 billion. The Zacks Consensus Estimate for FIVN’s 2025 revenues is pegged at $1.14 billion, indicating year-over-year growth of 9.6%.

The company expects GAAP net income per share to be between 23 cents and 30 cents, assuming approximately 88.5 million diluted shares outstanding. Non-GAAP net income per share is anticipated in the range of $2.86-$2.90, based on roughly 77.7 million diluted shares outstanding. The Zacks Consensus Estimate for FIVN’s 2025 earnings is pegged at $2.76, indicating year-over-year growth of 11.7%.

For the third quarter of fiscal 2025, Five9 forecasts revenues between $283.0 million and $286.0 million. The Zacks Consensus Estimate for FIVN’s third-quarter 2025 revenues is pegged at $285.6 million, indicating year-over-year growth of 8.1%.

GAAP net income per share is projected in the range of 6-12 cents, with 87.5 million diluted shares outstanding, while non-GAAP net income per share is expected to be between 72 cents and 74 cents, assuming 78.1 million diluted shares outstanding. The Zacks Consensus Estimate for FIVN’s third-quarter 2025 earnings is pegged at 70 cents, indicating year-over-year growth of 4.5%.

Zacks Rank & Stocks to Consider

FIVN currently carries a Zacks Rank #3 (Hold).

Alkami Technology ALKT, Arista Networks ANET and Amphenol APH are some top-ranked stocks that investors can consider in the broader Zacks Computer & Technology sector. ANET, ALKT and APH sport a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Alkami Technology shares have lost 34.5% year to date. The Zacks Consensus Estimate for Alkami Technology’s full-year 2025 earnings is pegged at 15 cents per share, up by 2 cents over the past 30 days, implying growth of 51.7% from the year-ago quarter’s reported figure.

Arista Networks shares have lost 11.9% year to date. The Zacks Consensus Estimate for ANET’s full-year fiscal 2025 earnings is pegged at 65 cents per share, up by a penny in the past 30 days, indicating year-over-year growth of 13.66%.

Amphenol shares have gained 45.1% year to date. The Zacks Consensus Estimate for Amphenol’s full-year 2025 earnings has been revised upward to $2.69 per share in the past seven days, indicating year-over-year growth of 42.33%.

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Cloudflare, Inc. NET reported non-GAAP earnings of 21 cents per share for the second quarter of 2025, beating the Zacks Consensus Estimate by 16.7%. The bottom line increased 5% on a year-over-year basis.

Cloudflare’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and met in one, delivering an average surprise of 8.3%. 

Second-quarter revenues increased 28% year over year to $512.3 million, which surpassed the consensus mark by 2.3%. The year-over-year improvement in revenues can be attributed to the sustained momentum in the onboarding of large new enterprise customers, remarkable progress in the public sector, continued high prioritization of security by its customers, and a zero-trust approach.

Cloudflare, Inc. Price, Consensus and EPS Surprise

Cloudflare, Inc. price-consensus-eps-surprise-chart | Cloudflare, Inc. Quote

Cloudflare’s Q2 Details

Cloudflare’s top-line performance was positively impacted by its mix of customer segments (Channel Partners and Direct Customers). Revenues from Channel Partners (25.5% of total revenues) were $130.4 million, up 70% year over year. Second-quarter revenues from Direct Customers (74.5% of total revenues) were $381.9 million, up 17.8% year over year.

Cloudflare had 265,929 paying customers at the end of the second quarter, up 27% year over year. It added 185 new customers during the quarter who contributed more than $100,000 in annual revenues. The total count of such customers reached 3,712 at the end of the quarter.

Cloudflare’s second-quarter non-GAAP gross profit increased 23% year over year to $390.66 million. However, the non-GAAP gross margin contracted 270 basis points (bps) year over year to 76.3%.

Non-GAAP operating income for the quarter jumped to $72.31 million from $57 million in the year-ago quarter. The non-GAAP operating margin contracted 10 bps year over year to 14.1%.

Cloudflare’s Balance Sheet & Cash Flow

As of June 30, 2025, Cloudflare had cash, cash equivalents and available-for-sale securities of $3.96 billion, up from $1.91 billion as of March 31, 2025.

Cloudflare generated an operating cash flow of $99.8 million and a free cash flow of $33.3 million during the second quarter.

Cloudflare’s FY25 & Q3 Guidance

Buoyed by better-than-expected second-quarter results, Cloudflare raised guidance for full-year 2025. For 2025, it now anticipates revenues between $2,113.5 million and $2,115.5 million, up from the previous guidance of $2,090-$2,094 million. The consensus mark for revenues is pegged at $2.09 billion, suggesting a year-over-year rise of 25.4%.

Non-GAAP income from operations is now projected to be in the range of $284-$286 million, up from the earlier guided range of $272-$276 million. Non-GAAP earnings per share are now anticipated to be between 85 cents and 86 cents, up from the previous forecast of 79-80 cents. The Zacks Consensus Estimate for earnings is pegged at 79 cents per share, indicating a year-over-year increase of 5.3%.

Additionally, Cloudflare initiates guidance for the third quarter. It expects revenues in the $543.5-$544.5 million range for the second quarter. The Zacks Consensus Estimate for revenues is pegged at $537.7 million, suggesting a year-over-year rise of 25%.

Non-GAAP income from operations in the second quarter is expected to be between $75 million and $76 million. Non-GAAP earnings are anticipated to be 23 cents per share. The Zacks Consensus Estimate for earnings is pegged at 21 cents per share, indicating a year-over-year increase of 5%.

NET’s Zacks Rank and Stocks to Consider

Currently, Cloudflare carries a Zacks Rank #5 (Strong Sell).

Bumble BMBL, MongoDB MDB and Alkami Technology ALKT are some other top-ranked stocks that investors can consider in the Zacks Internet - Software industry. Bumble, MongoDB and Alkami Technology sport a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Bumble’s 2025 earnings has been revised upwards over the past 30 days to $1.05 per share and suggests a year-over-year increase of 122.8%. Bumble shares have declined 4.5% year to date.

The Zacks Consensus Estimate for MongoDB’s fiscal 2026 earnings has been revised upward over the past 60 days to $3.07 per share, suggesting a decrease of 16.1% from the year-ago quarter’s reported figure. MongoDB shares have gained 2.2% year to date.

The Zacks Consensus Estimate for Alkami Technology’s 2025 earnings per share is pegged at 44 cents, remaining unchanged over the past 60 days, reflecting 51.7% year-over-year growth. Alkami Technology shares have plunged 39.3% year to date.

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

American Superconductor Corporation AMSC reported first-quarter fiscal 2025 earnings of 29 cents per share, which beat the Zacks Consensus Estimate by 141.7%. AMSC’s first-quarter earnings jumped 262.5% year over year from the year-ago quarter’s earnings of 8 cents.

AMSC’s revenues increased 79.6% year over year to $72.34 million and beat the Zacks Consensus Estimate by 11.1%. The top line was driven by robust demand for its solutions across both Grid and Wind segments due to traction in Equipment and systems and Services and technology product lines.

AMSC’s Q1 Results in Detail

Segment-wise, AMSC’s Grid revenues of $60.1 million, accounting for 83% of the total revenues in the first quarter, increased 85.8% year over year. In the Grid segment, both Equipment and systems and Services and technology development product lines grew year over year.

Revenues from the Wind segment came in at $12.3 million, representing 17% of the total revenues, up 54.3% year over year. In the Wind segment, the Equipment and systems product line grew, while the Services and technology development product line declined year over year.

American Superconductor Corporation Price, Consensus and EPS Surprise

American Superconductor Corporation price-consensus-eps-surprise-chart | American Superconductor Corporation Quote

Geographically, revenues from the Americas increased 24.7% year over year to reach $38.02 million, the Asia Pacific region experienced a whopping growth of 234% year over year to reach $30.57 million, and the EMEA region increased 470.2% year over year to $3.76 million.

For the first quarter, AMSC posted a gross profit of $24.48 million, representing a robust improvement from the year-ago quarter’s $12.23 million. AMSC’s gross margin in the first quarter of fiscal 2025 was 33.8%.

AMSC’s operating expenses came in at $18.84 million. AMSC’s operating income was $5.64 million year over year against an operating loss of $3.3 million in the year-ago quarter. AMSC’s operating margin in the first quarter of fiscal 2025 was 7.8%.

AMSC’s Balance Sheet & Cash Flow

AMSC exited the reported quarter with cash and cash equivalents of $207.89 million compared with $79.5 million at the end of the prior quarter, with no debt in its balance sheet as of June 30, 2025.

The company generated an operating cash flow of $4.13 million in the first quarter. It spent $0.814 million on capital expenditure in the quarter.

AMSC Releases Guidance for Q2

AMSC initiated guidance for the second quarter of fiscal 2025, where it projected its revenues to be in the range of $65-$70 million. The Zacks Consensus Estimate for revenues is pegged at $65.3 million, indicating a year-over-year rise of 19.88%.

The company expects its GAAP net income to exceed $2 million, or 5 cents per share, while its non-GAAP net income is expected to exceed $6 million, or 14 cents per share. The Zacks Consensus Estimate for the earnings is pegged at $12 cents per share, indicating a year-over-year decline of 55.6%.

Zacks Rank & Stocks to Consider

AMSC currently carries a Zacks Rank #4 (Sell).

Alkami Technology ALKT, Arista Networks ANET and Amphenol APH are some top-ranked stocks that investors can consider in the broader Zacks Computer & Technology sector. ANET, ALKT and APH sport a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Alkami Technology shares have lost 34.5% year to date. The Zacks Consensus Estimate for Alkami Technology’s full-year 2025 earnings is pegged at 15 cents per share, up by 2 cents over the past 30 days, implying growth of 51.7% from the year-ago quarter’s reported figure.

Arista Networks shares have lost 11.9% year to date. The Zacks Consensus Estimate for ANET’s full-year fiscal 2025 earnings is pegged at 65 cents per share, up by a penny in the past 30 days, indicating year-over-year growth of 13.66%.

Amphenol shares have gained 45.1% year to date. The Zacks Consensus Estimate for Amphenol’s full-year 2025 earnings has been revised upward to $2.69 per share in the past seven days, indicating year-over-year growth of 42.33%.

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research