$SMCI
(position-still long for a long time)
Q3 Y/Y:
Margins UP: 17.6% vs 15.5%
EPS $1.53 vs $1.43
Overall pattern, UP Y/Y, DOWN vs last Q
GUIDANCE:
FY23: maintains guidance $6.6-$6.8B
GAAP EPS $10.14-10.66/non-GAAP EPS $10.50-11
Q4: Sales $1.7-1.9B, EPS ~$2.50