Story perspectives

AI Market Cooling: Super Micro, ARM Earnings Mixed

5/7/2025

46 5

Summary

Story summary

Super Micro Computer (SMCI) and ARM Holdings (ARM) are reporting Q1 2025 earnings amid a cooling AI market.
ARM anticipates a 44% year-over-year EPS growth with $1.2 billion in revenue.
SMCI projects a 31% revenue increase but faces a 35% profit decline and has revised guidance downwards.
Delayed customer purchases and macroeconomic uncertainty led to an 18% drop in SMCI shares.
Analysts see potential upside for SMCI if it stabilizes operations and rebuilds investor confidence.

1 of 1

Story summary

Super Micro Computer (SMCI) and ARM Holdings (ARM) are reporting Q1 2025 earnings amid a cooling AI market.
ARM anticipates a 44% year-over-year EPS growth with $1.2 billion in revenue.
SMCI projects a 31% revenue increase but faces a 35% profit decline and has revised guidance downwards.
Delayed customer purchases and macroeconomic uncertainty led to an 18% drop in SMCI shares.
Analysts see potential upside for SMCI if it stabilizes operations and rebuilds investor confidence.