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Super Micro Computer's CEO Discusses F2Q2012 Results - Earnings Call Transcript

Stocks in this article: SMCI

Non-GAAP income was 11.2 million, or 6.5% higher quarter over quarter and 16.3% lower compared to last year.

[Inaudible] non-GAAP earning per share was $0.25 per share compared to $0.74 last quarter or $0.31 last year.

Slide 5 please.

The [inaudible] and [inaudible] order for our process was strong in the December quarter and at the same time, the December quarter was challenged mainly due to the flooding in Thailand. That affected our [inaudible] supply chain. As a result, we weren’t able to fulfill customer’s demand due to delay of hard drivers.

Where we have some hard driver stock at a beginning of a quarter, our sales for hard driver orders aren’t able to fulfill our need and – when we reach the end of the quarter.

In the beginning of the new quarter, I mean, the March quarter, the situation, however, had improved a little on recovering of hard driver supply. But it is not expected that the hard driver supply will quickly be sent to a normal space in this quarter.

Again, the demand for our product is even stronger as we enter this quarter and we had strong backlog of orders that would depend on hard drives. We are working through this order as the hard driver quantity becomes more available in the near future.

In the December quarter, we did a good job of receiving our exceeding our [inaudible] line, Sandy Bridge, [inaudible]. We had many high-volume customers and various interests in evaluation of our new Sandy Bridge space called [inaudible].

This quarter, we are continuing with this deployment to burden our earnings of our revenues to supply the new product sooner to the official launch [inaudible].

From that, the outcome [inaudible] this quarter, the United States accounts for 56.7% of revenue. Europe was 23% and Asia was 18%. Sequentially, the U.S. and Europe were each – Europe [inaudible] lower where Asia was 2.3% higher.

On a year-over-year base, we are pleased to see the continued growth in our Asia business, which was 2.2% higher.

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