"Supermicro's Q2 FY2026 revenue hit $12.68 billion, up 123.4% year-over-year, surpassing the consensus estimate by 22.64%. The company raised its full-year FY2026 revenue target to at least $40 billion, backed by over $13 billion in Blackwell Ultra orders already booked."
"Trade Desk's FY2025 revenue grew 18.47% year-over-year to $2.896 billion, with quarterly growth ranging from 25.4% in Q1 to 14.3% in Q4, demonstrating consistent but slower growth compared to Supermicro."
"Supermicro's GAAP gross margin collapsed to 6.3% in Q2 FY2026, down from 11.8% year-over-year, and total liabilities surged 502% year-over-year to $21.01 billion, raising significant governance risk."
"Trade Desk's adjusted EBITDA margin reached 47% in Q4 2025, and full-year 2025 operating cash flow was $992.72 million, up 34.25% year-over-year, indicating a structurally different and more stable business model."
Supermicro has experienced a significant decline in stock price, down 25.4% over the past month and 20.2% year-to-date. In contrast, Trade Desk has fallen 30.8% over the past month and 46.7% year-to-date. Supermicro's Q2 FY2026 revenue surged 123.4% year-over-year, while Trade Desk's growth was more modest at 18.47%. However, Supermicro faces severe profitability issues, with a GAAP gross margin of only 6.3% and negative operating cash flow. Trade Desk, on the other hand, boasts a strong EBITDA margin and positive cash flow, indicating lower risk for investors.
Read at 24/7 Wall St.
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