Earnings summaries and quarterly performance for Super Micro Computer.
Executive leadership at Super Micro Computer.
Board of directors at Super Micro Computer.
Research analysts who have asked questions during Super Micro Computer earnings calls.
AB
Ananda Baruah
Loop Capital Markets LLC
6 questions for SMCI
Also covers: BURU, CRUS, DDD +15 more
JT
Jonathan Tanwanteng
CJS Securities
6 questions for SMCI
Also covers: APG, ATRO, CMCO +15 more
Nehal Chokshi
Northland Capital Markets
6 questions for SMCI
Also covers: AGYS, ALLT, AVPT +12 more
MN
Michael Ng
Goldman Sachs
4 questions for SMCI
Also covers: AAPL, ANET, AXON +20 more
RB
Ruplu Bhattacharya
Bank of America
4 questions for SMCI
Also covers: ARW, AVT, CDW +13 more
SC
Samik Chatterjee
JPMorgan Chase & Co.
4 questions for SMCI
Also covers: AAPL, ANET, APH +32 more
AM
Asiya Merchant
Citigroup Global Markets Inc.
3 questions for SMCI
Also covers: APH, CDW, CRCT +12 more
Brandon Nispel
KeyBanc Capital Markets
3 questions for SMCI
Also covers: AMT, CABO, CCI +4 more
QB
Quinn Bolton
Needham & Company, LLC
3 questions for SMCI
Also covers: ALAB, ALGM, AMBA +22 more
Aaron Rakers
Wells Fargo
2 questions for SMCI
Also covers: AAPL, AMD, ANET +19 more
DW
Dong Wang
Nomura Instinet
2 questions for SMCI
Also covers: CDW, CLS, CRSR +6 more
MN
Mark Newman
Bernstein
2 questions for SMCI
Also covers: DELL, HPQ, IBM +2 more
MH
Mehdi Hosseini
Susquehanna Financial Group
2 questions for SMCI
Also covers: AEIS, ALAB, AMAT +19 more
SM
Shadi Mitwalli
Needham & Company
2 questions for SMCI
Also covers: AMBA, CPTN, IONQ +2 more
Vijay Rakesh
Mizuho
2 questions for SMCI
Also covers: ALGM, ALV, AMAT +16 more
GW
George Wang
Barclays PLC
1 question for SMCI
Also covers: CDW, FLEX, JBL +2 more
M
MP
JPMorgan Chase & Co.
1 question for SMCI
Also covers: ST
ND
Nicolas Doyle
Needham & Company, LLC
1 question for SMCI
Also covers: CRNC, LSCC, MX +9 more
SL
Simon Leopold
Raymond James
1 question for SMCI
Also covers: AAOI, ANET, ATEN +17 more
Recent press releases and 8-K filings for SMCI.
Super Micro ups 2026 guidance and outlines AI infrastructure expansion
SMCI
Guidance Update
Product Launch
New Projects/Investments
- Super Micro raised its fiscal 2026 revenue guidance from $33 billion to $36 billion, backed by a $13 billion GB300 order backlog in the December quarter.
- Plans to scale manufacturing to 6,000 total racks (including 3,000 liquid-cooled units) by June 2026 across Silicon Valley, Taiwan, Malaysia, and the Netherlands.
- Developing Data Center Building Block Solutions (DCBBS) to offer full-stack, high-margin AI configurations and enable differentiated customer deployments.
- Targets double-digit gross margins over time through broader customer and product mix and enhanced manufacturing efficiencies.
Dec 11, 2025, 5:50 PM
Super Micro highlights AI infrastructure demand and capacity expansion
SMCI
Guidance Update
- Super Micro confirmed $13 billion of GB300 orders in the December quarter and raised its fiscal 2026 revenue guidance to $33 billion–$36 billion, citing strong AI demand and healthy backlog.
- The company is leveraging complexity as a competitive advantage, developing full-stack Data Center Building Block Solutions (DCBBS) with options like power sidecars and liquid cooling to support diverse AI workloads.
- Super Micro plans to expand manufacturing capacity to 6,000 racks by fiscal 2026 (including 3,000 liquid-cooled), targeting an average selling price of $3 million per rack.
- Focused on broadening its scale-customer base, it added a new large customer in Q1 and expects to add 2–4 more scale customers in fiscal 2026, aiming for double-digit gross margins through improved mix and efficiencies.
Dec 11, 2025, 5:50 PM
Super Micro discusses AI growth, capacity expansion, and margin outlook at Barclays Tech Conference
SMCI
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Super Micro (SMCI) reported strong demand and visibility, citing $13 billion in GB300 orders last quarter and raising fiscal 2026 revenue guidance from $33 billion to $36 billion, with confidence in continued growth due to a large backlog and expanding customer base.
- The company is expanding manufacturing capacity, planning to exit fiscal 2026 with 6,000 total racks (3,000 liquid cooled), each liquid cooled rack commanding an average selling price of about $3 million, supporting significant revenue opportunities.
- Gross margin improvement is a key focus, with levers including customer mix, product mix, and manufacturing efficiencies; Super Micro aims for double-digit gross margins as its customer base broadens and manufacturing overheads decrease.
- Super Micro is diversifying across AI platforms (NVIDIA, AMD, custom ASICs) and building out its Data Center Building Block Solutions (DCBBS) to address increasing complexity and application optimization needs, positioning itself as a full-stack supplier for AI infrastructure.
Dec 11, 2025, 5:50 PM
Supermicro expands NVIDIA Blackwell portfolio
SMCI
Product Launch
- Supermicro launched 4U and 2-OU (OCP) liquid-cooled NVIDIA HGX B300 systems for hyperscale and AI factory deployments, now available for high-volume shipment.
- The 2-OU (OCP) model supports up to 144 GPUs per rack in a 21-inch OCP Open Rack V3 configuration, with eight NVIDIA Blackwell Ultra GPUs at 1,100W TDP each.
- The 4U system, designed for standard 19-inch EIA racks, uses DLC-2 technology to capture up to 98% of generated heat, enhancing power efficiency and serviceability.
- With DLC-2, data centers can achieve up to 40% power savings and reduce water usage via 45°C warm-water operation, eliminating chilled water and compressors.
Dec 9, 2025, 9:05 PM
Supermicro updates fiscal 2026 guidance at Raymond James conference
SMCI
Guidance Update
- Raised fiscal 2026 revenue guidance to $36 billion from $33 billion, backed by $13 billion in GB200 orders in December
- Expanding manufacturing capacity, increasing monthly liquid-cooled rack build from 2,000 to 2,500 and targeting 3,000 liquid-cooled (6,000 total) racks by June 2026
- Emphasizing engineering-driven platform optimization and introducing Data Center Building Block Solutions to lower cost per watt per compute and enhance customer stickiness
- Maintaining a one-quarter-ahead margin guidance and aiming to improve gross margins through favorable customer/product mix and manufacturing efficiencies
Dec 8, 2025, 6:40 PM
Super Micro raises FY2026 guidance and outlines AI-driven capacity expansion
SMCI
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Super Micro updated its FY 2026 revenue guidance to $36 billion from $33 billion, citing robust AI demand and customer interactions.
- The company received $13 billion in GB200 orders in December, expected to deploy over multiple quarters, highlighting strong enterprise and sovereign demand.
- Manufacturing capacity will scale to 6,000 server racks per month by June 2026, including 3,000 liquid-cooled racks, to meet AI infrastructure needs.
- Gross margins are under pressure but managed via one-quarter ahead margin guidance, with improvements expected from favorable customer/product mix and manufacturing efficiencies.
- Super Micro targets 10% market share of a projected $1 trillion–$3 trillion AI infrastructure market, implying a potential $100 billion revenue opportunity long term.
Dec 8, 2025, 6:40 PM
Super Micro raises FY 2026 guidance and outlines AI-driven capacity expansion
SMCI
Guidance Update
New Projects/Investments
- Super Micro increased its FY 2026 revenue guidance from $33 billion to $36 billion, citing robust AI demand and $13 billion in GB200 GPU orders.
- Production capacity will scale to 6,000 racks/month (including 3,000 liquid-cooled racks) by end-June 2026, with racks averaging $3–4 million each.
- Near-term gross margins are under pressure due to complex AI product rollouts, but management targets >50% utilization and expects margin improvement as customer and product mix diversify.
- Supply chain flexibility across the U.S., Taiwan, Malaysia, and the Netherlands mitigates GPU allocation and DRAM tightness, with cost passthroughs to customers under contractual arrangements.
- Super Micro aims for 10% market share of AI infrastructure (forecast at $1–3 trillion), implying a $100 billion revenue opportunity over the next few years.
Dec 8, 2025, 6:40 PM
Supermicro announces new AI factory cluster solutions
SMCI
Product Launch
- Supermicro launched AI Factory cluster solutions based on NVIDIA Enterprise Reference Architectures and Blackwell GPUs to simplify enterprise AI deployments and accelerate time-to-online.
- The turnkey, plug-and-play offerings integrate Supermicro’s Data Center Building Block Solutions, NVIDIA software stack, and Spectrum-X Ethernet to enable rapid deployment at scale.
- Preconfigured clusters range from 4-node/32-GPU to 32-node/256-GPU configurations, validated up to multi-rack L12 setups at Supermicro’s global production sites.
- Additional offerings include universal AI/HPC clusters with NVIDIA RTX PRO 6000 Blackwell GPUs and high-performance AI/HPC clusters with NVIDIA HGX B200 8-GPU platforms for inference, training, and HPC workloads.
Nov 18, 2025, 2:05 PM
Super Micro Computer reports Q1 2026 results
SMCI
Earnings
Guidance Update
New Projects/Investments
- Q1 revenue was $5.0 billion, down 15% YoY and 13% QoQ, with a record $13 billion of new orders; about $1.5 billion of shipments shifted to Q2 due to last-minute configuration upgrades.
- Q2 fiscal 2026 net sales are guided at $10 billion–$11 billion, and full-year revenue outlook has been raised to ≥$36 billion (from ≥$33 billion).
- Q1 non-GAAP gross margin was 9.5%, and Q2 margin is expected to decline by ~300 bps as the company ramps a mega-scale GB300 rack platform and invests in AI cluster engineering.
- The company has begun shipping its Data Center Building Block Solutions (DCBBS) to key customers; this infrastructure business targets >20% profit margins and underpins its data center total-solution strategy.
- Global capacity expansion is underway with new facilities in the US, Taiwan, Netherlands, Malaysia, and the Middle East, aiming to scale production to 6,000 racks/month (including 3,000 DLC racks) with 52 MW of power by year-end.
Nov 4, 2025, 10:00 PM
SMCI reports Q1 FY2026 results
SMCI
Earnings
Guidance Update
- SMCI reported Q1 FY2026 revenue of $5.018 billion, down 13% sequentially and 15% year-over-year.
- Q1 non-GAAP gross margin was 9.5%, and non-GAAP diluted EPS was $0.35; operating cash flow was negative $918 million.
- The company provided Q2 FY2026 guidance with revenue of $10.0–11.0 billion and non-GAAP EPS of $0.46–0.54.
- Full-year FY2026 revenue outlook is at least $36 billion.
- Management highlighted record order book growth and is expanding manufacturing capacity in Silicon Valley, APAC, and Malaysia.
Nov 4, 2025, 10:00 PM
Quarterly earnings call transcripts for Super Micro Computer.
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