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.
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6 questions for SMCI
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2 questions for SMCI
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2 questions for SMCI
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2 questions for SMCI
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1 question for SMCI
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MP
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1 question for SMCI
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1 question for SMCI
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Recent press releases and 8-K filings for SMCI.
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.
1 day ago
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.
2 days ago
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.
2 days ago
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
Super Micro announces Q1 FY2026 results
SMCI
Earnings
Guidance Update
New Projects/Investments
- Q1 fiscal 2026 revenue was $5.0 billion, down 15% year-over-year and 13% quarter-over-quarter; non-GAAP gross margin was 9.5% and non-GAAP EPS was $0.35.
- Record new orders exceeded $13 billion, including more than $13 billion in NVIDIA GB300 back orders—the largest deal in company history.
- Q2 guidance calls for $10 billion–$11 billion in revenue, and full-year fiscal 2026 outlook raised to at least $36 billion, driven by ramp of NVIDIA Blackwell Ultra and expansion of DCBBS solutions.
- Global production capacity expanded to support 6,000 racks/month (including 3,000 DLC racks) across facilities in the U.S., Taiwan, Malaysia, and Europe; Q1 closing inventory was $5.7 billion as the company prepares for a strong Q2.
Nov 4, 2025, 10:00 PM
Super Micro Computer reports Q1 FY 2026 results
SMCI
Earnings
Guidance Update
New Projects/Investments
- Q1 revenue was $5 billion, down 15% y/y and 13% q/q; non-GAAP gross margin was 9.5% and non-GAAP EPS was $0.35.
- Record new orders exceeded $13 billion, including NVIDIA Blackwell GB300 back orders of over $13 billion, underpinning strong AI GPU demand.
- Q2 guidance of $10 billion–$11 billion sales, GAAP EPS $0.37–$0.45, non-GAAP EPS $0.46–$0.54; FY 2026 sales outlook raised to at least $36 billion.
- Began shipping Data Center Building Block Solutions (DCBBS) to key customers and is expanding global production—6 000 racks/month capacity and 52 MW power across Taiwan, Netherlands, Malaysia, and soon the Middle East.
Nov 4, 2025, 10:00 PM
Supermicro announces Q1 FY2026 results
SMCI
Earnings
Guidance Update
- Supermicro reported Q1 FY2026 net sales of $5.0 billion, down from $5.9 billion in Q1’25, with a gross margin of 9.3% (vs. 13.1% in Q1’25).
- Q1 FY2026 net income was $168 million, or $0.26 diluted EPS, versus $424 million, or $0.67, in the prior-year quarter.
- As of September 30, 2025, the company held $4.2 billion in cash against $4.8 billion of debt; operating cash flow used was $918 million, with CapEx of $32 million in the quarter.
- Q2 FY2026 guidance calls for net sales of $10.0 billion–$11.0 billion, GAAP EPS of $0.37–$0.45, and full-year sales of at least $36.0 billion.
Nov 4, 2025, 9:08 PM
Supermicro reports Q1 FY2026 results
SMCI
Earnings
Guidance Update
- Net sales of $5.0 billion for Q1 FY2026, down from $5.8 billion in Q4’25 and $5.9 billion in Q1’25.
- Gross margin of 9.3% and net income of $168 million (diluted EPS $0.26).
- Non-GAAP diluted EPS of $0.35, excluding stock-based compensation adjustments.
- Cash and cash equivalents of $4.2 billion versus total debt of $4.8 billion as of September 30, 2025.
- Q2 FY2026 guidance of $10.0–$11.0 billion in net sales and full-year revenue expectation of at least $36 billion.
Nov 4, 2025, 9:05 PM
Quarterly earnings call transcripts for Super Micro Computer.
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