Super Micro Computer (SMCI) Company Report

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.

3 days ago

Press Release

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

Transcript

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

Presentation

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

Transcript

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

Transcript

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

8-K

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

Press Release

Supermicro creates U.S. federal subsidiary to expand federal market

SMCI

New Projects/Investments

Super Micro Computer, Inc. launched Super Micro Federal LLC to accelerate its entrance into the U.S. federal market with domestically manufactured AI and data center solutions.
The new entity will provide full IT stack offerings—servers, storage, networking, and software—under its Data Center Building Block Solutions® framework tailored for government needs.
Manufacturing and validation will occur in Supermicro’s Silicon Valley facilities, enabling rapid customization and deployment of energy-efficient, high-performance systems for federal agencies.
The initiative reinforces Supermicro’s commitment to U.S. domestic manufacturing, supply chain localization, and job creation.

Oct 29, 2025, 1:05 PM

Press Release

Supermicro expands collaboration with NVIDIA

SMCI

Product Launch

Supermicro deepens partnership with NVIDIA to deliver next-gen NVIDIA Vera Rubin NVL144 and NVL144 CPX AI platforms in 2026, offering >3× AI attention acceleration vs. Blackwell Ultra.
Introduces TAA-compliant, U.S.-manufactured compact 2OU NVIDIA HGX B300 8-GPU system supporting up to 144 GPUs per rack.
Expands its government-focused AI portfolio with the Super AI Station (GB300-based deskside supercomputer) delivering >5× PFLOPS vs. traditional GPU workstations, alongside rack-scale NVIDIA GB200 NVL4 HPC solutions.
Announces availability of the ARS-121GL-NB2B-LCC NVL4 rack-scale platform for GPU-accelerated HPC and AI workloads, scalable to 128 GPUs in a 48U rack.

Oct 28, 2025, 6:30 PM

Press Release

Super Micro reports record-breaking STAC-M3 benchmark performance

SMCI

Super Micro Computer, in collaboration with Intel and Micron, achieved record-breaking results on the STAC-M3 quantitative trading benchmark, setting new world records on 19 of 24 Kanaga response-time tests and all 10 of 10 Kanaga 50 and 100 user benchmarks.
The test used a 12U configuration of six Supermicro Petascale 2U servers with Intel Xeon 6 CPUs, Micron 9550 NVMe SSDs, DDR5 memory, and KX kdb+ database, delivering a 36% faster compute-intensive benchmark with 62% fewer CPU cores and supporting 1.6 PiB of storage capacity.
Results demonstrate the ability to accelerate algorithm testing and increase the number of testable trading strategies, highlighting significant performance advantages for high-frequency trading firms.

Oct 28, 2025, 1:05 PM

Press Release

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