Supermicro — Supply Chain & Business Relationships

SAN JOSE, Calif. -- August 11, 2026 -- (BUSINESS WIRE) -- Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its fourth quarter and full fiscal year ended June 30, 2026. Fourth Quarter Fiscal Year 2026 Highlights

Show more from the filing

• Net sales of $11.1 billion versus $10.2 billion in Q3'26 and $5.8 billion in Q4'25. • Gross margin of 17.5% versus 9.9% in Q3'26 and 9.5% in Q4'25. • Net income of $1,178 million versus $483 million in Q3'26 and $195 million in Q4'25. • Diluted net income per common share of $1.62 versus $0.72 in Q3'26 and $0.31 in Q4'25. • Non-GAAP gross margin of 17.6% versus 9.6% in Q4'25. • Non-GAAP diluted net income per common share of $1.70 versus $0.41 in Q4'25. • Cash flow provided by operations for Q4'26 of $747 million and capital expenditures and investments of $25 million.

SAN JOSE, Calif. – July 21, 2026– BUSINESS WIRE -- Super Micro Computer, Inc.

Show more from the filing

(NASDAQ: SMCI) (“Supermicro” or the “Company”), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, featuring Data Center Building Block Solutions® (DCBBS), today is providing a preliminary business update for the fourth quarter of fiscal year 2026 (Q4’26), ended June 30, 2026, and schedules earnings call for August 11th at 5pm EST. • Revenues for the fourth quarter of fiscal year 2026 are estimated to be near the low end of our guidance of $11.0 billion to $12.5 billion. • GAAP and non-GAAP gross margins are estimated to be in the range of 15% to 17% which is significantly higher than our guidance of 8.2% to 8.4%, primarily due to a favorable customer and product mix. • Backlog rose to record levels at the end of fiscal 2026 with total new orders in excess of $60 billion received during the fourth quarter of fiscal 2026. These new orders are expected to be delivered over future quarters.

SAN JOSE, Calif. -- May 5, 2026 -- (BUSINESS WIRE) -- Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its third quarter of fiscal year 2026 ended March 31, 2026. Third Quarter Fiscal Year 2026 Highlights

Show more from the filing

• Net sales of $10.2 billion versus $12.7 billion in Q2'26 and $4.6 billion in Q3'25. • Gross margin of 9.9% versus 6.3% in Q2'26 and 9.6% in Q3'25. • Net income of $483 million versus $401 million in Q2'26 and $109 million in Q3'25. • Diluted net income per common share of $0.72 versus $0.60 in Q2'26 and $0.17 in Q3'25. • Non-GAAP gross margin of 10.1% versus 9.7% in Q3'25. • Non-GAAP diluted net income per common share of $0.84 versus $0.31 in Q3'25. • Cash flow used in operations for Q3'26 of $6.6 billion and capital expenditures and investments of $97 million. “Supermicro's transformation into a total datacenter infrastructure provider is accelerating," said Charles Liang, Founder, President and CEO of Supermicro. "Our margin recovery and the rapid growth of our DCBBS business demonstrate that our business remains robust.

SAN JOSE, Calif. -- February 3, 2026 -- (BUSINESS WIRE) -- Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its second quarter of fiscal year 2026 ended December 31, 2025. Second Quarter Fiscal Year 2026 Highlights

Show more from the filing

• Net sales of $12.7 billion versus $5.0 billion in Q1'26 and $5.7 billion in Q2'25 • Gross margin of 6.3% versus 9.3% in Q1'26 and 11.8% in Q2'25 • Net income of $401 million versus $168 million in Q1'26 and $321 million in Q2'25 • Diluted net income per common share of $0.60 versus $0.26 in Q1'26 and $0.51 in Q2'25 • Non-GAAP gross margin of 6.4% versus 11.9% in Q2'25 • Non-GAAP diluted net income per common share of $0.69 versus $0.59 in Q2'25

SAN JOSE, Calif. -- November 4, 2025 -- (BUSINESS WIRE) -- Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its first quarter of fiscal year 2026 ended September 30, 2025. First Quarter Fiscal Year 2026 Highlights

Show more from the filing

• Net sales of $5.0 billion versus $5.8 billion in Q4'25 and $5.9 billion in Q1'25 • Gross margin of 9.3% versus 9.5% in Q4'25 and 13.1% in Q1'25 • Net income of $168 million versus $195 million in Q4'25 and $424 million in Q1'25 • Diluted net income per common share of $0.26 versus $0.31 in Q4'25 and $0.67 in Q1'25 • Non-GAAP diluted net income per common share of $0.35 versus $0.73 in Q1'25 • Cash flow used by operations for Q1'26 of $918 million and capital expenditures of $32 million “Powered by DCBBS, Supermicro is expanding/transforming into a leading AI and datacenter infrastructure company, delivering total solutions that simplify deployment, accelerate time-to-market, and reduce TCO," said Charles Liang, Founder, President and CEO of Supermicro.

Receives Large New Orders and Sees Strong Demand for Blackwell Ultra SAN JOSE, Calif. – October 23, 2025 -- (BUSINESS WIRE) -- Super Micro Computer, Inc.

Show more from the filing

(Nasdaq: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today is providing a business update for the first quarter of fiscal year 2026 (Q1'26), ended September 30, 2025, and schedules earnings call for November 4 th at 5pm EST. • Recent design wins in excess of $12B, requesting delivery in the second quarter of fiscal year 2026 (Q2’26). Company will provide further updates on our upcoming earnings call on expected Q2'26 deliveries and revenues • Design win upgrades pushed some expected Q1'26 revenue to Q2'26, resulting in estimated revenue in Q1'26 of $5B versus $6B-$7B guidance • Seeing robust demand for Supermicro Nvidia GB300, B300, RTX Pro, AMD 355X LC, now starting to ship “Supermicro is seeing outstanding levels of customer engagements for newly released AI liquid cooled solutions along with numerous key customers ramping large, multi-quarter, volume deployments.” said Charles Liang, President and CEO of Supermicro.

SAN JOSE, Calif. -- August 5, 2025 -- (BUSINESS WIRE) -- Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its fourth quarter and full fiscal year ended June 30, 2025. Fourth Quarter Fiscal Year 2025 Highlights

Show more from the filing

• Net sales of $5.8 billion versus $4.6 billion in Q3'25 and $5.4 billion in Q4'24. • Gross margin of 9.5% versus 9.6% in Q3'25 and 10.2% in Q4'24. • Net income of $195 million versus $109 million in Q3'25 and $297 million in Q4'24. • Diluted net income per common share of $0.31 versus $0.17 in Q3'25 and $0.46 in Q4'24. • Non-GAAP diluted net income per common share of $0.41 versus $0.31 in Q3'25 and $0.54 in Q4'24. • Cash flow provided by operations for Q4'25 of $864 million and capital expenditures and investments of $79 million. “We made solid progress in FY25 by growing our AI solution leadership in Neoclouds, CSPs, Enterprises, and Sovereign entities, which fueled our 47% annual growth,” said Charles Liang, Founder, President and CEO of Supermicro.