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Super Micro Computer Stock SMCI

Super Micro Computer Inc. · SEC filings · Reporting currency USD · Quarterly reporting · Figures as of Q4 FY2026 (Apr to Jun 2026) · updated 2026-10-18 · checked 2026-10-14 · ISIN US86800U3023 · WKN A40MRM

Super Micro Computer designs, manufactures, and sells high-performance server and storage solutions, server management software, and complete data center infrastructure systems. Super Micro Computer stock (SMCI): Quarterly and annual results since 2023 from Quarterly Report and SEC filings: revenue, earnings, balance sheet, cash flow and management guidance, every figure with its source. As of 08/2026, quarterly reporting. Stock analysis by NadirAlpha. Super Micro Computer stock (SMCI): listed on Nasdaq, WKN A40MRM. NadirAlpha has evaluated 53 original documents, cross-checked every figure automatically and linked each to its source; sources as of 08/2026. Revenue Q4 FY2026 (Apr to Jun 2026): USD 11.1 billion (+93% year on year). Latest reported (Q4 FY2026 (Apr to Jun 2026)): Backlog. Latest reading: Net debt to net cash, Operating income doubled, Net income doubled, Revenue decelerating, Margin expanding.

Net debt to net cash Operating income doubled Net income doubled Revenue decelerating Margin expanding

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Super Micro Computer Current Status

The current state of Super Micro Computer at a glance, figures as of Q4 FY2026, with core figures and the key management statements from the latest filing. NadirAlpha methodology

Assessment by NadirAlpha, as of Q4 FY2026 (Apr to Jun 2026).

Super Micro Computer reported Q4 FY2026 net sales of 11,119.8 million, up 93% from $5.8 billion in Q4 FY2025, with diluted EPS of 1.62 and operating income of 1,488.1 million 36 136. Super Micro Computer generated more than $60 billion in new orders over the past year and entered fiscal 2027 with a record backlog 36. Super Micro issued $1.4 billion in common stock and $4.2 billion in Mandatory Convertible Preferred Stock during FY2026 to fund its data center infrastructure expansion 36.
Management commentary on the FY2026 results (8-K-EX99.1, 2026-08-11):

“Our Total AI/IT Solutions strategy continues to deliver strong results, we added several hundred enterprise and other customers in the past year, generated more than $60 billion in new orders, and booked record backlog entering fiscal 2027. As demand accelerates, we are improving profitability through a richer enterprise customer mix and broader adoption of our optimized Data Center Building Block Solutions® (DCBBS) architecture. Combined with continued investment in technology leadership, manufacturing scale, and global compliance, we are enabling customers to deploy AI infrastructure faster and more efficiently.”

Charles Liang, Founder, President and CEO 36
Revenue · 2026-Q411,120$ million+93.2 % vs. 2025-Q4
Net profit · 2026-Q41,178$ million+503.6 % vs. 2025-Q4
EPS · 2026-Q41.62$+422.6 % vs. 2025-Q4
Revenue trend
Guidance
For FY2027, Super Micro Computer guides Revenue 65,000 to 72,000 $ million (initiated). 36 For 2027-Q1, Super Micro Computer guides Revenue 14,500 to 15,500 $ million (raised); EPS (GAAP) 0.89 to 0.98 $ (initiated); EPS (non-GAAP) 1.01 to 1.1 $ (initiated). 36
Profitability
Super Micro reported Q4 FY2026 net income of 1,178.2 million 136. Operating cash flow for the quarter was 747 million, with capital expenditures of 28.2 million and free cash flow of 718.7 million 136. For full-year FY2026, net income was 2,230.5 million compared to 1,048.9 million in FY2025, driven by fulfillment and shipment of orders to support data center deployments 37.
Leverage
As of June 30, 2026, Super Micro held cash of 7,521.5 million against a net cash position of 817.6 million 136. Total bank debt and convertible notes stood at $8.7 billion as of that date; during FY2026 the company entered a JP Morgan Revolving Credit Facility of $2,000.0 million, and its Taiwan subsidiary established credit lines totaling $1,765.0 million with various commercial banks 36 37. Financing activities provided $9,478.8 million in total during FY2026, of which $3,948.3 million came from lines of credit and term loans 37.
Management view
Super Micro advanced its transformation into a total data center infrastructure provider through Data Center Building Block Solutions (DCBBS), an integrated offering that scaled to more than ten key subsystems including coolant distribution units, power shelves, battery backup units, and data center management software during FY2026 37. Super Micro Computer introduced support for NVIDIA's Vera Rubin platform with DCBBS Blueprints designed to scale AI data centers from 5 megawatt to 1 gigawatt power envelope, with NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 systems planned for availability 37. Super Micro expanded its Silicon Valley operations through ongoing construction of a new business complex and additional property leases to support a DCBBS campus near its San Jose headquarters, and employed over 7,000 employees as of June 30, 2026 37.
Change
Super Micro's full-year FY2026 gross margin decreased to 10.8% from 11.1% in FY2025, primarily due to a competitive pricing strategy to gain market share, product and customer mix changes, and higher manufacturing expenses 37. Full-year FY2026 operating cash flow was -6,809.9 million compared to 1,659.5 million in the prior year, as inventory and accounts receivable expanded significantly to support revenue growth 37. Interest expense increased by $135.0 million (226.5%) during FY2026 due to amendments to existing convertible notes and new debt issuances, while the effective tax rate rose from 12.9% to 19.9% due to reduced stock-based compensation tax benefits and lower federal research credits 37.
Risks (current)
Super Micro faces customer concentration risk from large orders subject to intense competition and pricing pressure, as well as reliance on a limited number of suppliers for critical components; GPU and CPU availability affected product delivery timing and pricing during FY2026 37. January 2025 U.S. export control regulations imposed a worldwide authorization requirement for advanced computing products; while a May 2025 rescission was announced, future requirements remain uncertain, and the company was previously delinquent in certain SEC reporting obligations, having filed its FY2024 Form 10-K late 37. Super Micro disclosed a material weakness in internal control over financial reporting as of June 30, 2026, and the business is significantly dependent on Charles Liang as President, CEO, and Chairman with no succession plan in place 37.
New this reporting period
Super Micro deployed its next-generation Direct Liquid Cooling solution (DLC-2), engineered to reduce power consumption by up to 40% compared to air-cooled installations and decrease total cost of ownership by up to 20% 37. Super Micro Computer introduced systems supporting NVIDIA GB200 and GB300 NVL configurations in both air-cooled and liquid-cooled setups, alongside support for AMD Instinct MI350 series GPUs (MI350X and MI355X), AMD's Helios platform with a 72-GPU double-width rack-scale design, Intel Xeon 6 and Xeon 6+ processors, and Arm-based AGI CPU platforms in rackmount and multi-node form factors 37. Super Micro announced support for the NVIDIA Vera Rubin platform and DCBBS Blueprints for Vera Rubin NVL72 configurations targeting AI data center deployments from 5 megawatt to 1 gigawatt in scale, with availability planned 37.

Super Micro Computer Stock: Key Figures ($ million)

NadirAlpha shows fiscal years, half-years and quarters of Super Micro Computer one below the other, most recently Q4 FY2026; every figure is clickable and leads to raw value, location and source. NadirAlpha extracts all values automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original. NadirAlpha methodology

All figures serve only to support your own investment decision and are not a recommendation; the company's original reports are authoritative.

Revenue ($ million) · annual basis, as reported
Net income ($ million) · annual basis, as reported
EPS ($) · annual basis, as reported
Operating cash flow ($ million) · annual basis, as reported
Revenue ($ million) · quarterly basis, as reported
Net income ($ million) · quarterly basis, as reported
EPS ($) · quarterly basis, as reported
Operating cash flow ($ million) · quarterly basis, as reported
Cash ($ million) · annual basis, as reported
Debt ($ million) · annual basis, as reported
Net Debt ($ million) · annual basis, as reported
Capex ($ million) · annual basis, as reported
FCF ($ million) · annual basis, as reported
D&A ($ million) · annual basis, as reported
Cash ($ million) · quarterly basis, as reported
Debt ($ million) · quarterly basis, as reported
Net Debt ($ million) · quarterly basis, as reported
Capex ($ million) · quarterly basis, as reported
FCF ($ million) · quarterly basis, as reported
D&A ($ million) · quarterly basis, as reported
Shown: the most recent fiscal years. Full history since FY2016 is on record.

Fiscal years

Amounts in $ million · EPS in $ per share · as reported
Super Micro Computer stock: key figures on annual basis, FY2024 to FY2026, in $ million. Compiled by NadirAlpha from SEC filings.
PeriodCalendar quarterRevenueOp. incomeOp. income (adj.)Net incomeEPS ($)EBITDA (adj.)OCFSource
FY2026Q3/2025–Q2/202639,063.12,770.5–2,230.53.263,447.14-6,809.936
FY2025Q3/2024–Q2/202521,9721,253–1,048.91.68–1,659.527
FY2024Q3/2023–Q2/202414,989.31,210.81,493.91,152.71.92–-2,48617

Quarters

Amounts in $ million · EPS in $ per share · as reported
Super Micro Computer stock: key figures on quarterly basis, 2024-Q1 to 2026-Q4, in $ million. Compiled by NadirAlpha from SEC filings.
PeriodCalendar quarterPublishedRevenueOp. incomeOp. income (adj.)Net incomeEPS ($)EPS adj. ($)EBITDA (adj.)FCFCashNet DebtSource
2026-Q4*Q2/20262026-07-2111,119.81,488.1–1,178.21.62~–1,669.4718.77,521.5-817.635
2026-Q3*Q1/20262026-05-0510,243625.9–483.40.72–814.3-6,695.71,290.35,464.133
2026-Q2*Q4/20252026-02-0312,682.5474.3–400.60.600.68628.6-45.14,091.1765.331
2026-Q1*Q3/20252025-10-235,017.8182.3–168.30.260.36334.9-949.84,196.9553.628
2025-Q4*Q2/20252025-08-055,756.9228.4–195.20.31~–332.2840.95,169.9-449.726
2025-Q3*Q1/20252025-04-294,599.9146.8–108.80.170.31253.9594.12,536.1-86.823
2025-Q2*Q4/20242025-02-115,678368.6–320.60.510.60475.4-267.31,430270.6~19
2025-Q1*Q3/20242024-11-055,937.3509.2–424.30.670.74589.8364.62,088.7-389.5~18
2024-Q4*Q2/20242024-08-065,354.6288.5415.1297.20.46–387.2-661.81,669.8430.317
2024-Q3*Q1/20242024-04-303,850.1378.3434.4402.50.660.67454.7-1,606.52,115.5-1,948.315
2024-Q2*Q4/20232024-01-183,664.9371.5414.52960.510.57418.1-609.8725.7-35012
2024-Q1*Q3/20232023-11-012,119.7172.5229.91570.30–245.5267.8543.2-396.910
* derived: values with formula provenance (hover); Q4 = FY − 9M · H2 = FY − H1 · EPS via implied shares · net debt = financial debt − cash · FCF = OCF − |capex|.
EPS/EPS adj. before 2023-11-01 split-adjusted (÷10; stock split detected via implied diluted share count).

Super Micro Computer Balance Sheet & Cash Flow ($ million)

Point-in-time balance sheet items of Super Micro Computer (cash, financial debt) and cash flow items per fiscal year, half-year and quarter, derived values with their formula in the popover. NadirAlpha extracts all values automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original. NadirAlpha methodology

Fiscal years

Amounts in $ million · as reported
Super Micro Computer stock: balance sheet and cash flow on annual basis, FY2024 to FY2026, in $ million. Compiled by NadirAlpha from SEC filings.
PeriodCalendar quarterPublishedCashDebtNet DebtD&AOCFCapexFCFSource
FY2026Q3/2025–Q2/20262026-08-117,521.56,703.9-817.653-6,809.9162-6,971.936
FY2025Q3/2024–Q2/20252025-08-285,169.94,720.2-449.7411,659.5127.21,532.327
FY2024Q3/2023–Q2/20242025-02-251,669.82,100.1430.330.1-2,486124.3-2,610.320

Quarters

Amounts in $ million · as reported
Super Micro Computer stock: balance sheet and cash flow on quarterly basis, 2024-Q1 to 2026-Q4, in $ million. Compiled by NadirAlpha from SEC filings.
PeriodCalendar quarterPublishedCashDebtNet DebtD&AOCFCapexFCFSource
2026-Q4Q2/20262026-08-117,521.56,703.9-817.614.774728.2718.7136
2026-Q3Q1/20262026-05-051,290.36,754.45,464.113.5-6,615.480.3-6,695.733
2026-Q2Q4/20252026-02-034,091.14,856.4765.312.8-23.921.2-45.131
2026-Q1Q3/20252025-11-044,196.94,750.5553.612.1-917.532.3-949.829
2025-Q4Q2/20252026-08-115,169.94,720.2-449.711.6863.622.7840.9136
2025-Q3Q1/20252025-05-122,536.12,449.3-86.810.9626.832.7594.125
2025-Q2Q4/20242025-02-251,4301,700.6~270.6~9.5-239.827.5-267.320
2025-Q1Q3/20242025-02-252,088.71,699.2~-389.5~9408.944.3364.620
2024-Q4Q2/20242025-05-061,669.82,100.1430.38.2-647.814-661.824
2024-Q3Q1/20242024-05-062,115.5167.2-1,948.37.6-1,513.592.9-1,606.516
2024-Q2Q4/20232024-02-02725.7375.6-3507.3-595.114.7-609.814
2024-Q1Q3/20232023-11-01543.2146.2-396.97270.52.6267.810
Debt = long-term + current · Net debt = debt − cash · FCF = OCF − capex.

Super Micro Computer Guidance Tracking (latest per metric/period · 25/37)

What Super Micro Computer guided for Q4 FY2026 and beyond and whether the targets were met; ranges count as met when the actual lies within. NadirAlpha methodology

Actuals: revenue in $m · EPS in $ per share

Direction: cutinitiatedraised Verdict: beatin linemisspending

Super Micro Computer: guidance and actuals per metric and period, 37 entries. Compiled by NadirAlpha from SEC filings.
For periodGuided onMetricGuidedActualVerdictDirectionSource
FY20272026-08-11Revenue65,000–72,000–36
2027-Q12026-08-11Revenue14,500–15,500–36
2027-Q12026-08-11EPS (GAAP)0.89–0.98–36
2027-Q12026-08-11EPS (non-GAAP)1.01–1.1–36
2027-Q12026-07-21Gross margin (non-GAAP)15–17%–35
FY20262026-05-05Revenue38,900–40,40039,063.133
2026-Q42026-05-05Revenue11,000–12,50011,119.833
2026-Q42026-05-05EPS (GAAP)0.53–0.67––33
2026-Q42026-05-05EPS (non-GAAP)0.65–0.79––33
2026-Q32026-02-03Revenue12,30010,24331
2026-Q32026-02-03EPS (GAAP)0.520.7231
2026-Q32026-02-03EPS (non-GAAP)0.6––31
2026-Q22025-11-04Revenue10,000–11,00012,682.529
2026-Q22025-11-04EPS (GAAP)0.37–0.450.629
2026-Q22025-11-04EPS (non-GAAP)0.46–0.540.6829
FY20252025-05-06Revenue21,800–22,60021,97224
2025-Q42025-05-06Revenue5,600–6,4005,756.924
2025-Q42025-05-06EPS (GAAP)0.3–0.4––24
2025-Q42025-05-06EPS (non-GAAP)0.4–0.5––24
2025-Q32025-02-11Revenue5,600–5,7004,599.919
2025-Q32025-02-11EPS (GAAP)0.5–0.520.1719
2025-Q32025-02-11EPS (non-GAAP)0.58–0.60.3119
2025-Q12024-08-06Revenue6,000–7,0005,937.317
2025-Q12024-08-06EPS (GAAP)0.6–0.770.6717
2025-Q12024-08-06EPS (non-GAAP)0.67–0.830.7417
FY20242024-04-30Revenue14,700–15,10014,989.315
FY20242024-04-30EPS (GAAP)2.16–2.251.9215
FY20242024-04-30EPS (non-GAAP)23.29–24.09––15
2024-Q42024-04-30Revenue5,100–5,5005,354.615
2024-Q42024-04-30EPS (GAAP)7.2–8.050.46–15
2024-Q42024-04-30EPS (non-GAAP)7.62–8.42––15
2024-Q32024-01-29Revenue3,700–4,1003,850.113
2024-Q32024-01-29EPS (GAAP)0.48–0.560.6613
2024-Q32024-01-29EPS (non-GAAP)0.52–0.60.6713
2024-Q12023-08-08Revenue1,900–2,2002,119.78
2024-Q12023-08-08EPS (GAAP)0.2–0.280.38
2024-Q12023-08-08EPS (non-GAAP)2.75–3.5––8

Super Micro Computer Stock: Price & Chart

Price history of Super Micro Computer stock (SMCI) as a TradingView chart, loaded only after a click, alongside the trend of the key figures from the tables. NadirAlpha methodology

Daily candles with news and earnings markers. Loads only on click.

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Super Micro Computer Event Timeline

What happened at Super Micro Computer since 2023: events from the filings, grouped by quarter, with the source date and a clickable source number. NadirAlpha methodology

Overview: one dot per event · click jumps to the period
earningsrevenuemarginguidancestrategyfinancials2024-Q12024-Q22024-Q32024-Q42025-Q12025-Q22025-Q32025-Q42026-Q12026-Q22026-Q32026-Q4FY2026
2026 · 25 events

Strategic pivot 2026-08-31
Expanded transformation into total data center infrastructure provider through Data Center Building Block Solutions (DCBBS), scaling to more than ten key subsystems including coolant distribution units, power shelves, battery backup units, high-speed switching, and data center management software 37
Net income turned positive ◦ 2026-08-11
Net income increased to $2,230.5M in FY2026 from $1,048.9M in FY2025, with diluted EPS of $3.26 36, 37
Revenue accelerating ◦ 2026-08-11
Full-year net sales increased 77.8% to $39.1B from $22.0B in FY2025, driven by strong demand for Hyper Servers and GPU & Super Racks, particularly GB200 and GB300 systems 36, 37
Operating income doubled 2026-08-11
Operating income more than doubled YoY (1,253.0 to USD 2,770.5 million, +121%). 36
Net income doubled 2026-08-11
Net income more than doubled YoY (1,048.9 to USD 2,230.5 million, +113%). 36

Net debt to net cash 2026-08-31
Financing activities of $9,478.8M including equity offerings of $5,638.6M and $3,948.3M from lines of credit and term loans in Q4 FY2026 shifted the balance sheet from net debt of $3,369.0M at March 31, 2026 to net cash of $2,857.3M at June 30, 2026 37
revenue 2026-08-11
Q4 FY2026 net sales reached $11.1B, up 93% from $5.8B in Q4 FY2025 36
Operating income doubled 2026-08-11
Operating income more than doubled YoY (228.4 to USD 1,488.1 million, +552%). 136
Net income doubled 2026-08-11
Net income more than doubled YoY (195.2 to USD 1,178.2 million, +504%). 136
Revenue decelerating 2026-08-11
Revenue growth decelerated to +93.2% YoY (prior period +122.7%). 136
Margin expanding 2026-07-21
Q4 FY2026 gross margin reached 17.5%, well above the pre-release estimate range of 15-17% and original guidance of 8.2-8.4%, driven by favorable customer and product mix 35, 36

“Supermicro's transformation into a total datacenter infrastructure provider is accelerating. Our margin recovery and the rapid growth of our DCBBS business demonstrate that our business remains robust. With the addition of our new US manufacturing facilities in Silicon Valley, we are exceptionally well-positioned to meet the massive demand for various AI and enterprise verticals.”

Charles Liang, Founder, President and CEO 33
revenue 2026-05-11
Net sales increased 122.7% year-over-year to $10.2B in Q3 2026, driven by data center deployment orders and large design wins; AI GPU related product sales increased 150.5% year-over-year 34
earnings 2026-05-05
Net income increased 343% to $483M in Q3 2026 from $109M in Q3 2025, primarily due to higher net sales 33
Margin expanding 2026-05-05
Gross margin improved to 9.9% in Q3 2026 from 9.6% in Q3 2025 33
Operating income doubled 2026-05-05
Operating income more than doubled YoY (146.8 to USD 625.9 million, +326%). 33
Net income doubled 2026-05-05
Net income more than doubled YoY (108.8 to USD 483.4 million, +344%). 33

“With our leading AI server and storage technology foundation, strong customer engagements, and expanding global manufacturing footprint, we are scaling rapidly to support large AI and enterprise deployments while continuing to strengthen our operational and financial execution. Our DCBBS, Data Center Building Block Solutions, enable customers to scale faster, greener, and at lower cost, Supermicro is well positioned to capture the next wave of AI and IT infrastructure demand.”

Charles Liang, Founder, President and CEO 31
Revenue accelerating 2026-02-06
Net sales increased 123.4% to $12,682.5M in Q2 2026 from $5.7B in Q2 2025, primarily driven by AI GPU datacenter deployment orders including a large design win 32
Margin compressing 2026-02-06
Gross margin declined to 6.3% from 11.8% in Q2 2025, due to competitive pricing strategy, product mix changes, and increased tariff expenses of $142.0M in the quarter 32
Guidance raised 2026-02-03
FY2026 net sales guidance raised to at least $40.0B from the prior at-least-$36B level; Q3'26 net sales guidance set at at least $12.3B 31

“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. We see customer demand accelerating, and we are gaining AI share, reiterating revenue of at least $33B for FY 2026 with the expectation of delivering more.”

Charles Liang, President and CEO 28

“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. With a rapidly expanding order book, including more than $13B in Blackwell Ultra orders, we expect at least $36 billion in revenue for fiscal year 2026.”

Charles Liang, Founder, President and CEO 29
Revenue decelerating 2025-11-07
Net sales declined 15.5% to $5,017.8M from $5,937.3M in Q1 2025, primarily due to large customer orders received only in late September that prevented GPU and SuperRack products from shipping within the quarter 30
Margin compressing 2025-11-07
Gross margin declined to 9.3% from 13.1% in Q1 2025, primarily due to competitive pricing strategy to gain market share, changes in product and customer mix, and higher manufacturing expenses 30
Guidance initiated 2025-11-04
Full-year FY2026 net sales guidance initiated at at least $36B, with order book including more than $13B in Blackwell Ultra orders 29
Net cash to net debt 2025-11-04
Net debt position flipped (-449.7 to +USD 553.6 million vs 2025-Q4). 29
Operating income halved 2025-11-04
Operating income more than halved YoY (509.2 to USD 182.3 million, -64%). 29
Net income halved 2025-11-04
Net income more than halved YoY (424.3 to USD 168.3 million, -60%). 29
2025 · 21 events

“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. I'm especially excited about our new Datacenter Building Block Solutions (DCBBS), which offer exceptional value to customers seeking faster datacenter deployment and time-to-online advantages. With support from our expanding global operations that help mitigate tariffs and regional costs, combined with a growing enterprise customer base, AI product innovations, and robust DCBBS-powered total solutions, we're on track to grow more large-scale datacenter customers from four in FY25 to six to eight in FY26.”

Charles Liang, Founder, President and CEO 26
Revenue decelerating 2026-08-11
Revenue growth decelerated to +7.5% YoY (prior period +19.5%). 136
Net cash build 2026-08-11
Net cash position expanded to USD 449.7 million from USD 86.8 million in 2025-Q3 (+418%, derived from reported financial debt minus cash). 136
revenue 2025-08-05
Full fiscal year 2025 net sales reached $22.0 billion versus $15.0 billion in fiscal year 2024, representing 47% annual growth 26
Guidance initiated 2025-08-05
FY2026 full-year net sales guidance initiated at at least $33.0 billion; Q1 FY2026 guidance of $6.0-7.0 billion 26
New market 2025-08-05
Launched Datacenter Building Block Solutions (DCBBS) for integrated liquid-cooled AI factory deployment; management targets expansion from four large-scale datacenter customers in FY2025 to six to eight in FY2026 26

“We continue to make great progress with our DCBBS (Data Center Building Block Solution), DLC (Direct Liquid Cooled-2) and AI technology leadership, but some customers delayed making platform decisions in the quarter. We do expect many of those commitments to land in the June and September quarters, reinforcing my confidence in our ability to meet our long-term targets, however economic uncertainty and tariff impacts may have a short-term impact. We believe that we are well positioned in the long-term to capitalize on the growing market opportunity.”

Charles Liang, Founder, President, and CEO 24
Operating income halved 2025-05-12
Operating income more than halved YoY (378.3 to USD 146.8 million, -61%). 25
Net income halved 2025-05-12
Net income more than halved YoY (402.5 to USD 108.8 million, -73%). 25
Revenue decelerating 2025-05-12
Revenue growth decelerated to +19.5% YoY (prior period +54.9%). 25
Margin compressing 2025-05-06
Gross margin compressed to 9.6% from 11.8% in Q2 2025, driven by competitive pricing, higher inventory reserves on older-generation products, and expedite costs for new product time-to-market 24
Guidance cut 2025-05-06
Full-year FY2025 revenue guidance cut to $21.8-22.6 billion from $23.5-25.0 billion range 24
Strategic pivot 2025-05-06
All outstanding financial statements filed; company confirmed in compliance with all Nasdaq filing requirements 24

“With our leading direct-liquid cooling (DLC) technology and over 30% of new data centers expected to adopt it in the next 12 months, Supermicro is well positioned to grow AI infrastructure designs wins based on NVIDIA Blackwell and more. Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.”

Charles Liang, Founder, President and CEO 19
Margin compressing 2025-02-25
Gross margin decreased from 15.4% to 11.8% in Q2 2025 due to competitive pricing strategy, increased competition, and product/customer mix changes 22
Revenue decelerating 2025-02-25
Revenue growth decelerated to +54.9% YoY (prior period +180.1%). 20
Operating cash flow turned positive 2025-02-25
Operating cash flow turned positive on a half-year basis (2024-H2: -2,161.3 to 2025-H1: +USD 169.1 million, aggregated from reported quarters where needed). 20
Guidance cut 2025-02-11
FY2025 full-year revenue guidance cut to $23.5-25.0 billion from prior range of $26.0-30.0 billion 19
Strategic pivot 2025-02-11
Company received subpoenas from Department of Justice and SEC in late 2024 following short-seller report allegations from August 2024 19

Revenue accelerating 2025-02-25
Net sales increased 180.1% to $5.9 billion in Q1 FY2025, driven by strong demand for GPU servers and high-performance computing solutions 21
Margin compressing 2025-02-25
Gross margin declined to 13.1% from 16.7% due to competitive pricing strategy and product mix changes despite higher volumes 21
Operating income doubled 2025-02-25
Operating income more than doubled YoY (172.5 to USD 509.2 million, +195%). 20
Net income doubled 2025-02-25
Net income more than doubled YoY (157.0 to USD 424.3 million, +170%). 20
Strategic pivot 2024-11-05
Independent Special Committee investigation found no evidence of fraud or misconduct; remedial governance measures recommended 18
2024 · 19 events

“Supermicro continues to experience record demand of new AI infrastructures propelling fiscal 2024 revenue up 110% year over year to $14.9 billion and non-GAAP earnings per share up 87% to $22.09. We are well positioned to become the largest IT infrastructure company, driven by our technology leadership including rack-scale DLC liquid cooling and business values of our new Datacenter Building Block Solutions. The investments in Malaysia and Silicon Valley expansions will further strengthen our supply chain, security, and economies of scale necessary for the growing AI revolution.”

Charles Liang, President and CEO 17
Revenue decelerating 2025-05-06
Revenue growth decelerated to +145.1% YoY (prior period +200.0%). 126
Margin compressing 2024-08-06
Q4 FY2024 gross margin declined to 11.2% from 17.0% in Q4 FY2023, primarily due to product mix 17
Net cash to net debt 2024-08-06
FY2024 operating cash flow was negative $2.48 billion versus positive $663.6 million in FY2023, driven by working capital requirements; net balance sheet position moved from net cash to net debt of $27.9 million at fiscal year-end 17
Strategic pivot 2024-08-06
Board of Directors authorized a 10-for-1 forward stock split, with trading expected to commence on a split-adjusted basis on October 1, 2024 17

“We had yet another record quarter with fiscal Q3 revenue of $3.85 billion with non-GAAP EPS of $6.65 per share. This year-over-year revenue growth of 200% and year-over-year non-GAAP EPS growth of 308% was well above our industry peers. Strong demand for AI rack scale PnP solutions, along with our team's ability to develop innovative DLC designs, enabled us to expand our market leadership in AI infrastructure. As new solutions ramp, including fully production ready DLC, we expect to continue gaining market share. As such, we are raising our fiscal year 2024 revenue outlook from $14.3 to $14.7 billion to a new range of $14.7 to $15.1 billion.”

Charles Liang, President and CEO 15
Margin compressing 2024-05-06
Gross margin declined to 15.5% in Q3 2024 from 17.6% in Q3 2023 due to competitive pricing to win new design wins and product mix changes 16
Operating income doubled 2024-05-06
Operating income more than doubled YoY (99.1 to USD 378.3 million, +282%). 16
Net income doubled 2024-05-06
Net income more than doubled YoY (85.8 to USD 402.5 million, +369%). 16
Revenue accelerating 2024-04-30
Net sales increased 200% year-over-year to $3.85 billion, driven by strong demand for GPU servers, HPC, and rack-scale solutions 15
Guidance raised 2024-04-30
Full-year fiscal 2024 revenue guidance raised to $14.7-15.1 billion from prior guidance of $14.3-14.7 billion 15

“We continued to demonstrate our market leadership in fiscal Q2 2024, reporting record revenue results of $3.66B, year-over-year growth of 103%. While we continue to win new partners, our current end customers continue to demand more Supermicro's optimized AI computer platforms and rack-scale Total IT Solutions. As our innovative solutions continue to gain market share, we are raising our fiscal year 2024 revenue outlook to $14.3 billion to $14.7 billion.”

Charles Liang, President and CEO 13
Revenue accelerating 2024-01-29
Record net sales of $3.66 billion in Q2 FY2024, representing 103% year-over-year growth, driven by strong demand for AI and Total IT Solutions 13
Margin compressing 2024-01-29
Gross margin declined to 15.4% from 18.7% in the prior year quarter due to product and customer mix, partially offset by manufacturing efficiency 13
Guidance raised 2024-01-29
Full-year fiscal 2024 revenue guidance raised to $14.3-14.7 billion from prior guidance of $10.0-11.0 billion 13

“I am pleased to announce that we are off to a good start to fiscal 2024, achieving first quarter revenue of $2.12B. Our teams executed with passion and precision despite the ongoing GPU supply constraints. We are working diligently to meet these challenges and given my confidence in my team and the strong demand we are seeing for AI infrastructure and compelling new and upcoming compute and storage products we are now raising our fiscal year 2024 outlook to $10B, $11B in revenue.”

Charles Liang, President and CEO 10

“The key to success in technology is designing a company around people committed to work that they love”

Charles Liang, Founder, President, Chief Executive Officer, and Chairman of the Board 9
revenue 2023-11-03
Net sales increased 14.4% year-over-year to $2,119.7 million, driven by strong demand for GPU, HPC, and rack-scale solutions with higher average selling prices 11
Margin compressing 2023-11-03
Gross margin declined to 16.7% from 18.8% year-over-year due to product and customer mix, partially offset by improved freight costs and overhead capitalization 11
Revenue decelerating 2023-11-01
Revenue growth decelerated to +14.4% YoY (prior period +33.6%). 124
Net cash build 2023-11-01
Net cash position expanded to USD 396.9 million from USD 150.2 million in 2023-Q4 (+164%, derived from reported financial debt minus cash). 124
Guidance raised 2023-11-01
Full-year FY2024 revenue guidance raised to $10.0-11.0 billion following Q1 results 10
Margin expanding 2023-08-28
Full-year gross margin expanded to 18.0% from 15.4% in FY2022, driven by favorable product and customer mix and decreased logistics costs 9
financials 2023-08-28
Operating cash flow improved to $663.6M from negative $440.8M in FY2022; FY2023 year-end net cash position $270.3M 9, 117

Super Micro Computer Business Model

How Super Micro Computer (SMCI) makes its money, summarised from the filings up to Q4 FY2026, neutral and without forecast. NadirAlpha methodology

Super Micro Computer designs, manufactures, and sells high-performance server and storage solutions, server management software, and complete data center infrastructure systems. Revenue is generated primarily through the sale of server hardware, including Hyper Servers, GPU-accelerated rack systems (such as GB200 and GB300 NVL series), and storage platforms, to enterprise, hyperscale, and cloud customers globally, with systems available in both air-cooled and liquid-cooled configurations. The company's Data Center Building Block Solutions (DCBBS) architecture bundles validated components and subsystems, including coolant distribution units, power shelves, battery backup, high-speed switching, and data center management software, into modular, scalable AI infrastructure offerings designed to range from single-server deployments to gigawatt-scale data centers. Super Micro competes on performance-per-watt efficiency, customization depth, and time-to-market, manufacturing primarily in the United States with additional operations in the Netherlands and Taiwan; certain components are sourced from related-party manufacturers Ablecom and Compuware, which together represented 2.1% of cost of sales in FY2026 37.

Super Micro Computer Stock: Share-Price Drivers

Factors Super Micro Computer itself names as material for its business development, reproduced neutrally, without price forecast and without assessment of our own. NadirAlpha methodology

AI-optimized server and storage systems built around leading GPU and accelerator platforms
Server and storage systems is Super Micro's dominant revenue line, which the company reports up 50.2% in FY2025 (27), and group revenue reached 11,119.8 million in the latest quarter (136).
NVIDIA GPU platform adoption (Hopper H100/H200, Blackwell and Blackwell Ultra, GB200/GB300)
Super Micro ships GB300 NVL72, GB200 NVL72 and HGX B300 and B200 systems in air-cooled and liquid-cooled configurations (37) and reports Blackwell Ultra orders (29); planned support for the NVIDIA Vera Rubin platform extends the roadmap (37).
Direct liquid cooling (DLC-2)
Super Micro Computer launched its DLC-2 direct liquid cooling solution and added GB300, B300 and AMD 355X liquid-cooled solutions (37, 28), pointing to growing traction for liquid-cooled rack-scale systems.
Data Center Building Block Solutions (DCBBS)
Super Micro introduced DCBBS and is expanding the architecture, including planned blueprints for NVIDIA Vera Rubin platforms (37, 36).
Geographic expansion in Asia and Europe
Super Micro reports Asia revenue up 88.6% and Europe up 110.7% in FY2025 (27), faster than the United States at 28.1% (27).
Multi-vendor silicon support (Intel Xeon 6, AMD EPYC and Instinct MI350, Arm)
Super Micro Computer added support for Intel Xeon 6 and 6+ processors, AMD EPYC processors with Instinct MI350 series GPUs and the AMD Helios platform, plus Arm-based rack-scale systems (37).
Subsystems and accessories
Super Micro reports subsystems and accessories revenue down 17.9% in FY2025, the only segment to contract while server and storage systems grew (27).

Sector trend: Super Micro's reported KPIs point to accelerating demand for AI infrastructure, with group revenue of 11,119.8 million and operating income of 1,488.1 million in the latest quarter (136) and profitability trending higher. The strongest traction is in AI server and liquid-cooling systems tied to NVIDIA and AMD accelerators, while the direction of forward guidance was not disclosed.

Super Micro Computer Revenue by Type (as of 2026-Q4 · USD million · 6/6)

The segments of Super Micro Computer in the company's own definition, each row with its basis (3, 6 or 12 months), rows in grey are no longer reported separately. NadirAlpha methodology

Super Micro Computer: revenue by segment, as of 2026-Q4, in USD million. Compiled by NadirAlpha from SEC filings.
SegmentSinceRevenueGrowthSource
Period FY2025 (12M?)
United States2023-Q313,052.628.1%27
Period FY2025 (12M)
Server and storage systems2023-Q321,311.650.2%27
Asia2023-Q35,494.188.6%27
Europe2023-Q32,727110.7%27
Others2023-Q3698.317.3%27
Subsystems and accessories2023-Q3660.4-17.9%27

Super Micro Computer Products & announcements (27/43 active+recent)

43 product announcements of Super Micro Computer since 2023, grouped by year; active means still mentioned in the most recent reports, nothing is deleted. NadirAlpha methodology

Status: LaunchedPlanned

Super Micro Computer: product announcements from the filings, 43 entries. Compiled by NadirAlpha from SEC filings.
Product/LineSinceStatusSource
2026
New US manufacturing facilities in Silicon Valley2026-0533
Nvidia B300 liquid-cooled solutions (3×)2026-0328
Blackwell Ultra orders2026-0329
AMD 355X LC liquid-cooled solutions2026-0328
NVIDIA Vera Rubin platform support and NVIDIA Vera Rubin NVL72 and NVIDIA HGX Rubin NVL8 systems202637
NVIDIA GB300 NVL72, GB200 NVL72, and HGX B300 and B200 systems in air-cooled and liquid-cooled configurations202637
NVIDIA Blackwell and Blackwell Ultra generation platform support202637
Liquid-cooled servers202637
Intel Xeon 6 and Intel Xeon 6+ processors support (2×)202627
Hyper Servers202637
GB300 systems202637
GB200 systems202637
Edge and internet of things portfolio expansion202637
DLC-2 Direct Liquid Cooling solution (2×)202627
DCBBS Blueprints for NVIDIA Vera Rubin platforms202637
Arm-based platforms and additional Open Compute Project ORv3-compliant systems202637
Arm AGI CPUs support with air-cooled dual-socket 2U and 5U GPU-optimized rackmount servers202637
Arm AGI CPUs liquid-cooled multi-node solution for rack-scale agentic AI deployments202637
AMD Helios platform support with 72-GPU double-width rack-scale system202637
AMD EPYC processors and AMD Instinct MI350 series GPUs (MI350X and MI355X) support202637
2025
Datacenter Building Block Solutions (DCBBS) (4x)2025-0927
DLC (Direct Liquid Cooled-2) technology advancement2025-0924
NVIDIA Hopper and Blackwell compatible products202527
H200 systems202537
H100 systems202537
B200 systems202537
2024
AI-optimized storage solution for training workloads (3x)202427
GPU servers, HPC, and rack-scale solutions with liquid cooling adoption2024-0916
Forward stock split 10-for-12024-0920
Master Colocation Service Agreement (MCSA) data center space lease2024-0627
New edge and IoT systems for low-powered environments202420
Expanded liquid cooling solutions including external cooling towers and more powerful CDUs202420
AI portfolio supporting NVIDIA Hopper (H100/H200) and Blackwell (GB200/B200) platforms202420
100+ products supporting Intel 5th Gen Xeon and Intel Xeon 6 processors202420
2023
AMD Genoa data center CPU product support2023-129
New generation product lines transition2023-094
New generation product lines for AI applications2023-095
GPU clusters deployment2023-095
High-density petascale all-flash NVMe server family with EDSFF form factor2023-039
GPU systems portfolio supporting NVIDIA H100 GPUs2023-039
HSBC Taiwan facility letter2023-026
Sapphire Rapids data center CPU portfolio20239
2022
E.SUN Bank credit facility2022-086

Super Micro Computer Transactions & Events (7)

7 transactions and events of Super Micro Computer from the original reports, financing measures and management changes are not listed here, cancelled items in grey. NadirAlpha methodology

Acquisitions · 5Partnerships/contracts · 1Divestitures/exits · 1
2023202420252026

Acquisitions by Super Micro Computer

Super Micro Computer: Acquisitions, 5 entries. Compiled by NadirAlpha from SEC filings.
Transaction / stakeDateTypeSource
2024
San Jose real estate acquisition (2x)2024-01Completed16
2023
Common Stock Public Offering2023-12Completed20
Leadtek investment by Ablecom and Compuware (2x)2023-10Completed27
Malaysia manufacturing facility expansion (3x)2023-01Completed27
Malaysia land acquisition2023-01Completed14

Divestitures and exits by Super Micro Computer

Super Micro Computer: Divestitures / exits, 1 entries. Compiled by NadirAlpha from SEC filings.
Transaction / stakeDateTypeSource
2026
Corporate Venture divestiture2026Divested37

Partnerships and contracts of Super Micro Computer

Super Micro Computer: Partnerships & contracts, 1 entries. Compiled by NadirAlpha from SEC filings.
Transaction / stakeDateTypeSource
2024
Master Colocation Services Agreement for 21 MW data center in Vernon, California2024-06Agreement20

Super Micro Computer Risks (77 since the annual report of 2026-08-31, 227 tracked in total)

Which risks Super Micro Computer has named since the annual report, company-specific first, generic standard risks in the expandable part; first mention refers to the document base from 2023. NadirAlpha methodology

Category: RegulatoryMacroFinancialCyberCustomersSupply chainPeopleLegalGeopoliticsMarketTechnologyCompetitionOperationsStrategy

Super Micro Computer: risk factors as reported, 77 since the last annual report, 227 tracked. Compiled by NadirAlpha from SEC filings.
RiskCategoryLast reported
Super Micro Computer: first mention in 8-K-EX99.1 earnings release of 2026-07-21 (2026-Q4), source 35
Independent board review of certain transactions related to alleged export-control issues ongoing=
Super Micro Computer: first mention in 8-K-EX99.1 earnings release of 2026-02-03 (2026-Q2), source 31
Adverse economic conditions and increased tariffs could affect business2026-Q4
2026-07-21 35
Super Micro Computer: first mention in 8-K-EX99.1 earnings release of 2023-01-31 (2023-Q2), source 2
Quarterly operating results may fluctuate unpredictably2026-Q4
2026-07-21 35
Super Micro Computer: first mention in 10-K annual report of 2026-08-31 (FY2026), source 37
Workforce unauthorized use of AI tools risks data exposure and IP violations=
Malaysia tax exemption incentive approval uncertain; potential effective tax rate increase=
Operating cash flow negative $(6,809.9) million due to increased inventory and receivables supporting rapid revenue growth; liquidity dependent on financing facilities.=
Large customer orders subject to intense competition and pricing pressure; concentration may create fluctuations in results of operations.=
Significant reliance on related parties Ablecom and Compuware for contract manufacturing and warehousing; facility disruption could impede order fulfillment.=
$379.2 million financial obligation for Master Colocation Service Agreement through lease term=
GPU and CPU availability affected product delivery timing and pricing during FY2026=
Rely on limited number of suppliers for certain critical components; supplier loss or failure could significantly decrease revenues and margins.=
Tariff expenses increased significantly by $237.7 million in fiscal 2026 due to new trade policies; ongoing trade policy uncertainty.=
Business depends on Charles Liang as President, CEO and Chairman; no succession plan in place for his replacement.=
Prior SEC reporting delinquencies create ongoing compliance and reputational risks=
March 2026 indictment of three former associates for alleged export control violations=
SEC subpoena requesting documents on certain customers and internal controls=
January 2025 U.S. export control regulations imposed worldwide authorization requirement for advanced computing products; May 2025 rescission announced with uncertain future requirements.=
January 2025 export control revisions impose per-country product allocation limits=
Material weakness in internal control over financial reporting as of June 30, 2026=
Previously delinquent in certain SEC reporting obligations; filed late Form 10-K for FY2024 and Form 10-Q for Q2/Q3 FY2025.=
Malaysian tax incentive program qualification dependent on minimum eligible investment threshold by December 16, 2026; failure to meet threshold would increase effective tax rate.=
Subject to ongoing cyber-attacks including hacking, malware, ransomware; AI-enabled attacks may increase frequency and effectiveness.=
Complex and evolving data protection regulations including GDPR and CCPA increase compliance complexity and costs.=
Third-party service providers may suffer security breaches; inconsistent screening of contractors or vendors could increase unauthorized access risk.=
May be unable to secure additional financing on favorable terms; future equity issuances could dilute stockholders.=
Increased cybersecurity risks and potential supply chain disruptions due to Russia-Ukraine conflict.=
Regional conflicts and geopolitical instability disrupt global supply chain operations=
Subject to risks from inflation and increasing market prices of components, supplies, and commodity raw materials.=
Failure to meet evolving needs of industry and markets may adversely impact financial results.=
Delayed filing of fiscal year 2024 Form 10-K and ongoing compliance investments affecting audit and legal costs.=
Various lawsuits, stockholder actions, regulatory inquiries and investigations ongoing=
Evolving AI regulatory framework creates compliance uncertainty and potential business disruption=
Compliance with evolving governmental regulations including IP, taxes, trade, data privacy, competition and environmental requirements increases costs.=
Foreign Corrupt Practices Act and anti-bribery laws apply to international operations=
AI industry involvement presents significant risks and uncertainties; use of AI by workforce may present business risks.=
AI industry involves significant risks and uncertainties; market not fully established=
Increasing product complexity and manufacturing investments for next-generation servers and GPU systems requiring ongoing capital expenditures.=
Must manage product and software lifecycles to maintain customer satisfaction as technology rapidly changes.=
Intensified competition from Asia-based competitors leading to pricing pressure=
Pricing pressures and rapid technological change; competitors with greater resources=
Must continuously innovate and control product costs to maintain competitive position.=
Super Micro Computer: first mention in 8-K-EX99.1 earnings release of 2026-08-11 (FY2026), source 36
Company may face liquidity constraints given rapid growth and working capital requirements.=
Super Micro Computer: first mention in 10-Q quarterly report of 2026-05-11 (2026-Q3), source 34
U.S. Attorney unsealed March 2026 indictment of three individuals for alleged export control violations; Company cooperating but not named defendant=
August 2024 short seller report and March 2026 indictment contributed to stock volatility and reputational damage=
Super Micro Computer: first mention in 8-K-EX99.1 earnings release of 2026-05-05 (2026-Q3), source 33
Board conducting independent review of export-control related transactions=
Super Micro Computer: first mention in 10-Q quarterly report of 2025-11-07 (2026-Q1), source 30
Inflation, interest rates, tariffs, and geopolitical developments impact demand and costsFY2026
2026-08-31 37
Super Micro Computer: first mention in 10-K annual report of 2025-08-28 (FY2025), source 27
Outstanding convertible debt of $4,725.0 million with amendment amendments affecting interest expense; additional term loan and revolving credit obligations of $4,056.1 million.FY2026
2026-08-31 37
Previously delinquent SEC reporting obligations and ongoing regulatory examinations.=
Special Committee investigation resulted in significant professional and service fees for accounting, audit, tax, legal and advisory services.=
Operating results fluctuate due to factors including spending patterns, contractual obligations, payment terms, and vendor requirements.FY2026
2026-08-31 37
Weak macroeconomic conditions, inflation, recessions may cause customers to cancel orders or delay purchases.FY2026
2026-08-31 37
Highly competitive market for skilled workers; labor costs drive up cash and stock-based compensation expenses.FY2026
2026-08-31 37
Subject to various lawsuits and legal proceedings which could result in substantial costs or required business practice changes.FY2026
2026-08-31 37
Compliance risk with Foreign Corrupt Practices Act and trade control laws.=
Super Micro Computer: first mention in 8-K-EX99.1 earnings release of 2025-08-05 (2025-Q4), source 26
Forward-looking statements subject to variety of risks and uncertainties that could cause actual results to differ materially.=
Super Micro Computer: first mention in 8-K-EX99.1 earnings release of 2025-05-06 (2025-Q3), source 24
SEC filings and regulatory compliance matters=
Super Micro Computer: first mention in 10-Q quarterly report of 2025-02-25 (2025-Q2), source 22
Certain components available from limited suppliers; supply chain interruptions possibleFY2026
2026-08-31 37
Super Micro Computer: first mention in 10-K annual report of 2025-02-25 (FY2024), source 20
$8.7 billion consolidated indebtedness as of June 30, 2026 including convertible notesFY2026
2026-08-31 37
Escalating US-China trade tensions restrict GPU and AI product exports to ChinaFY2026
2026-08-31 37
Supply constraints of certain components have resulted in growth of inventory; unable to enter long-term supply contracts for all critical materials.FY2026
2026-08-31 37
Climate change impacts facility operations and supply chain; sustainability regulation costsFY2026
2026-08-31 37
Super Micro Computer: first mention in 8-K-EX99.1 earnings release of 2025-02-11 (2025-Q2), source 19
Subpoenas from DOJ and SEC following short seller allegations in August 2024=
Super Micro Computer: first mention in 8-K-EX99.1 earnings release of 2024-11-05 (2025-Q1), source 18
Pending Special Committee full report may reveal adjustments to reported financial results=
Super Micro Computer: first mention in 10-Q quarterly report of 2024-05-06 (2024-Q3), source 16
Conversion of convertible notes and mandatory preferred stock may dilute common shareholdersFY2026
2026-08-31 37
Super Micro Computer: first mention in 10-Q quarterly report of 2023-11-03 (2024-Q1), source 11
Significant reliance on related-party suppliers Ablecom and Compuware; purchases represent 4.3% of cost of sales and growing.FY2026
2026-08-31 37
Super Micro Computer: first mention in 10-K annual report of 2023-08-28 (FY2023), source 9
Prices of GPUs, server boards, chassis, CPUs, memory, hard drives and SSDs are volatile; supply constraints for components may affect delivery and pricing.FY2026
2026-08-31 37
Conflicts of interest may arise with related parties Ablecom and Compuware; may not negotiate terms as aggressively as with unrelated parties.FY2026
2026-08-31 37
Board conducting independent review of export-control transactions; outcome could affect forecasts and results.FY2026
2026-08-11 36
Multiple subpoenas from BIS regarding export compliance and restricted customer transactionsFY2026
2026-08-31 37
Average sales prices for server solutions could decline if customers do not purchase latest generation products.FY2026
2026-08-11 36
Costly IP protection and potential inability to enforce patent rights against competitors.FY2025
2025-08-28 27
Complex and evolving privacy laws including GDPR, LGPD, APPI, CCPA create compliance burdenFY2026
2026-08-31 37
Super Micro Computer: first mention in 10-Q quarterly report of 2023-02-03 (2023-Q2), source 3
Securities litigation and derivative suits filed against Company related to filing delays2025-Q2
2025-02-11 19
Exposure to foreign currency exchange fluctuations in Netherlands, Taiwan, and Malaysia operations; limited historical impact but ongoing risk.FY2026
2026-08-31 37
Super Micro Computer: first mention in 8-K-EX99.1 earnings release of 2023-01-31 (2023-Q2), source 2
Large design wins from few customers driving significant revenue growth; concentrated customer base creates revenue dependency risk.FY2026
2026-08-31 37
Adverse economic conditions could affect business including increased tariffs.FY2026
2026-08-11 36
Failure to meet publicly announced financial guidance or expectations could cause stock price to decline.FY2026
2026-08-31 37
= last mention identical with the first mention (same source)

Super Micro Computer Reported KPIs (as disclosed) (280)

The story KPIs of Super Micro Computer that standard databases usually miss, grouped by publication, most recent first, with source number. NadirAlpha methodology

Company-specific KPIs verbatim from the filings (English, as disclosed; not normalised). Balance-sheet and boilerplate items filtered.
Super Micro Computer: reported KPIs as disclosed, 280 entries. Compiled by NadirAlpha from SEC filings.
KPIValue / changeSource
Super Micro Computer, published 2026-08-31, period FY2026
Operating expenses growth23.8%37
Net sales growth77.8%37
Gross margin10.8%37
Gross margin11.1%37
Cash and cash equivalents held in foreign locations$870.537
Cash and cash equivalents$7,521.537
Super Micro Computer, published 2026-08-11, period FY2026
Total stockholders' equity$14,479,61636
Total liabilities$15,465,85136
Total current liabilities$7,160,10636
Total current assets$27,726,25236
Total assets$29,945,46736
Order backlogrecord backlog entering fiscal 202736
New ordersmore than $60 billion36
Lines of credit and term loans, current$2,039,77436
convertible notes$4,664,13936
cash flow from operations(6,809,886)36
cash and cash equivalents$7,521,47436
Super Micro Computer, published 2026-07-21, period 2026-Q4
Backlogrecord levels35
Super Micro Computer, published 2026-05-11, period 2026-Q3
Total operating expenses$392.8 million34
Total operating expenses$293.4 million34
Total operating expenses$1,002.2 million34
Total operating expenses$861.2 million34
Stock-based compensation expense$305.6 million34
Sales and marketing$89.5 million34
Sales and marketing$60.0 million34
Sales and marketing$210.5 million34
Sales and marketing$208.4 million34
Research and development$215.7 million34
Research and development$162.9 million34
Research and development$569.7 million34
Research and development$453.3 million34
Purchases of property, plant, and equipment$133.8 million34
Payment for withholding taxes related to settlement of equity awards$102.4 million34
Outstanding principal indebtedness under credit facilities$4,113.7 million34
Other income (expense), net$4.2 million34
Other income (expense), net$(33.0) million34
Other income (expense), net$4.3 million34
Other income (expense), net$(29.5) million34
Net sales$10,243.0 million34
Net sales$4,599.9 million34
Net sales$27,943.3 million34
Net sales$16,215.1 million34
Net proceeds from lines of credit and term loans$4,010.2 million34
Net increase in cash, cash equivalents and restricted cash$866.8 million34
Net decrease in cash, cash equivalents and restricted cash$(3,832.4) million34
Net cash used in operating activities$(7,556.8) million34
Net cash used in investing activities$(175.8) million34
Net cash used in investing activities$(104.5) million34
Net cash provided by operating activities$795.9 million34
Net cash provided by financing activities$3,906.8 million34
Net cash provided by financing activities$174.6 million34
Long-term obligation - Operating leases$345.4 million34
Long-term obligation - Long-term debt$2,018.7 million34
Investments in equity securities$42.0 million34
Interest income$45.4 million34
Interest income$14.7 million34
Interest income$147.8 million34
Interest income$31.4 million34
Interest expense$(64.5) million34
Interest expense$(13.4) million34
Interest expense$(114.8) million34
Interest expense$(37.3) million34
Income from operations$625.9 million34
Income from operations$146.8 million34
Income from operations$1,282.4 million34
Income from operations$1,024.6 million34
Gross margin9.9%34
Gross margin9.6%34
Gross margin8.2%34
Gross margin11.6%34
General and administrative$87.6 million34
General and administrative$70.5 million34
General and administrative$222.0 million34
General and administrative$199.5 million34
Effective tax rate(20.8)%34
Effective tax rate(5.1)%34
Effective tax rate(20.2)%34
Effective tax rate(13.9)%34
Effect of exchange rate fluctuations on cash$(6.6) million34
Effect of exchange rate fluctuations on cash$0.8 million34
Depreciation and amortization expense$39.0 million34
Current obligations - Non-cancelable purchase commitments$10.1 billion34
Current obligation - Operating leases$32.7 million34
Current obligation - Long-term debt$2,095.1 million34
Convertible debt obligation$4,725.0 million34
Cash and cash equivalents held in foreign locations$617.3 million34
Cash and cash equivalents held in foreign locations$607.2 million34
Cash and cash equivalents$1.3 billion34
Cash and cash equivalents$5.2 billion34
Super Micro Computer, published 2026-05-05, period 2026-Q3
Total bank debt and convertible notes8.8 billion33
cash and cash equivalents1.3 billion33
Super Micro Computer, published 2026-02-06, period 2026-Q2
Operating margin3.8%32
Net income per diluted share$0.6032
Gross margin6.3%32
Super Micro Computer, published 2026-02-03, period 2026-Q2
Total bank debt and convertible notes$4.9 billion31
Cash and cash equivalents$4.1 billion31
Super Micro Computer, published 2025-11-07, period 2026-Q1
cash and cash equivalents foreign$974.2 million30
cash and cash equivalents$4.2 billion30
Super Micro Computer, published 2025-11-04, period 2026-Q1
Total bank debt and convertible notes$4.8 billion29
cash and cash equivalents$4.2 billion29
Adjusted EBITDA % of net sales6.7%29
Super Micro Computer, published 2025-10-23, period 2026-Q1
design winsin excess of $12B28
Super Micro Computer, published 2025-08-28, period FY2025
share-based compensation expense314.527
purchases of property, plant & equipment127.227
outstanding principal indebtedness credit facilities112.527
operating margin5.7%27
operating margin8.1%27
operating margin10.7%27
non-cancelable purchase commitments160027
net purchases of non-marketable equity securities56.027
net income per diluted share1.6827
net income per diluted share1.9227
long-term operating lease obligation280.427
long-term debt obligation37.427
issuance 2030 convertible notes2256.027
issuance 2028 convertible notes683.727
gross margin11.1%27
gross margin13.8%27
gross margin18.0%27
Depreciation and amortization expense58.327
Data center lease payment expected117.727
Current operating lease obligation21.227
Current long-term debt obligation75.127
Convertible debt obligation4725.027
Common stock repurchase200.027
cash and cash equivalents foreign607.227
cash and cash equivalents5169.927
Capex guidance low180.027
Capex guidance high200.027
Super Micro Computer, published 2025-08-05, period 2025-Q4
Total bank debt and convertible notes$4.8 billion26
Cash and cash equivalents$5.2 billion26
Super Micro Computer, published 2025-05-12, period 2025-Q3
Net sales$4,599.9 million25
Net sales$3,850.1 million25
Net sales 9M$16,215.1 million25
Net sales 9M$9,634.7 million25
Net income$108.8 million25
Net income$402.5 million25
Net income 9M$853.7 million25
Net income 9M$855.4 million25
Operating income$146.8 million25
Operating income$378.3 million25
Operating income 9M$1,024.6 million25
Operating income 9M$922.3 million25
Gross profit$440.2 million25
Gross profit$597.4 million25
Gross profit 9M ended Mar 31$1,885.8 million25
Gross profit 9M ended Mar 31$1,515.4 million25
Foreign cash Mar 31$728.1 million25
Foreign cash Jun 30$337.3 million25
Cash and cash equivalents Mar 31$2.5 billion25
Cash and cash equivalents Jun 30$1.7 billion25
Super Micro Computer, published 2025-05-06, period 2025-Q3
Total cash and cash equivalents2.54 billion24
Total bank debt and convertible notes2.49 billion24
Non-GAAP gross margin9.7%24
Adjusted EBITDA % of net sales5.6%24
Super Micro Computer, published 2025-02-25, period FY2024
Operating cash flow$(2,486.0) million20
Net increase in cash$1,229.3 million20
Net income$1,152.7 million20
investing cash flow$(194.2) million20
financing cash flow$3,911.7 million20
cash and cash equivalents$1,669.8 million20
Super Micro Computer, published 2025-02-25, period 2025-Q2
Net income 6M744.9 million22
Net income320.6 million22
Operating margin8.6%21
Gross margin13.1%21
Effective tax rate15.0%21
Cash and cash equivalents2.1 billion21
Super Micro Computer, published 2025-02-11, period 2025-Q2
Total debt$1.9 billion19
Total cash and cash equivalents$1.4 billion19
Convertible notes$1.7 billion19
Bank debt$0.2 billion19
Super Micro Computer, published 2024-11-05, period 2025-Q1
Total debtapproximately 2.3 billion18
Convertible notesapproximately 1.7 billion18
Cash and cash equivalentsapproximately 2.1 billion18
Bank debtapproximately 0.6 billion18
Super Micro Computer, published 2024-08-06, period FY2024
Total bank debt and convertible notes$2,174 million17
Non-GAAP gross margin11.3%17
Gross margin11.2%17
Cash and cash equivalents$1,670 million17
Super Micro Computer, published 2024-05-06, period 2024-Q3
United States net sales2,685.216
United States net sales785.516
United States net sales6,910.316
United States net sales3,172.516
Total operating expenses219.116
Total operating expenses127.316
Total operating expenses593.116
Total operating expenses376.916
Subsystems and accessories151.616
Subsystems and accessories119.616
Subsystems and accessories534.016
Subsystems and accessories400.916
Share of income from equity investee, net of taxes0.416
Share of income from equity investee, net of taxes-1.016
Share of income from equity investee, net of taxes2.316
Share of income from equity investee, net of taxes-3.316
Server and storage systems3,698.516
Server and storage systems1,163.716
Server and storage systems9,100.716
Server and storage systems4,537.716
Sales and marketing49.716
Sales and marketing25.316
Sales and marketing133.816
Sales and marketing83.116
Research and development116.216
Research and development77.516
Research and development336.116
Research and development222.416
Realized and unrealized foreign exchange gain6.516
Realized and unrealized foreign exchange gain4.116
Outstanding principal indebtedness under credit facilities167.216
Others net sales102.616
Others net sales54.916
Others net sales301.116
Others net sales174.916
Other income, net10.016
Other income, net-0.116
Other income, net8.816
Other income, net1.616
Operating income381.016
Operating income98.816
Operating income924.116
Operating income533.316
Net sales3,850.116
Net sales1,283.316
Net sales9,634.716
Net sales4,938.616
Net proceeds from Convertible Notes1,553.716
Net increase in cash, cash equivalents and restricted cash1,675.016
Net increase in cash, cash equivalents and restricted cash94.716
Net cash used in operating activities-1,844.216
Net cash used in operating activities672.916
Net cash used in investing activities-132.016
Net cash used in investing activities-28.616
Net cash provided by financing activities3,652.816
Net cash provided by financing activities-547.316
Interest rates on credit facilities1.3% to 7.5%16
Interest expense-6.216
Interest expense-1.316
Interest expense-16.216
Interest expense-6.916
General and administrative53.116
General and administrative24.516
General and administrative123.216
General and administrative71.416
Europe net sales297.716
Europe net sales228.516
Europe net sales777.016
Europe net sales776.116
Effective tax rate-5.2%16
Effective tax rate11.1%16
Effective tax rate6.7%16
Effective tax rate15.0%16
Convertible Senior Notes issued1,725.016
Consolidated indebtedness as of March 313.816
Common stock offering1,731.516
Common stock offering582.816
Cash and cash equivalents in foreign locations262.116
Cash and cash equivalents in foreign locations192.316
Cash and cash equivalents as of March 312,115.516
Cash and cash equivalents as of June 30440.516
CTBC Bank credit lines - increased to185.016
Asia net sales764.616
Asia net sales214.416
Asia net sales1,646.316
Asia net sales815.116
Super Micro Computer, published 2024-04-30, period 2024-Q3
Total bank debt and convertible notes$1,863 million15
Cash and cash equivalents$2,115 million15
Super Micro Computer, published 2024-02-02, period 2024-Q2
Outstanding debt375.614
Cash and cash equivalents - foreign locations193.814
cash and cash equivalents725.714
Super Micro Computer, published 2024-01-29, period 2024-Q2
Total bank debt$376 million13
cash and cash equivalents$726 million13
Super Micro Computer, published 2023-11-03, period 2024-Q1
Outstanding debt$146.211
Operating margin8.2%11
Gross margin16.7%11
Effective tax rate11.4%11
Cash in foreign locations$263.211
cash and cash equivalents$543.211
Super Micro Computer, published 2023-11-01, period 2024-Q1
Total bank debt$146 million10
Cash and cash equivalents$543 million10

Super Micro Computer Development

A condensed summary of Super Micro Computer per reporting period as running text: what changed operationally, which drivers management names, how earnings and cash flow developed. NadirAlpha methodology

FY2026: Super Micro Computer

Super Micro Computer Inc. reported net sales of $39.1 billion in fiscal year 2026, an increase of 77.8% from $22.0 billion in fiscal year 2025, primarily driven by fulfillment and shipment of orders to support AI GPU data center deployments and large design wins from key customers 36, 37. Net income more than doubled to $2,230.5 million from $1,048.9 million in fiscal year 2025, with diluted earnings per share of $3.26 37. Full-year gross margin declined to 10.8% from 11.1% due to competitive pricing strategy, product and customer mix changes, and higher manufacturing expenses, while Q4 gross margin recovered sharply to 17.5% driven by favorable customer and product mix 36, 37. Operating cash flow turned negative at $(6,809.9) million compared to positive $1,659.5 million in the prior year, as inventory and accounts receivable expanded to support revenue growth; financing activities of $9,478.8 million including equity offerings of $5,638.6 million in Q4 FY2026 shifted the balance sheet to a net cash position of $2,857.3 million by June 30, 2026 37. Super Micro Computer generated more than $60 billion in new orders during the year and entered fiscal 2027 with a record backlog, alongside an expansion into total data center infrastructure through its Data Center Building Block Solutions platform 36, 37.

FY2025: Super Micro Computer

Super Micro Computer generated $21,972.0 million in net sales in fiscal year 2025, a 46.6% increase over fiscal year 2024, driven by strong demand for GPU servers, high-performance computing, and rack-scale solutions from large enterprise and data center customers 27. Gross margin contracted from 13.8% to 11.1% due to competitive pricing strategy, product mix changes, and higher manufacturing expenses, while net income declined 9% to $1,048.9 million despite the revenue expansion 27. Operating cash flow recovered from negative $2,486.0 million in fiscal year 2024 to positive $1,659.5 million in fiscal year 2025, and cash and cash equivalents increased from $1,669.8 million to $5,169.9 million, partly reflecting net proceeds from newly issued 2028 and 2030 Convertible Notes totaling approximately $2,939.7 million 27. The fiscal year was also marked by a delayed Form 10-K filing that triggered a Nasdaq non-compliance notice, an independent Special Committee investigation that found no evidence of fraud or misconduct, and the receipt of Department of Justice and SEC subpoenas following short-seller allegations; all outstanding financial statements were filed and Nasdaq compliance was restored during Q3 FY2025 18 19 24.

FY2024: Super Micro Computer

Super Micro Computer Inc. reported fiscal year 2024 net sales of $14,989.3 million, an increase of 110.4% year-over-year, driven by strong demand for GPU-based rack-scale solutions from large enterprise and datacenter customers 20. Net income rose to $1,152.7 million from $640.0 million in fiscal year 2023, while non-GAAP diluted earnings per share increased 87% to $22.09 17. Gross margin declined to 13.8% from 18.0%, attributed to competitive pricing strategy, product and customer mix changes, and higher manufacturing expenses 20. Operating cash flow was negative $2.486 billion versus positive $663.6 million in the prior fiscal year, driven by working capital increases related to rapid revenue scaling 17. Super Micro Computer raised approximately $2.31 billion through two equity offerings and $1.55 billion in convertible debt securities during the fiscal year to fund its expansion 20.

FY2023: Super Micro Computer

Super Micro Computer posted full-year fiscal 2023 net sales of $7,123.5 million, a 37.1% increase from fiscal 2022, driven by strong enterprise and datacenter demand for GPU, HPC, and rack-scale solutions 9. Full-year gross margin expanded to 18.0% from 15.4% in fiscal 2022, reflecting a favorable shift in product and customer mix and decreased logistics costs 9. Net income increased to $640.0 million from $285.2 million in fiscal 2022, and operating cash flow improved to $663.6 million from negative $440.8 million in the prior year 9. Third-quarter net sales declined 5.3% year-over-year to $1,283.3 million, missing the prior guidance midpoint of approximately $1.47 billion due to component shortages affecting new-generation product transitions, before recovering sharply to $2,184.9 million in the fourth quarter 4, 6, 117. Super Micro Computer exited fiscal 2023 with a net cash position of $270.3 million and initiated fiscal 2024 net sales guidance of $9.5 billion to $10.5 billion 117, 8.

Glossary

  • Revenue: Revenue from contracts with customers, net of sales deductions, as the company itself reports it; not total output, gross revenue, GMV or order intake.
  • Op. income: The operating line of the income statement; EBIT only as a marked fallback, never pre-tax or ordinary income.
  • Op. income (adj.): Adjusted operating income, verbatim and company-defined (non-GAAP), never derived.
  • EBITDA (adj.): Adjusted EBITDA, verbatim and company-defined (non-GAAP), never derived.
  • Net income: Net income attributable to the shareholders of the parent, after discontinued operations; not the result including minority interests, not comprehensive income.
  • EPS: Diluted earnings per share attributable to the shareholders of the parent; a printed figure always beats a calculated one, calculated values are marked.
  • EPS adj.: Adjusted earnings per share, verbatim and company-defined (non-GAAP).
  • FCF: Free cash flow = operating cash flow minus capital expenditure on property, plant and equipment; the company's own free cash flow figure is shown separately.
  • OCF: Cash flow from operating activities as reported; IFRS companies may show interest paid in financing cash flow, so the figure is not always comparable.
  • Cash: Cash and cash equivalents, without securities unless the company reports them as part of the position.
  • Net Debt: Net debt = financial debt excluding lease liabilities minus cash at the same reporting date; the company's own net position may differ.
  • *: derived, the formula is in the hover
  • ≈: calculated, approximation
  • ~: uncertain; the value stays visible, verdicts do not use it
  • °: repaired by a targeted query against the document, or curated with documentary evidence
  • EBIT: EBIT as a fallback: the income statement carries no operating line
  • basic: basic earnings per share as a fallback when diluted is missing

Sources: quarterly reports, annual reports and investor relations documents

53 sources on Super Micro Computer since 2023; the superscript numbers in the chapters refer to these rows, older documents are in the expandable part. NadirAlpha methodology

53 documents · 2016 to 2026 · SEC EDGAR (USA)
Sources for Super Micro Computer stock: 53 original documents, 2016 to 2026. Compiled by NadirAlpha.
#Document typePublished
#18-K-EX99.1 earnings release2023-01-18
#2 / #1028-K-EX99.1 earnings release2023-01-31
#310-Q quarterly report2023-02-03
#48-K-EX99.1 earnings release2023-04-24
#5 / #1058-K-EX99.1 earnings release2023-05-02
#610-Q quarterly report2023-05-05
#78-K-EX99.1 earnings release2023-07-20
#8 / #1088-K-EX99.1 earnings release2023-08-08
#910-K annual report2023-08-28
#10 / #1108-K-EX99.1 earnings release2023-11-01
#1110-Q quarterly report2023-11-03
#128-K-EX99.1 earnings release2024-01-18
#13 / #1138-K-EX99.1 earnings release2024-01-29
#1410-Q quarterly report2024-02-02
#15 / #1158-K-EX99.1 earnings release2024-04-30
#1610-Q quarterly report2024-05-06
#17 / #1178-K-EX99.1 earnings release2024-08-06
#188-K-EX99.1 earnings release2024-11-05
#198-K-EX99.1 earnings release2025-02-11
#2010-K annual report2025-02-25
#2110-Q quarterly report2025-02-25
#2210-Q quarterly report2025-02-25
#238-K-EX99.1 earnings release2025-04-29
#24 / #1248-K-EX99.1 earnings release2025-05-06
#2510-Q quarterly report2025-05-12
#26 / #1268-K-EX99.1 earnings release2025-08-05
#2710-K annual report2025-08-28
#288-K-EX99.1 earnings release2025-10-23
#29 / #1298-K-EX99.1 earnings release2025-11-04
#3010-Q quarterly report2025-11-07
#31 / #1318-K-EX99.1 earnings release2026-02-03
#3210-Q quarterly report2026-02-06
#33 / #1338-K-EX99.1 earnings release2026-05-05
#3410-Q quarterly report2026-05-11
#358-K-EX99.1 earnings release2026-07-21
#36 / #1368-K-EX99.1 earnings release2026-08-11
#3710-K annual report2026-08-31
Older sources (+16)
Older sources for Super Micro Computer, 16 documents
#Document typePublished
#20310-K annual report2016-08-26
#20110-Q/A quarterly report, amended2016-11-07
#20210-Q/A quarterly report, amended2017-02-07
#20510-K annual report2019-05-17
#20410-Q quarterly report2019-12-19
#20610-Q quarterly report2019-12-19
#20710-K annual report2019-12-19
#21110-K annual report2019-12-19
#20810-Q quarterly report2019-12-20
#20910-Q quarterly report2020-02-07
#21010-Q quarterly report2020-05-11
#21510-K annual report2020-08-31
#21210-Q quarterly report2020-11-06
#21310-Q quarterly report2021-02-05
#21410-Q quarterly report2021-05-07
#21610-Q quarterly report2021-11-05

Super Micro Computer Stock FAQ

Is there a management forecast (guidance) for FY2027?

Yes. Management has issued targets for FY2027, including Revenue. The guidance tracking chapter shows all targets and checks them against the actuals reported later; neutral, with no estimate of our own.

Which additional key figures does Super Micro Computer report?

As reported for Q4 FY2026 (Apr to Jun 2026): Backlog. The chapter Reported KPIs lists every value with its source. Revenue is broken down by Server and storage systems, United States, Asia, Europe.

Where can I find the official investor relations documents of Super Micro Computer?

NadirAlpha links all 53 original filings used (SEC filings) in the sources chapter: earnings release, quarterly report, annual report, each with type, publication date and a direct link; every figure in the report carries a source number.

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