{"filings":[{"id":499047,"accession_number":"0001375365-26-000015","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2026-05-18T20:05:34+00:00","items":["5.02","9.01"],"status":"ready","headline":"Super Micro SVP Worldwide Sales Don Clegg retiring; consulting deal at $19,450/month","event_type":"leadership","confidence":"high","bullets":["Don Clegg, SVP Worldwide Sales, retires effective May 15, 2026; no disagreement stated.","Consulting agreement from May 16 to Nov 15, 2026, at $19,450/month for up to 40 hrs/month.","Clegg to advise CEO and management on sales transition and historical matters."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92499,"accession_number":"0001375365-26-000013","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Supermicro Q3 rev $10.2B, EPS $0.72; Q4 rev guidance $11-12.5B","event_type":"earnings","confidence":"high","bullets":["Q3 FY2026 revenue $10.2B vs $12.7B QoQ and $4.6B YoY; gross margin 9.9% vs 6.3% QoQ.","GAAP diluted EPS $0.72 vs $0.60 QoQ and $0.17 YoY; non-GAAP EPS $0.84 vs $0.31 YoY.","Operating cash flow used $6.6B; cash $1.3B, total debt $8.8B.","Q4 FY2026 guidance: revenue $11.0-12.5B, GAAP EPS $0.53-0.67, non-GAAP EPS $0.65-0.79.","FY2026 revenue guidance $38.9-40.4B, implying H2 growth vs $30.7B first 9 months."],"consensus_eps_estimate":null,"consensus_eps_actual":1.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":27943295000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92498,"accession_number":"0001375365-26-000012","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"SMCI shareholders approve 15M new shares for equity plan; re-elect three Class I directors","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to 2020 Equity Plan, adding 15M new shares (total reserve 118M shares). For: 227.8M, Against: 51.7M, Abstain: 0.8M.","Charles Liang, Tally Liu, and Sherman Tuan re-elected as Class I directors; Tuan had 108M votes withheld.","Say-on-pay advisory resolution passed with 259.7M for, 19.8M against, 0.8M abstain.","Ratification of BDO USA as independent auditor for FY2026 approved: 426.0M for, 4.6M against, 1.1M abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103368,"accession_number":"0001375365-26-000011","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2026-03-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Super Micro: three indicted for export violations; board member resigns, appoints acting CCO","event_type":"litigation","confidence":"high","bullets":["Yih-Shyan 'Wally' Liaw (SVP, board member), Steven Chang (sales mgr), and contractor Willy Sun indicted for alleged export-control conspiracy.","Super Micro placed employees on leave, terminated contractor; company is not a defendant and is cooperating fully with investigation.","Liaw resigned from Board effective March 20, 2026; Board now eight directors.","DeAnna Luna appointed acting Chief Compliance Officer; she has over 20 years of trade compliance experience, previously at Intel and Teledyne."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103367,"accession_number":"0001375365-26-000006","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Supermicro Q2 rev $12.7B, EPS $0.60; margin slumps to 6.3%; guides Q3 rev ≥$12.3B, FY rev ≥$40B","event_type":"earnings","confidence":"high","bullets":["Q2 FY26 net sales $12.7B vs $5.7B YoY (+123%); GAAP diluted EPS $0.60 vs $0.51 YoY (+18%).","Gross margin 6.3% vs 11.8% YoY; non-GAAP gross margin 6.4% vs 11.9% YoY (significant compression).","Cash and equivalents $4.1B; total debt $4.9B; operating cash flow used $24M, capex $46M.","Q3 FY26 guidance: revenue at least $12.3B, GAAP EPS at least $0.52, non-GAAP EPS at least $0.60.","FY2026 revenue outlook raised to at least $40.0B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":17700281000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103366,"accession_number":"0001375365-26-000005","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Super Micro Computer amends credit agreement, lowers initial interest margin","event_type":"debt","confidence":"high","bullets":["Fiscal year-end references corrected from December 31 to June 30 throughout credit agreement.","Initial Applicable Margin reduced: Term Benchmark loans from 1.75% to 1.25%, Base Rate loans from 0.75% to 0.25%.","Amendment effective January 26, 2026; no lender objections received."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103365,"accession_number":"0001375365-26-000004","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2026-01-26T23:59:59+00:00","items":["1.01","5.08","8.01","9.01"],"status":"ready","headline":"Super Micro Taiwan subsidiary enters up to $2B revolving credit facility","event_type":"debt","confidence":"high","bullets":["Initial commitments: $350M (Facility A1) + $360M (Facility A2), expandable to $2B total.","Facilities mature one year from first draw, extendable twice by an additional year each.","Secured by second lien on Bade Plant, receivables, and pledged deposits up to $2.4B.","Interest rates: Facility A1 TAIFX3+1.0%; Facility A2 Term SOFR+1.2%; NTD loans TAIBOR+1.0% (floor 1.7%).","Proceeds for general corporate purposes, working capital, and business expansion; guaranteed by parent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103364,"accession_number":"0001375365-26-000001","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2026-01-02T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Super Micro enters $2B revolving credit facility maturing Dec 2030","event_type":"debt","confidence":"high","bullets":["Initial $2.0B revolving credit facility with JPMorgan Chase as administrative agent; option to increase by up to $1.0B.","Facility includes $200M letter-of-credit sublimit and $150M same-day borrowing sublimit.","Proceeds for working capital and general corporate purposes; maturity December 29, 2030.","Pricing based on leverage ratio (Non-IG: 1.25%-2.00% spread) or credit rating (IG: 1.125%-1.375%); commitment fee 0.12%-0.30%.","Leverage covenant starts at 4.00x then steps down to 3.00x; collateral/guarantees required during non-investment-grade periods."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103363,"accession_number":"0001375365-26-000002","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K/A","filed_at":"2026-01-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Super Micro enters consulting pact with departing executive George Kao","event_type":"leadership","confidence":"high","bullets":["George Kao departed from executive role; entered 3-month consulting agreement starting Jan 1, 2026.","Consulting fee set at $10,000 per month through March 31, 2026.","Agreement includes non-disclosure, invention assignment, and non-solicitation clauses.","Filing amends prior 8-K to disclose the Independent Contractor Agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119614,"accession_number":"0001375365-25-000031","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-12-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"SMCI SVP Operations George Kao retiring Dec 31; Tom Xiao to succeed","event_type":"leadership","confidence":"high","bullets":["George Kao, SVP of Operations, will retire on December 31, 2025.","Tom Xiao, Senior Corporate VP of Engineering, will assume Kao's responsibilities.","Kao will assist as a consultant during transition; final consulting terms not yet disclosed.","Company expects no disruption to operations or strategic roadmap."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119613,"accession_number":"0001375365-25-000029","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Supermicro Q1 FY2026 revenue $5.0B, EPS $0.26; guides Q2 revenue $10-11B","event_type":"earnings","confidence":"high","bullets":["Net sales $5.0B, down 15% YoY from $5.9B; GAAP net income $168M vs $424M YoY.","GAAP diluted EPS $0.26; non-GAAP diluted EPS $0.35 (down from $0.73 YoY).","Gross margin 9.3% vs 13.1% YoY; non-GAAP gross margin 9.5%.","Q2 FY2026 outlook: revenue $10-11B, GAAP EPS $0.37-0.45, non-GAAP EPS $0.46-0.54.","FY2026 revenue forecast at least $36B; order book includes >$13B in Blackwell Ultra orders."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":5017790000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119612,"accession_number":"0001628280-25-045989","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Super Micro cuts Q1 FY2026 revenue estimate to $5B from $6B-$7B; secures >$12B design wins","event_type":"earnings","confidence":"high","bullets":["Estimated Q1'26 revenue of $5B, down from prior guidance of $6B-$7B, due to design-win upgrades pushing revenue into Q2.","Recent design wins exceed $12B, with customers requesting delivery in Q2'26.","Reiterates FY2026 revenue of at least $33B.","Strong demand for new AI liquid-cooled solutions: Nvidia GB300, B300, RTX Pro, AMD 355X LC, now shipping.","Earnings call scheduled for November 4 at 5PM EST."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":5017790000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136187,"accession_number":"0001375365-25-000023","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Super Micro Q4 FY2025 rev $5.8B, EPS $0.31; guides FY26 rev at least $33B","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $5.8B (up 7% QoQ, up 7% YoY); GAAP diluted EPS $0.31 (vs $0.46 Q4'24).","Gross margin compressed to 9.5% GAAP (9.6% non-GAAP) from 10.2% in Q4'24.","Full FY2025 revenue $22.0B (+47% YoY); GAAP net income $1.0B (EPS $1.68) vs $1.2B FY2024.","Q1 FY2026 guidance: rev $6.0-7.0B, GAAP EPS $0.30-$0.42, non-GAAP EPS $0.40-$0.52.","FY2026 revenue target at least $33.0B, citing AI growth and DCBBS large-scale customer expansion."],"consensus_eps_estimate":null,"consensus_eps_actual":1.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":21972042000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136186,"accession_number":"0001375365-25-000022","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-07-21T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Super Micro enters $1.79B receivables purchase facility with MUFG, Crédit Agricole","event_type":"debt","confidence":"high","bullets":["Uncommitted facility allows sale of accounts receivable up to $1,790,000,000.","Discount rate: Term SOFR plus 1.15%–2.80% based on account debtor.","Purchasers include MUFG Bank and Crédit Agricole Corporate and Investment Bank.","Structured as a true sale; provides liquidity without commitment fees.","Either party can terminate with 30 days' notice; immediate termination on event of default."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153261,"accession_number":"0001375365-25-000020","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-06-27T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Supermicro prices $2.3B zero-coupon convertible notes due 2030; repurchases 4.9M shares","event_type":"debt","confidence":"high","bullets":["Total principal $2.3B 0.00% convertible senior notes due 2030; net proceeds ~$2.26B.","Initial conversion price ~$55.20/share (35% premium above $40.89 close).","$182.2M used for capped call transactions with cap price $81.78/share.","$200M used to repurchase ~4.9M shares from note purchasers concurrently.","Remainder for general corporate purposes including working capital for growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153260,"accession_number":"0001375365-25-000018","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-06-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Supermicro proposes $2.0B convertible notes due 2030; up to $200M for share repurchase","event_type":"debt","confidence":"high","bullets":["Offers $2.0B aggregate principal of convertible senior notes due June 15, 2030; option for additional $300M.","Notes are senior, unsecured, accrue interest semi-annually; terms (conversion rate, interest rate) set at pricing.","Net proceeds partly fund capped call transactions to reduce dilution; up to $200M for concurrent share repurchase.","Remaining proceeds for general corporate purposes, including working capital and business expansion.","Capped call hedges and hedging activity by counterparties could affect SMCI stock and note prices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153259,"accession_number":"0001375365-25-000016","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"SMCI shareholders approve 18M new shares for equity plan; re-elect two directors","event_type":"other_material","confidence":"high","bullets":["Stockholders approved amendment to 2020 Equity Plan, increasing available shares by 18M to 103M total.","Robert Blair and Susan Mogensen (Giordano) re-elected as Class III directors.","Ratified BDO USA as independent registered public accounting firm for FY2025.","Non-binding advisory vote on named executive officer compensation approved.","Plan updated with whistleblower protection language; no grants after June 2035."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}