{"filings":[{"id":1041756,"accession_number":"0001193125-26-270430","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2026-06-15T13:57:24+00:00","items":["1.01","3.03","5.03","9.01"],"status":"ready","headline":"Super Micro issues 75M depositary shares of 7% mandatory convertible preferred stock raising ~$3.75B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 75M depositary shares (1/20 interest each) of 7.00% Series A Mandatory Convertible Preferred Stock; over-allotment option for up to 11.25M additional shares.","Liquidation preference $1,000 per share of preferred ($50 per depositary share); dividends at 7% annual rate payable quarterly starting Sept 1, 2026.","Mandatory conversion on June 1, 2029 into common stock at rate between 30.304 and 36.364 shares per preferred share, based on VWAP over final 20 days.","Underwriters J.P. Morgan and Goldman Sachs; offering closed June 15, 2026; common stock dividends/repurchases restricted until preferred dividends paid."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1029676,"accession_number":"0001193125-26-269703","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2026-06-12T21:12:12+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Supermicro prices $7B equity/equity-linked financing to fund $39B AI server orders","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Priced 45.45M common shares at $27.50 (expected net $1.22B) and 75M depositary shares at $50 (7% mandatory convertible preferred, net $3.68B).","ATM program of up to $1.25B in common stock expected to start in Q3 2026.","Net proceeds to fund component purchases for $39B in advanced AI server orders from 20+ customers.","Also amended credit agreement to allow distributions on mandatory convertible preferred stock subject to fixed charge coverage ratio ≥2.00:1.00."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":947238,"accession_number":"0001193125-26-263942","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2026-06-09T20:52:05+00:00","items":["8.01","9.01"],"status":"ready","headline":"SMCI updates risk factors: indictment, multiple subpoenas, CEO related-party loan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["March 2026 indictment unsealed against three former employees for export control conspiracy; company cooperating.","SEC and DOJ subpoenas received; internal review by independent board members ongoing.","BIS inquiries could lead to denial of export privileges; company not target but outcome uncertain.","CEO Charles Liang owed ~$16.8M on unsecured loan from spouse of Ablecom CEO Steve Liang at 0.25% interest.","Short seller report and indictment have caused significant stock volatility and reputational damage."],"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,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"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","summary_kind":"llm","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,"calibrated_materiality_score":0.35,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.5,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.5,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.65,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.55,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.4,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.25,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.55,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.5,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153258,"accession_number":"0001375365-25-000013","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Supermicro Q3 FY25 revenue $4.60B, EPS $0.17, guidance cut, FY25 outlook lowered","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $4.60B down 19% QoQ ($5.68B) and up 19% YoY ($3.85B); gross margin 9.6% vs 11.8% Q2.","GAAP diluted EPS $0.17 vs $0.51 prior Q and $0.66 YoY; non-GAAP EPS $0.31 vs $0.59 prior Q.","Q4 FY25 guidance: net sales $5.6-6.4B, GAAP EPS $0.30-0.40, non-GAAP EPS $0.40-0.50.","FY25 revenue guidance cut to $21.8-22.6B from prior $23.5-25.0B.","CEO cited customer platform delays; tariff uncertainty may cause short-term impact."],"consensus_eps_estimate":0.4112,"consensus_eps_actual":1.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":16215131000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153257,"accession_number":"0001375365-25-000012","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Supermicro pre-announces Q3 revenue miss; guides $4.5-4.6B vs prior $5-6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q3 net sales $4.5-4.6B, well below prior guidance of $5.0-6.0B.","GAAP diluted EPS $0.16-0.17; Non-GAAP $0.29-0.31, both below prior ranges.","Gross margin down ~220 bps QoQ from higher inventory reserves and expedite costs.","Delayed customer platform decisions pushed sales into Q4; new product design wins strong.","Full conference call scheduled for May 6, 2025 at 5:00 p.m. ET."],"consensus_eps_estimate":0.4112,"consensus_eps_actual":1.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":16215131000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172025,"accession_number":"0001375365-25-000008","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Supermicro appoints independent director Scott Angel and General Counsel Yitai Hu","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Scott Angel appointed independent director effective March 31, 2025; 37-year Deloitte veteran with tech and semiconductor expertise.","Yitai Hu promoted to General Counsel & SVP, Corporate Development, reporting directly to CEO.","Board expanded to ten directors with Angel's appointment; initial term expires at 2026 annual meeting.","Angel will receive standard non-employee director compensation including $60k annual cash retainer and $255k equity grant."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172024,"accession_number":"0001375365-25-000007","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["3.01","5.08","8.01","9.01"],"status":"ready","headline":"Super Micro resolves Nasdaq filing delinquency; all periodic reports now filed","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq delisting notice on Feb 21 for missing Q2 FY2025 10-Q and continued delays on FY2024 10-K and Q1 FY2025 10-Q.","Filed all three overdue periodic reports on Feb 25, 2025, becoming current with SEC reporting obligations.","Nasdaq confirmed compliance with listing rule 5250(c)(1) and closed the matter on Feb 25.","Annual meeting scheduled for June 4, 2025; record date April 7; stockholder proposal deadline March 8."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172023,"accession_number":"0001375365-25-000003","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-02-21T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"SMCI closes $700M 2.25% convertible notes due 2028; amends $1.64B 2029 notes to 3.50%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $700M aggregate principal 2.25% Convertible Senior Notes due July 15, 2028; initial conversion price ~$61.06 (50% premium over $40.704 VWAP).","Amended ~$1.64B of existing 2029 notes: interest rate raised to 3.50%, new conversion price ~$83.44 (105% premium).","Proceeds used for general corporate purposes, including working capital for growth and business expansion.","Adjusted capped call transactions; new cap price ~$94.17 per share.","Potential dilution: up to ~17.2M shares from new notes and ~42.4M from amended notes at maximum conversion rates."],"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,"calibrated_materiality_score":0.75,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172022,"accession_number":"0001375365-25-000001","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Supermicro reports Q2 rev $5.6-5.7B (+54% YoY) but cuts FY25 revenue guide to $23.5-25B; DOJ/SEC subpoenas","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 FY2025 preliminary: rev $5.6-5.7B (+54% YoY); GAAP EPS $0.50-0.52 flat; non-GAAP EPS $0.58-0.60 (+5%).","FY2025 revenue guidance cut from $26-30B to $23.5-25B; Q3 rev guide $5-6B, GAAP EPS $0.36-0.53.","Gross margin 11.8-11.9% extremely low; prior quarter inventory reserve charge of ~$45M adjusted EPS down $0.09.","Company discloses DOJ and SEC subpoenas received late 2024; cooperating; securities litigation deemed without merit.","Issued $700M new 2.25% convertible notes due 2028; amended existing 0.00% notes to 3.50% interest due 2029."],"consensus_eps_estimate":0.4476,"consensus_eps_actual":1.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":11615218000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189023,"accession_number":"0001375365-24-000046","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-12-27T23:59:59+00:00","items":["1.02","9.01"],"status":"ready","headline":"Super Micro terminates $50M loan with HSBC Taiwan; fully repaid Sept 9, undrawn since","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Loan Agreement terminated and not renewed on December 20, 2024.","Facility was $50 million between Super Micro's Taiwan subsidiary and HSBC Bank Taiwan affiliate.","Outstanding balance fully repaid on September 9, 2024, and remained undrawn thereafter.","No replacement credit facility or new agreement disclosed."],"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":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189022,"accession_number":"0001375365-24-000045","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-12-06T23:59:59+00:00","items":["3.01","9.01"],"status":"ready","headline":"Super Micro gets Nasdaq extension until Feb 25, 2025 to file overdue reports","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Nasdaq granted Super Micro an exception to Listing Rule 5250(c)(1) through February 25, 2025.","Must file Form 10-K for FY ended June 30, 2024 and Form 10-Q for Sept 30, 2024 by that date.","Common stock (SMCI) remains listed on Nasdaq Global Select during the exception period.","If not filed by Feb 25, Nasdaq will initiate delisting; company may appeal.","Company expects to file all required reports by the deadline."],"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,"calibrated_materiality_score":0.75,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189021,"accession_number":"0001375365-24-000044","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-12-02T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Supermicro Special Committee finds no misconduct, no restatement; appoints CAO, begins CFO search","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Special Committee investigation concluded no evidence of fraud or misconduct by management or Board.","No restatement of previously reported financials expected.","Kenneth Cheung appointed CAO; search for new CFO, Chief Compliance Officer, and General Counsel commenced.","Process lapses in rehiring former employees found but no bad faith; CFO/CCO had primary responsibility.","Company believes it can file delayed 10-K and 10-Q within Nasdaq's discretionary period."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189020,"accession_number":"0001375365-24-000043","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-11-26T23:59:59+00:00","items":["1.02","9.01"],"status":"ready","headline":"SMCI prepays and terminates two loan agreements with Cathay Bank and Bank of America","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Prepaid in full and terminated Loan Agreement with Cathay Bank on Nov 20, 2024.","Prepaid in full and terminated Loan and Security Agreement with Bank of America N.A. on same date.","Obligations under both credit facilities fully satisfied and agreements ended.","No material financial details disclosed; termination removes associated debt and covenants."],"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":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189019,"accession_number":"0001375365-24-000042","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-11-20T23:59:59+00:00","items":["1.01","2.03","3.01","9.01"],"status":"ready","headline":"SMCI receives Nasdaq delisting notice for delayed 10-K and 10-Q filings","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Nasdaq notified SMCI on Nov 19 of non-compliance with Listing Rule 5250(c)(1) due to delayed 10-K (due Aug 29) and Q1 10-Q (due Nov 12).","SMCI submitted a compliance plan on Nov 18; believes it can file overdue reports within Nasdaq discretionary period.","No immediate effect on listing or trading of SMCI common stock on Nasdaq Global Select Market.","Entered amendments with E.SUN Bank extending FY2024 financial review to Dec 31, 2024; also amended Cathay Bank loan reducing revolving line to $458,000."],"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":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189018,"accession_number":"0001375365-24-000040","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-11-18T23:59:59+00:00","items":["4.01","8.01","9.01"],"status":"ready","headline":"Super Micro appoints BDO as auditor, submits Nasdaq compliance plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Appointed BDO USA as independent auditor effective November 18, 2024.","Submitted compliance plan to Nasdaq seeking extension to regain listing compliance.","Company believes it can file FY2024 10-K and Q1 FY2025 10-Q within Nasdaq's discretionary period.","Shares remain listed pending Nasdaq review of compliance plan."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189017,"accession_number":"0001375365-24-000038","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["1.02","2.02","9.01"],"status":"ready","headline":"Supermicro Q1 prelim rev $5.9B-$6.0B (below guide); special comm finds no fraud","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Prelim Q1 net sales $5.9B-$6.0B vs guidance $6.0B-$7.0B; GAAP diluted EPS $0.68-$0.70.","Non-GAAP diluted EPS $0.75-$0.76; gross margin approx 13.3%.","Q2 FY2025 guidance: net sales $5.5B-$6.1B, GAAP EPS $0.48-$0.58, non-GAAP EPS $0.56-$0.65.","Special Committee found no evidence of fraud or misconduct; recommends remedial measures.","Form 10-K filing delayed; Nasdaq non-compliance for late filing; plan to regain compliance to be submitted."],"consensus_eps_estimate":null,"consensus_eps_actual":0.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":5937256000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189016,"accession_number":"0001375365-24-000037","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-11-01T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Super Micro extends financial reporting deadlines under Cathay Bank loan, adds $150M cash covenant","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Deadline for audited FY24 financials extended from Oct 28 to Dec 31, 2024.","Deadline for Q1 FY25 balance sheet/income statement extended from Nov 29 to Dec 31, 2024.","New covenant requires Super Micro to maintain at least $150M unrestricted cash at all times."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189015,"accession_number":"0001375365-24-000036","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Super Micro's auditor Ernst & Young resigns over governance and transparency concerns","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["EY resigned on Oct 24, 2024, citing inability to rely on management and Audit Committee representations; company disagrees.","Special Committee review ongoing, engaged Cooley and Secretariat; no restatements expected for FY2024 or prior.","EY had concerns about governance, internal controls, and timeliness of annual report communicated in July 2024.","Company has begun search for successor independent auditor; EY had not yet issued any audit report."],"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,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205499,"accession_number":"0001375365-24-000035","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-09-30T23:59:59+00:00","items":["1.01","2.03","3.03","5.03","9.01"],"status":"ready","headline":"Super Micro extends FY2024 audit deadline to Nov 27, prepays $250M under Term Loan; enacts 10-for-1 stock split","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Extended deadline to deliver audited FY2024 financials from Sept 28 to Nov 27 under ABL and Term Loan agreements.","ABL facility amended: adds $70M availability block to U.S. borrowing base until audited statements delivered.","Term Loan amended: required prepayment of $250M of outstanding term loans on Sept 27.","Filed certificate of amendment for a 10-for-1 forward stock split effective Sept 30; authorized shares increased to 1B.","Trading on split-adjusted basis under ticker SMCI expected from Oct 1, 2024."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205498,"accession_number":"0001375365-24-000034","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-09-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Super Micro Computer announces 10-for-1 forward stock split effective Sept 30","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["10-for-1 forward split effective at 5:00 p.m. ET on September 30, 2024.","Trading on split-adjusted basis under SMCI begins at market open October 1.","New CUSIP number for common stock post-split is 86800U302.","Registered certificate holders must surrender shares to Computershare; beneficial holders auto-adjusted."],"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":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205497,"accession_number":"0001375365-24-000033","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-09-20T23:59:59+00:00","items":["3.01","9.01"],"status":"ready","headline":"Super Micro Computer receives Nasdaq non-compliance notice for late 10-K filing","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Nasdaq notice due to delay in filing FY2024 10-K due August 29, 2024.","Company has 60 days to file or submit a compliance plan; potential 180-day extension.","No immediate effect on listing or trading of SMCI common stock on Nasdaq.","SMCI filed Form 12b-25 on August 30, 2024 for the late filing."],"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,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205496,"accession_number":"0001375365-24-000032","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-09-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Supermicro delays annual report, denies short seller claims; shipped 2,000 liquid-cooled AI racks","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee formed to review internal controls; FY2024 10-K delayed; no material changes expected in results.","Revenue more than doubled YoY in FY2024, over 3x industry average.","Shipped ~2,000 DLC liquid-cooled AI racks, believed >75% of market this calendar year.","Company rejects short-seller report as containing false or inaccurate statements.","Production, customer commitments unaffected; continues to ramp product delivery."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205495,"accession_number":"0001375365-24-000030","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-08-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SMCI delays FY2024 10-K filing; needs more time for internal controls assessment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Will file Notification of Late Filing on Form 12b-25 on August 30, 2024.","Additional time needed to complete assessment of design and operating effectiveness of internal controls over financial reporting as of June 30, 2024.","Preliminary results announced August 6, 2024 (fiscal year and quarter ended June 30) have not been updated."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205494,"accession_number":"0001375365-24-000029","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-08-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Supermicro appoints former Intel interim GC Susie Giordano to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded to 9 directors; Giordano appointed as Class III director on Aug 15, 2024.","Giordano has 25+ years experience; served as Intel interim GC and VP/Managing Director of Intel Capital.","Non-employee director compensation: $60,000 annual cash retainer plus $255,000 equity grant.","Committee service adds $15,000 (Audit), $10,000 (Comp), or $7,500 (Governance) annually."],"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,"calibrated_materiality_score":0.4,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205493,"accession_number":"0001375365-24-000028","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Supermicro Q4 revenue $5.31B (+144% YoY); guides Q1 $6-7B, FY25 $26-30B; 10-for-1 stock split","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 FY2024 net sales $5.31B vs $2.18B YoY; GAAP diluted EPS $5.51, non-GAAP $6.25.","Full-year FY2024 revenue $14.94B (+110% YoY); non-GAAP diluted EPS $22.09 (+87% YoY).","Q1 FY2025 guidance: net sales $6-7B; GAAP EPS $5.97-7.66, non-GAAP $6.69-8.27.","FY2025 revenue outlook $26-30B, driven by AI infrastructure demand and rack-scale DLC liquid cooling.","Board authorized 10-for-1 forward stock split; trading on split-adjusted basis expected Oct 1, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":1.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":14989251000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205492,"accession_number":"0001375365-24-000027","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-07-22T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Super Micro enters $500M term loan facility due Jan 2025; discusses potential revolver refinancing","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M unsecured term loan maturing Jan 17, 2025; proceeds for working capital and general corporate purposes.","Interest at Term SOFR + 1.25% (plus 0.10% SOFR adjustment) or Base Rate + 0.25%; customary covenants include leverage ratio.","Discussions underway for a senior revolving credit facility to replace term loan and ABL in Q1 FY2025; no assurance.","Eighth Amendment to ABL Loan and Security Agreement executed to permit term loan borrowing."],"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,"calibrated_materiality_score":0.55,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222431,"accession_number":"0001375365-24-000026","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-06-21T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Super Micro enters $600M data center lease in Vernon, CA; sublicenses to Lambda","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Leased 21 MW of colocation space from 4701 Santa Fe, LLC for 10 years; aggregate obligation ~$600M.","Immediately sublicensed all rights and obligations to Lambda, Inc.; Lambda pays monthly charges plus additional fee.","SMCI retains default risk: if SMCI defaults, supplier can accelerate payments, but SMCI may seek reimbursement from Lambda.","Arrangement effectively passes operational and cost exposure to Lambda while SMCI facilitates capacity."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222430,"accession_number":"0001375365-24-000023","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["3.01","9.01"],"status":"ready","headline":"Super Micro cures Nasdaq audit committee deficiency by appointing Blair and Lin","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Received Nasdaq notice on May 3 for failing audit committee independence rule after Fred Chan's resignation.","On May 9, appointed directors Robert Blair and Judy Lin to the audit committee, within the cure period.","Audit Committee now consists of four independent directors: Tally Liu, Dan Fairfax, Robert Blair, Judy Lin.","Company regained compliance with Nasdaq Listing Rule 5605(c)(2)(A)."],"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,"calibrated_materiality_score":0.4,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222429,"accession_number":"0001375365-24-000021","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Supermicro Q3 FY24 revenue $3.85B (+200% YoY), EPS $6.56; raises FY24 revenue guidance to $14.7-15.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3.85B vs. $1.28B YoY; GAAP diluted EPS $6.56 vs. $1.53 YoY.","Non-GAAP diluted EPS $6.65 vs. $1.63 YoY, up 308%.","Gross margin 15.5% vs. 17.6% YoY; cash from operations used $1.52B.","Q4 FY24 guidance: revenue $5.1-5.5B, GAAP EPS $7.20-8.05, non-GAAP EPS $7.62-8.42.","FY24 revenue guidance raised from $14.3-14.7B to $14.7-15.1B; GAAP EPS guided $21.61-22.46."],"consensus_eps_estimate":null,"consensus_eps_actual":14.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":9634662000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":241952,"accession_number":"0001375365-24-000020","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-03-22T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Super Micro Computer closes $1.73B equity offering, selling 2M shares at $875/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Underwritten public offering of 2,000,000 shares at $875.00 per share closed March 22, 2024.","Underwriter granted 30-day option to purchase up to 300,000 additional shares.","Net proceeds of approximately $1.73 billion after underwriting discounts and expenses.","Goldman Sachs & Co. LLC acted as sole underwriter.","Offering made under automatically effective shelf registration statement on Form S-3."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":241951,"accession_number":"0001375365-24-000019","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-03-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Super Micro board member Fred Chan resigns; focus on family business","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Shiu Leung (Fred) Chan resigned as director on March 11, 2024 to focus on family owned business projects.","Chan served as chairman of Nominating and Corporate Governance Committee and as Audit Committee member.","Resignation was not due to any disagreement with the Company; board expressed gratitude.","No replacement for Chan has been announced at this time."],"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,"calibrated_materiality_score":0.4,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":241950,"accession_number":"0001375365-24-000017","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"Super Micro issues $1.725B zero-coupon convertible notes due 2029; net proceeds ~$1.70B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Notes bear no regular interest; initial conversion price ~$1,341.38/share.","Net proceeds of ~$1.70B; $142.1M used for capped call transactions, remainder for working capital and growth.","Capped call transactions entered with multiple banks to reduce dilution; cap price ~$1,951.04.","Notes are senior unsecured, redeemable at SMCI's option on/after March 1, 2027 under certain conditions.","Holders may convert upon stock price exceeding 130% of conversion price for 20 days in a quarter."],"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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":241949,"accession_number":"0001375365-24-000016","cik":1375365,"company_name":"Super Micro Computer, Inc.","ticker":"SMCI","form_type":"8-K","filed_at":"2024-02-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Supermicro prices $1.5B convertible note offering due 2029 at 37.5% conversion premium","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Zero-coupon convertible senior notes due 2029; initial purchasers may buy additional $225M.","Initial conversion price ~$1,341.38/share, a 37.5% premium over $975.52 Feb 22 closing price.","Net proceeds ~$1.47B; $123.6M for capped call transactions; balance for working capital and growth.","Capped call transactions reduce dilution; cap price $1,951.04/share (100% premium).","Closing expected Feb 27, 2024; notes mature March 1, 2029 and are redeemable after March 2027."],"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,"calibrated_materiality_score":0.65,"market_cap_usd":25803860589.70922,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2024-02-23T23:59:59+00:00|241949"}