{"schema_version":"secwatch.filing_event.v1","accession":"0001375365-23-000009","form_type":"8-K","ticker":"SMCI","cik":"0001375365","company_name":"Super Micro Computer, Inc.","filed_at":"2023-01-31T23:59:59+00:00","discovered_at":"2026-05-14T18:03:44.672345+00:00","generated_at":"2026-06-20T05:11:55.920896+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Supermicro reports Q2 FY2023 revenue of $1.80B, GAAP EPS $3.14; guides Q3 revenue down ~18% sequentially","bullets":["Net sales $1.80B (+54% YoY), GAAP net income $176M ($3.14 diluted EPS) vs $184M ($3.35) prior Q.","Non-GAAP diluted EPS $3.26 vs $3.42 prior Q and $0.88 YoY; gross margin 18.7% GAAP, 18.8% non-GAAP.","Q3 FY2023 guidance: net sales $1.42B-$1.52B; GAAP EPS $1.75-$2.02; non-GAAP EPS $1.88-$2.14.","FY2023 guidance maintained: net sales $6.5B-$7.5B; GAAP EPS $8.50-$11.00; non-GAAP EPS $9.00-$11.30.","Cash $305M, debt $170M at Dec 31, 2022; operating cash flow $161M in Q2."],"urls":{"canonical":"https://secwatch.observer/filing/0001375365-23-000009","json":"https://secwatch.observer/filing/0001375365-23-000009.json","markdown":"https://secwatch.observer/filing/0001375365-23-000009.md","text":"https://secwatch.observer/filing/0001375365-23-000009.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1375365/000137536523000009/0001375365-23-000009-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1375365/000137536523000009/smci-20230131.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T05:11:55.920896+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"08ab2711e403a83bca2ad2b7029c178810b17be3","claim":"Super Micro Computer, Inc. reported Third quarter of fiscal year 2023 ending March 31, 2023 results: revenue $1.42 billion to $1.52 billion, EPS GAAP net income per diluted share of $1.75 to $2.02 and non-GAAP net income per diluted share of $1.88 to $2.14. Guidance initiated.","evidence_excerpt":"For the third quarter of fiscal year 2023 ending March 31, 2023, the Company expects net sales of $1.42 billion to $1.52 billion, GAAP net income per diluted share of $1.75 to $2.02 and non-GAAP net income per diluted share of $1.88 to $2.14.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1375365/000137536523000009/0001375365-23-000009-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Third quarter of fiscal year 2023 ending March 31, 2023"},{"label":"Revenue","value":"$1.42 billion to $1.52 billion"},{"label":"EPS","value":"GAAP net income per diluted share of $1.75 to $2.02 and non-GAAP net income per diluted share of $1.88 to $2.14"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"9e6e8c1293088ba76b99bd80690c01992783799a","claim":"Super Micro Computer, Inc. reported Second quarter fiscal year 2023 ended December 31, 2022 results: revenue $1.80 billion, net income $176 million, EPS $3.14.","evidence_excerpt":"• Net sales of $1.80 billion versus $1.85 billion in the first quarter of fiscal year 2023 and $1.17 billion in the same quarter of last year. • Gross margin of 18.7% versus 18.8% in the first quarter of fiscal year 2023 and 14.0% in the same quarter of last year. • Net income of $176 million versus $184 million in the first quarter of fiscal year 2023 and $42 million in the same quarter of last year. • Diluted net income per common share of $3.14 versus $3.35 in the first quarter of fiscal year 2023 and $0.78 in the same quarter of last year. • Non-GAAP diluted net income per common share of $3.26 versus $3.42 in the first quarter of fiscal year 2023 and $0.88 in the same quarter of last year.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1375365/000137536523000009/0001375365-23-000009-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Second quarter fiscal year 2023 ended December 31, 2022"},{"label":"Revenue","value":"$1.80 billion"},{"label":"Net income","value":"$176 million"},{"label":"EPS","value":"$3.14"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"d37a147af52433a45405a36527fed9152b13bcc3","claim":"Super Micro Computer, Inc. reported Fiscal year 2023 ending June 30, 2023 results: revenue $6.5 billion to $7.5 billion, EPS GAAP net income per diluted share from a range of $8.50 to $11.00, and non-GAAP net income per diluted share from a rang. Guidance reaffirmed.","evidence_excerpt":"For fiscal year 2023 ending June 30, 2023, the Company maintains its guidance for net sales from a range of $6.5 billion to $7.5 billion, GAAP net income per diluted share from a range of $8.50 to $11.00, and non-GAAP net income per diluted share from a range of $9.00 to $11.30.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1375365/000137536523000009/0001375365-23-000009-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fiscal year 2023 ending June 30, 2023"},{"label":"Revenue","value":"$6.5 billion to $7.5 billion"},{"label":"EPS","value":"GAAP net income per diluted share from a range of $8.50 to $11.00, and non-GAAP net income per diluted share from a rang"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}