{"schema_version":"secwatch.filing_event.v1","accession":"0001375365-23-000040","form_type":"8-K","ticker":"SMCI","cik":"0001375365","company_name":"Super Micro Computer, Inc.","filed_at":"2023-11-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:28.794561+00:00","generated_at":"2026-06-09T02:10:49.679862+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Supermicro Q1 FY2024 revenue $2.12B, GAAP EPS $2.75; raises FY revenue outlook to $10-11B","bullets":["Net sales $2.12B (+14.6% YoY); GAAP net income $157M vs $184M YoY; diluted EPS $2.75 vs $3.35.","Non-GAAP diluted EPS $3.43 vs $3.42 YoY; gross margin 16.7% vs 18.8% YoY.","Q2 FY2024 guidance: revenue $2.7-2.9B, GAAP diluted EPS $3.75-4.24, non-GAAP $4.40-4.88.","FY2024 revenue outlook raised to $10-11B (previously $10-11B maintained, CEO cites strong AI demand).","Cash from operations $271M; cash & equivalents $543M; total bank debt $146M."],"urls":{"canonical":"https://secwatch.observer/filing/0001375365-23-000040","json":"https://secwatch.observer/filing/0001375365-23-000040.json","markdown":"https://secwatch.observer/filing/0001375365-23-000040.md","text":"https://secwatch.observer/filing/0001375365-23-000040.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1375365/000137536523000040/0001375365-23-000040-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1375365/000137536523000040/smci-20231101.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T02:10:49.679862+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":"3e767994e1b58c7d31ca8e14f4ed4961885355a6","claim":"Super Micro Computer, Inc. reported second quarter of fiscal year 2024 ending December 31, 2023 results: revenue $2.7 billion to $2.9 billion, EPS $3.75 to $4.24. Guidance initiated.","evidence_excerpt":"For the second quarter of fiscal year 2024 ending December 31, 2023, the Company expects net sales of $2.7 billion to $2.9 billion, GAAP net income per diluted share of $3.75 to $4.24 and non-GAAP net income per diluted share of $4.40 to $4.88.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1375365/000137536523000040/0001375365-23-000040-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter of fiscal year 2024 ending December 31, 2023"},{"label":"Revenue","value":"$2.7 billion to $2.9 billion"},{"label":"EPS","value":"$3.75 to $4.24"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"8693025dd02aa0df554310e4f9e1b071262ff1a6","claim":"Super Micro Computer, Inc. reported fiscal year 2024 ending June 30, 2024 results: revenue $10 billion to $11 billion. Guidance raised.","evidence_excerpt":"million that are excluded from non-GAAP net income per diluted share. For fiscal year 2024 ending June 30, 2024, the Company maintains its guidance for net sales from a range of $10 billion to $11 billion. Conference Call and Webcast Information Supermicro will hold a public webcast at 2:00 p.m. PDT today to discuss the results for its first quarter of fiscal year","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1375365/000137536523000040/0001375365-23-000040-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2024 ending June 30, 2024"},{"label":"Revenue","value":"$10 billion to $11 billion"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"99218c26695711b95ee6cf797f046e4b4cc02d2f","claim":"Super Micro Computer, Inc. reported first quarter of fiscal year 2024 ended September 30, 2023 results: revenue $2.12 billion, net income $157 million, EPS $2.75.","evidence_excerpt":"Net sales of $2.12 billion versus $2.18 billion in the fourth quarter of fiscal year 2023 and $1.85 billion in the same quarter of last year. • Gross margin of 16.7% versus 17.0% in the fourth quarter of fiscal year 2023 and 18.8% in the same quarter of last year. • Net income of $157 million versus $194 million in the fourth quarter of fiscal year 2023 and $184 million in the same quarter of last year. • Diluted net income per common share of $2.75 versus $3.43 in the fourth quarter of fiscal year 2023 and $3.35 in the same quarter of last year.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1375365/000137536523000040/0001375365-23-000040-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of fiscal year 2024 ended September 30, 2023"},{"label":"Revenue","value":"$2.12 billion"},{"label":"Net income","value":"$157 million"},{"label":"EPS","value":"$2.75"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}