{"schema_version":"secwatch.filing_event.v1","accession":"0001375365-25-000001","form_type":"8-K","ticker":"SMCI","cik":"0001375365","company_name":"Super Micro Computer, Inc.","filed_at":"2025-02-11T23:59:59+00:00","discovered_at":"2026-05-14T18:03:03.464865+00:00","generated_at":"2026-05-26T23:18:03.811968+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Supermicro reports Q2 rev $5.6-5.7B (+54% YoY) but cuts FY25 revenue guide to $23.5-25B; DOJ/SEC subpoenas","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001375365-25-000001","json":"https://secwatch.observer/filing/0001375365-25-000001.json","markdown":"https://secwatch.observer/filing/0001375365-25-000001.md","text":"https://secwatch.observer/filing/0001375365-25-000001.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1375365/000137536525000001/0001375365-25-000001-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1375365/000137536525000001/smci-20250211.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-26T23:18:03.811968+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}