secwatch.observer — SEC 8-K summary
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Issuer:     Super Micro Computer, Inc. (SMCI)
CIK:        0001375365
Form:       8-K
Filed at:   2025-08-05T23:59:59+00:00
Accession:  0001375365-25-000023
Event type: earnings
Sentiment:  neutral
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Super Micro Q4 FY2025 rev $5.8B, EPS $0.31; guides FY26 rev at least $33B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1375365/000137536525000023/0001375365-25-000023-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1375365/000137536525000023/smci-20250805.htm
  HTML page:      https://secwatch.observer/filing/0001375365-25-000023

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