secwatch.observer — SEC 8-K summary
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Issuer:     Super Micro Computer, Inc. (SMCI)
CIK:        0001375365
Form:       8-K
Filed at:   2025-11-04T23:59:59+00:00
Accession:  0001375365-25-000029
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Supermicro Q1 FY2026 revenue $5.0B, EPS $0.26; guides Q2 revenue $10-11B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1375365/000137536525000029/0001375365-25-000029-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1375365/000137536525000029/smci-20251104.htm
  HTML page:      https://secwatch.observer/filing/0001375365-25-000029

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer