{"schema_version":"secwatch.filing_event.v1","accession":"0001375365-26-000013","form_type":"8-K","ticker":"SMCI","cik":"0001375365","company_name":"Super Micro Computer, Inc.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.208927+00:00","generated_at":"2026-05-14T23:18:03.099659+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Supermicro Q3 rev $10.2B, EPS $0.72; Q4 rev guidance $11-12.5B","bullets":["Q3 FY2026 revenue $10.2B vs $12.7B QoQ and $4.6B YoY; gross margin 9.9% vs 6.3% QoQ.","GAAP diluted EPS $0.72 vs $0.60 QoQ and $0.17 YoY; non-GAAP EPS $0.84 vs $0.31 YoY.","Operating cash flow used $6.6B; cash $1.3B, total debt $8.8B.","Q4 FY2026 guidance: revenue $11.0-12.5B, GAAP EPS $0.53-0.67, non-GAAP EPS $0.65-0.79.","FY2026 revenue guidance $38.9-40.4B, implying H2 growth vs $30.7B first 9 months."],"urls":{"canonical":"https://secwatch.observer/filing/0001375365-26-000013","json":"https://secwatch.observer/filing/0001375365-26-000013.json","markdown":"https://secwatch.observer/filing/0001375365-26-000013.md","text":"https://secwatch.observer/filing/0001375365-26-000013.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1375365/000137536526000013/0001375365-26-000013-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1375365/000137536526000013/smci-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:18:03.099659+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":"07e1a2e40561317f1c4e243fbf81297e8a34f348","claim":"Super Micro Computer, Inc. reported third quarter of fiscal year 2026 ended March 31, 2026 results: revenue $10.2 billion, net income $483 million, EPS $0.72. Guidance reaffirmed.","evidence_excerpt":"and 5G/Edge, today announced unaudited financial results for its third quarter of fiscal year 2026 ended March 31, 2026. Third Quarter Fiscal Year 2026 Highlights • Net sales of $10.2 billion versus $12.7 billion in Q2'26 and $4.6 billion in Q3'25. • Gross margin of 9.9% versus 6.3% in Q2'26 and 9.6% in Q3'25. • Net income of $483 million versus $401 million in Q2'26","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1375365/000137536526000013/0001375365-26-000013-index.htm","confidence":0.97,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter of fiscal year 2026 ended March 31, 2026"},{"label":"Revenue","value":"$10.2 billion"},{"label":"Net income","value":"$483 million"},{"label":"EPS","value":"$0.72"},{"label":"Guidance","value":"reaffirmed"},{"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"}