secwatch.observer — SEC 8-K summary
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Issuer:     Super Micro Computer, Inc. (SMCI)
CIK:        0001375365
Form:       8-K
Filed at:   2026-08-11T20:06:16+00:00
Accession:  0001375365-26-000021
Event type: earnings
Sentiment:  positive
Materiality: 0.95
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Supermicro Q4 FY26 revenue $11.1B (+91% YoY), EPS $1.62; Q1 guidance $14.5-15.5B
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- Q4 net sales $11.1B vs $5.8B YoY; GAAP diluted EPS $1.62 vs $0.31; non-GAAP EPS $1.70 vs $0.41.
- FY26 revenue $39.1B vs $22.0B; GAAP net income $2.2B ($3.26/sh) vs $1.0B ($1.68/sh); non-GAAP $3.63/sh.
- Q1 FY27 guidance: revenue $14.5-15.5B, GAAP EPS $0.89-0.98, non-GAAP EPS $1.01-1.10; FY27 revenue $65-72B.
- Q4 gross margin jumped to 17.5% from 9.5% YoY; added several hundred enterprise customers and $60B in new orders.
- Cash and equivalents $7.5B, total debt $8.7B at June 30, 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1375365/000137536526000021/0001375365-26-000021-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1375365/000137536526000021/smci-20260811.htm
  HTML page:      https://secwatch.observer/filing/0001375365-26-000021

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