secwatch.observer — SEC 8-K summary
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Issuer:     Super Micro Computer, Inc. (SMCI)
CIK:        0001375365
Form:       8-K
Filed at:   2026-11-03T21:31:04+00:00
Accession:  0001375365-26-000026
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Supermicro Q1 FY27 net sales $19.9B vs $5.0B a year ago; diluted EPS $1.75, Q2 guide $19.5-21.5B
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- Net sales $19.9B vs $5.0B in Q1 FY26 and $11.1B in Q4 FY26; GAAP gross margin 12.7% vs 17.5% QoQ and 9.3% YoY.
- Net income $1,594M vs $168M a year ago; diluted EPS $1.75 vs $0.26; non-GAAP diluted EPS $1.81 on non-GAAP gross margin of 12.8%.
- Q2 FY27 outlook: net sales $19.5-21.5B, GAAP EPS $1.59-1.83, non-GAAP EPS $1.66-1.90; full FY27 net sales guided to $72.0-82.0B.
- Cash and equivalents $6.9B at Sept 30, 2026; bank debt and convertible notes $8.6B; Q1 operating cash flow -$434M, capex $47M.
- Declared $17.50/share dividend on 7.00% Series A Mandatory Convertible Preferred ($0.875 per SMCIP depositary share), payable Dec 1 to holders of record Nov 15.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1375365/000137536526000026/0001375365-26-000026-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1375365/000137536526000026/smci-20261103.htm
  HTML page:      https://secwatch.observer/filing/0001375365-26-000026

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