{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-045989","form_type":"8-K","ticker":"SMCI","cik":"0001375365","company_name":"Super Micro Computer, Inc.","filed_at":"2025-10-23T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.254460+00:00","generated_at":"2026-05-17T02:28:48.728866+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Super Micro cuts Q1 FY2026 revenue estimate to $5B from $6B-$7B; secures >$12B design wins","bullets":["Estimated Q1'26 revenue of $5B, down from prior guidance of $6B-$7B, due to design-win upgrades pushing revenue into Q2.","Recent design wins exceed $12B, with customers requesting delivery in Q2'26.","Reiterates FY2026 revenue of at least $33B.","Strong demand for new AI liquid-cooled solutions: Nvidia GB300, B300, RTX Pro, AMD 355X LC, now shipping.","Earnings call scheduled for November 4 at 5PM EST."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-045989","json":"https://secwatch.observer/filing/0001628280-25-045989.json","markdown":"https://secwatch.observer/filing/0001628280-25-045989.md","text":"https://secwatch.observer/filing/0001628280-25-045989.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1375365/000162828025045989/0001628280-25-045989-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1375365/000162828025045989/smci-20251023.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T02:28:48.728866+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}