Highest-materiality recent filing
Super Micro SVP Worldwide Sales Don Clegg retiring; consulting deal at $19,450/month
Don Clegg, SVP Worldwide Sales, retires effective May 15, 2026; no disagreement stated.
Supermicro Q3 rev $10.2B, EPS $0.72; Q4 rev guidance $11-12.5B
Q3 FY2026 revenue $10.2B vs $12.7B QoQ and $4.6B YoY; gross margin 9.9% vs 6.3% QoQ.
SMCI shareholders approve 15M new shares for equity plan; re-elect three Class I directors
Shareholders approved amendment to 2020 Equity Plan, adding 15M new shares (total reserve 118M shares). For: 227.8M, Against: 51.7M, Abstain: 0.8M.
Super Micro: three indicted for export violations; board member resigns, appoints acting CCO
Yih-Shyan 'Wally' Liaw (SVP, board member), Steven Chang (sales mgr), and contractor Willy Sun indicted for alleged export-control conspiracy.
Supermicro Q2 rev $12.7B, EPS $0.60; margin slumps to 6.3%; guides Q3 rev ≥$12.3B, FY rev ≥$40B
Q2 FY26 net sales $12.7B vs $5.7B YoY (+123%); GAAP diluted EPS $0.60 vs $0.51 YoY (+18%).
Super Micro Computer amends credit agreement, lowers initial interest margin
Fiscal year-end references corrected from December 31 to June 30 throughout credit agreement.
Super Micro Taiwan subsidiary enters up to $2B revolving credit facility
Initial commitments: $350M (Facility A1) + $360M (Facility A2), expandable to $2B total.
Super Micro enters consulting pact with departing executive George Kao
George Kao departed from executive role; entered 3-month consulting agreement starting Jan 1, 2026.
Super Micro enters $2B revolving credit facility maturing Dec 2030
Initial $2.0B revolving credit facility with JPMorgan Chase as administrative agent; option to increase by up to $1.0B.
SMCI SVP Operations George Kao retiring Dec 31; Tom Xiao to succeed
George Kao, SVP of Operations, will retire on December 31, 2025.
Supermicro Q1 FY2026 revenue $5.0B, EPS $0.26; guides Q2 revenue $10-11B
Net sales $5.0B, down 15% YoY from $5.9B; GAAP net income $168M vs $424M YoY.
Super Micro cuts Q1 FY2026 revenue estimate to $5B from $6B-$7B; secures >$12B design wins
Estimated Q1'26 revenue of $5B, down from prior guidance of $6B-$7B, due to design-win upgrades pushing revenue into Q2.
Super Micro Q4 FY2025 rev $5.8B, EPS $0.31; guides FY26 rev at least $33B
Q4 net sales $5.8B (up 7% QoQ, up 7% YoY); GAAP diluted EPS $0.31 (vs $0.46 Q4'24).
Super Micro enters $1.79B receivables purchase facility with MUFG, Crédit Agricole
Uncommitted facility allows sale of accounts receivable up to $1,790,000,000.
Supermicro prices $2.3B zero-coupon convertible notes due 2030; repurchases 4.9M shares
Total principal $2.3B 0.00% convertible senior notes due 2030; net proceeds ~$2.26B.
Supermicro proposes $2.0B convertible notes due 2030; up to $200M for share repurchase
Offers $2.0B aggregate principal of convertible senior notes due June 15, 2030; option for additional $300M.
SMCI shareholders approve 18M new shares for equity plan; re-elect two directors
Stockholders approved amendment to 2020 Equity Plan, increasing available shares by 18M to 103M total.
On May 12, 2026, Mr. Don Clegg, Senior Vice President of Worldwide Sales, informed Super Micro Computer, Inc. (the “Company”) that he will retire effective May 15, 2026.
Max materiality 0.85 · Median 0.65 · Most common event debt