Highest-materiality recent filing
Super Micro appoints Shesha Krishnapura to board; Judy Lin to retire October 9, 2026
Super Micro appointed Shesha Krishnapura as an independent director effective October 9, 2026; he is former Intel IT CTO and Intel Fellow with a 35-year career.
Supermicro Q4 FY26 revenue $11.1B (+91% YoY), EPS $1.62; Q1 guidance $14.5-15.5B
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.
Super Micro declares initial cash dividend on Series A Mandatory Convertible Preferred Stock
Dividend of $14.7778 per share of Series A Mandatory Convertible Preferred Stock declared.
Revenue estimated near low end of $11.0-12.5B guidance; gross margins 15-17% significantly above guided 8.2-8.4%.
Super Micro issues 75M depositary shares of 7% mandatory convertible preferred stock raising ~$3.75B
Issued 75M depositary shares (1/20 interest each) of 7.00% Series A Mandatory Convertible Preferred Stock; over-allotment option for up to 11.25M additional shares.
Supermicro prices $7B equity/equity-linked financing to fund $39B AI server orders
Priced 45.45M common shares at $27.50 (expected net $1.22B) and 75M depositary shares at $50 (7% mandatory convertible preferred, net $3.68B).
SMCI updates risk factors: indictment, multiple subpoenas, CEO related-party loan
March 2026 indictment unsealed against three former employees for export control conspiracy; company cooperating.
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.
Supermicro Q3 FY25 revenue $4.60B, EPS $0.17, guidance cut, FY25 outlook lowered
Net sales $4.60B down 19% QoQ ($5.68B) and up 19% YoY ($3.85B); gross margin 9.6% vs 11.8% Q2.
Supermicro pre-announces Q3 revenue miss; guides $4.5-4.6B vs prior $5-6B
Preliminary Q3 net sales $4.5-4.6B, well below prior guidance of $5.0-6.0B.
Supermicro appoints independent director Scott Angel and General Counsel Yitai Hu
Scott Angel appointed independent director effective March 31, 2025; 37-year Deloitte veteran with tech and semiconductor expertise.
Super Micro resolves Nasdaq filing delinquency; all periodic reports now filed
Received Nasdaq delisting notice on Feb 21 for missing Q2 FY2025 10-Q and continued delays on FY2024 10-K and Q1 FY2025 10-Q.
SMCI closes $700M 2.25% convertible notes due 2028; amends $1.64B 2029 notes to 3.50%
Issued $700M aggregate principal 2.25% Convertible Senior Notes due July 15, 2028; initial conversion price ~$61.06 (50% premium over $40.704 VWAP).
Q2 FY2025 preliminary: rev $5.6-5.7B (+54% YoY); GAAP EPS $0.50-0.52 flat; non-GAAP EPS $0.58-0.60 (+5%).
Super Micro terminates $50M loan with HSBC Taiwan; fully repaid Sept 9, undrawn since
Loan Agreement terminated and not renewed on December 20, 2024.
Super Micro gets Nasdaq extension until Feb 25, 2025 to file overdue reports
Nasdaq granted Super Micro an exception to Listing Rule 5250(c)(1) through February 25, 2025.
Supermicro Special Committee finds no misconduct, no restatement; appoints CAO, begins CFO search
Special Committee investigation concluded no evidence of fraud or misconduct by management or Board.
SMCI prepays and terminates two loan agreements with Cathay Bank and Bank of America
Prepaid in full and terminated Loan Agreement with Cathay Bank on Nov 20, 2024.
SMCI receives Nasdaq delisting notice for delayed 10-K and 10-Q filings
Nasdaq notified SMCI on Nov 19 of non-compliance with Listing Rule 5250(c)(1) due to delayed 10-K (due Aug 29) and Q1 10-Q (due Nov 12).
Super Micro appoints BDO as auditor, submits Nasdaq compliance plan
Appointed BDO USA as independent auditor effective November 18, 2024.
Supermicro Q1 prelim rev $5.9B-$6.0B (below guide); special comm finds no fraud
Prelim Q1 net sales $5.9B-$6.0B vs guidance $6.0B-$7.0B; GAAP diluted EPS $0.68-$0.70.
Super Micro extends financial reporting deadlines under Cathay Bank loan, adds $150M cash covenant
Deadline for audited FY24 financials extended from Oct 28 to Dec 31, 2024.
Super Micro's auditor Ernst & Young resigns over governance and transparency concerns
EY resigned on Oct 24, 2024, citing inability to rely on management and Audit Committee representations; company disagrees.
Extended deadline to deliver audited FY2024 financials from Sept 28 to Nov 27 under ABL and Term Loan agreements.
Super Micro Computer announces 10-for-1 forward stock split effective Sept 30
10-for-1 forward split effective at 5:00 p.m. ET on September 30, 2024.
Super Micro Computer receives Nasdaq non-compliance notice for late 10-K filing
Nasdaq notice due to delay in filing FY2024 10-K due August 29, 2024.
Supermicro delays annual report, denies short seller claims; shipped 2,000 liquid-cooled AI racks
Audit Committee formed to review internal controls; FY2024 10-K delayed; no material changes expected in results.
SMCI delays FY2024 10-K filing; needs more time for internal controls assessment
Will file Notification of Late Filing on Form 12b-25 on August 30, 2024.
Supermicro appoints former Intel interim GC Susie Giordano to board
Board expanded to 9 directors; Giordano appointed as Class III director on Aug 15, 2024.
Supermicro Q4 revenue $5.31B (+144% YoY); guides Q1 $6-7B, FY25 $26-30B; 10-for-1 stock split
Q4 FY2024 net sales $5.31B vs $2.18B YoY; GAAP diluted EPS $5.51, non-GAAP $6.25.
Super Micro enters $500M term loan facility due Jan 2025; discusses potential revolver refinancing
$500M unsecured term loan maturing Jan 17, 2025; proceeds for working capital and general corporate purposes.
Super Micro enters $600M data center lease in Vernon, CA; sublicenses to Lambda
Leased 21 MW of colocation space from 4701 Santa Fe, LLC for 10 years; aggregate obligation ~$600M.
Super Micro cures Nasdaq audit committee deficiency by appointing Blair and Lin
Received Nasdaq notice on May 3 for failing audit committee independence rule after Fred Chan's resignation.
Net sales $3.85B vs. $1.28B YoY; GAAP diluted EPS $6.56 vs. $1.53 YoY.
On October 8, 2026, the Board of Directors (the “Board”) of Super Micro Computer, Inc. (the “Company”) appointed Shesha Krishnapura to serve as a member of the Board, effective October 9, 2026. Mr. Krishnapura will serve as an independent director.
On October 7, 2026, Judy Lin, a member of the Board, notified the Company of her decision to retire from the Board. Her service on the Board will conclude on October 9, 2026.
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.
The Board also voted to appoint Mr. Scott Angel as a Class II director, effective March 31, 2025
On the same date, Ms. Susie Giordano was appointed as a Class III director by the Board to fill the vacancy on the Board resulting from the increase in the authorized number of directors to nine (9), with her term expiring at the Company’s annual meeting of stockholders following fiscal year 2024.
On March 11, 2024, Mr. Shiu Leung (Fred) Chan resigned as a director of Super Micro Computer, Inc. (the “Company”) in order to focus on family owned business projects.
On the same date, Mr. Robert L. Blair was appointed as a Class III director by the Board to fill the vacancy on the Board
Ms. Judy Lin was appointed as a Class II director by the Board to fill the vacancy
Max materiality 0.95 · Median 0.75 · Most common event earnings