Highest-materiality recent filing
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.
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 Taiwan subsidiary enters up to $2B revolving credit facility
Initial commitments: $350M (Facility A1) + $360M (Facility A2), expandable to $2B total.
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).
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.
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