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SMCI · Super Micro Computer, Inc. · Earnings Call Transcripts & Audio

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$41.07 +0.05 (+0.12%) At close · Sep 30
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$28.42B
Shares
656.97M
Volume · Sep 30 31.95M Avg daily vol (3M) 45M

Super Micro Computer, Inc. Earnings Call Transcripts

Quarterly earnings calls for Super Micro Computer, Inc. (SMCI), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲79.3% $1.85B $184.42M '23 Q1 22-11-01 ▲53.8% $1.80B $176.17M '23 Q2 23-01-31 ▼5.3% $1.28B $85.85M '23 Q3 23-05-02 ▲33.6% $2.18B $193.57M '23 Q4 23-08-08 ▲14.4% $2.12B $157.00M '24 Q1 23-11-01 ▲103.2% $3.66B $295.97M '24 Q2 24-01-29 ▲200% $3.85B $402.46M '24 Q3 24-04-30 ▲145.1% $5.35B $297.24M '24 Q4 24-08-06 ▲180.1% $5.94B $424.33M '25 Q1 24-11-05 ▲54.9% $5.68B $320.60M '25 Q2 25-02-11 ▲19.5% $4.60B $108.78M '25 Q3 25-05-06 ▲7.5% $5.76B $195.15M '25 Q4 25-08-05 ▼15.5% $5.02B $168.28M '26 Q1 25-11-04 ▲123.4% $12.68B $400.56M '26 Q2 26-02-03 ▲122.7% $10.24B $483.39M '26 Q3 26-05-05 LATEST ▲93.2% $11.12B $1.18B '26 Q4 26-08-11
Earnings call
FY26 · Q4
2026-08-11
Super Micro Computer, Inc. (SMCI) Q4 2026 Earnings Call Transcript
Confident tone Gross margin pressure Customer concentration and mix shift to large model builders Product platform roadmap (NVIDIA, AMD)
Revenue
$11.12B*
▲ 93.2% YoY
Gross margin
17.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY26 · Q3
2026-05-05
Super Micro Computer, Inc. (SMCI) Q3 2026 Earnings Call Transcript
Positive tone Gross margin recovery Enterprise / neocloud growth Component shortages
Revenue
$10.24B
▲ 122.7% YoY
Diluted EPS
$0.72
▲ 323.5% YoY
Gross margin
9.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q2
2026-02-03
Super Micro Computer, Inc. (SMCI) Q2 2026 Earnings Call Transcript
Positive tone Gross margin pressure Enterprise and edge diversification Working capital and financing
Revenue
$12.68B
▲ 123.4% YoY
Diluted EPS
$0.60
▲ 17.6% YoY
Gross margin
6.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2025-11-04
Super Micro Computer, Inc. (SMCI) Q1 2026 Earnings Call Transcript
Confident tone DCBBS (Data Center Building Block Solution) Revenue Guidance and Quarterly Mix Gross Margin Pressure
Revenue
$5.02B
▼ 15.5% YoY
Diluted EPS
$0.26
▼ 61.2% YoY
Gross margin
9.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-08-05
Super Micro Computer, Inc. (SMCI) Q4 2025 Earnings Call Transcript
Positive tone Data Center Building Block Solutions (DCBBS) Enterprise, IoT, and Telco Expansion AI Platform Leadership (B200, B300, GB300)
Revenue
$5.76B*
▲ 7.5% YoY
Gross margin
9.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-05-06
Super Micro Computer, Inc. (SMCI) Q3 2025 Earnings Call Transcript
Positive tone Blackwell GPU transition and platform timing Datacenter Building Block Solutions (DCBBS) and DLC-2 Inventory write-down and gross margin
Revenue
$4.60B
▲ 19.5% YoY
Diluted EPS
$0.17
▼ 74.2% YoY
Gross margin
9.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-02-11
Super Micro Computer, Inc. (SMCI) Q2 2025 Earnings Call Transcript
Positive tone NVIDIA Blackwell product ramp Financial filings and 10-K delay Datacenter Building Block Solutions (DCBBS)
Revenue
$5.68B
▲ 54.9% YoY
Diluted EPS
$0.51
▲ 0% YoY
Gross margin
11.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2024-11-05
Super Micro Computer, Inc. (SMCI) Q1 2025 Earnings Call Transcript
Positive tone Liquid Cooling and Datacenter Solutions NVIDIA Partnership and Blackwell Products Cash Flow and Working Capital
Revenue
$5.94B
▲ 180.1% YoY
Diluted EPS
$0.67
▲ 148.1% YoY
Gross margin
13.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-08-06
Super Micro Computer, Inc. (SMCI) Q4 2024 Earnings Call Transcript
Confident tone DLC Liquid Cooling Datacenter Building Block Solutions (DCBBS) Revenue and Earnings Results
Revenue
$5.35B*
▲ 145.1% YoY
Gross margin
10.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-04-30
Super Micro Computer, Inc. (SMCI) Q3 2024 Earnings Call Transcript
Confident tone Liquid Cooling (DLC) Solutions Gross Margin and Profitability Next-Generation Products
Revenue
$3.85B
▲ 200% YoY
Diluted EPS
$0.66
▲ 331.4% YoY
Gross margin
15.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-01-29
Super Micro Computer, Inc. (SMCI) Q2 2024 Earnings Call Transcript
Confident tone Green computing and liquid cooling Manufacturing capacity expansion Economies of scale and operational leverage
Revenue
$3.66B
▲ 103.2% YoY
Diluted EPS
$0.51
▲ 62.4% YoY
Gross margin
15.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2023-11-01
Super Micro Computer, Inc. (SMCI) Q1 2024 Earnings Call Transcript
Revenue
$2.12B
▲ 14.4% YoY
Diluted EPS
$0.27
▼ 19.4% YoY
Gross margin
16.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-08-08
Super Micro Computer, Inc. (SMCI) Q4 2023 Earnings Call Transcript
Revenue
$2.18B*
▲ 33.6% YoY
Gross margin
17.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-05-02
Super Micro Computer, Inc. (SMCI) Q3 2023 Earnings Call Transcript
Revenue
$1.28B
▼ 5.3% YoY
Diluted EPS
$0.15
▲ 7% YoY
Gross margin
17.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-01-31
Super Micro Computer, Inc. (SMCI) Q2 2023 Earnings Call Transcript
Revenue
$1.80B
▲ 53.8% YoY
Diluted EPS
$0.31
▲ 302.6% YoY
Gross margin
18.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2022-11-01
Super Micro Computer, Inc. (SMCI) Q1 2023 Earnings Call Transcript
Revenue
$1.85B
▲ 79.3% YoY
Diluted EPS
$0.34
▲ 597.9% YoY
Gross margin
18.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-08-09
Super Micro Computer, Inc. (SMCI) Q4 2022 Earnings Call Transcript
Revenue
$1.64B*
▲ 53% YoY
Gross margin
17.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-05-03
Super Micro Computer, Inc. (SMCI) Q3 2022 Earnings Call Transcript
Revenue
$1.36B
▲ 51.3% YoY
Diluted EPS
$0.14
▲ 308.6% YoY
Gross margin
15.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-02-01
Super Micro Computer, Inc. (SMCI) Q2 2022 Earnings Call Transcript
Revenue
$1.17B
▲ 41.2% YoY
Diluted EPS
$0.08
▲ 50% YoY
Gross margin
14.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2021-11-02
Super Micro Computer, Inc. (SMCI) Q1 2022 Earnings Call Transcript
Revenue
$1.03B
▲ 35.5% YoY
Diluted EPS
$0.05
▼ 2% YoY
Gross margin
13.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-08-10
Super Micro Computer, Inc. (SMCI) Q4 2021 Earnings Call Transcript
Revenue
$1.07B*
▲ 19.3% YoY
Gross margin
13.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-05-04
Super Micro Computer, Inc. (SMCI) Q3 2021 Earnings Call Transcript
Revenue
$895.88M
▲ 16% YoY
Diluted EPS
$0.04
▲ 20.7% YoY
Gross margin
13.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-02-02
Super Micro Computer, Inc. (SMCI) Q2 2021 Earnings Call Transcript
Revenue
$830.31M
▼ 4.7% YoY
Diluted EPS
$0.05
▲ 13% YoY
Gross margin
16.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2020-11-03
Super Micro Computer, Inc. (SMCI) Q1 2021 Earnings Call Transcript
Revenue
$762.25M
▼ 4.7% YoY
Diluted EPS
$0.05
▼ 3.9% YoY
Gross margin
17.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-08-11
Super Micro Computer, Inc. (SMCI) Q4 2020 Earnings Call Transcript
Revenue
$896.13M
▲ 4.9% YoY
Diluted EPS
$0.03
▼ 26.1% YoY
Gross margin
13.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-05-07
Super Micro Computer, Inc. (SMCI) Q3 2020 Earnings Call Transcript
Revenue
$772.41M
▲ 3.9% YoY
Diluted EPS
$0.03
▲ 38.1% YoY
Gross margin
17.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-02-06
Super Micro Computer, Inc. (SMCI) Q2 2020 Earnings Call Transcript
Revenue
$870.94M
▼ 6.5% YoY
Diluted EPS
$0.05
▲ 27.8% YoY
Gross margin
15.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2019-09-30
Super Micro Computer, Inc. (SMCI) Q1 2020 Earnings Call Transcript
Revenue
$799.80M
▼ 17.6% YoY
Diluted EPS
$0.05
▲ 37.8% YoY
Gross margin
16.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–28 of 28 earnings calls
Key facts CIK 1375365 CUSIP 86800U302 13F (30d) 27 filings 15 filers Visit website Investor relations