SMCI · Super Micro Computer, Inc.
$39.84
+0.68 (+1.74%)
At close · Aug 14
Market Cap
$22.62B
Shares
601.42M
Super Micro Computer, Inc. Earnings Call Transcripts
Every quarterly earnings call for Super Micro Computer, Inc. (SMCI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
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
LATEST
▲122.7%
$10.24B
$483.39M
'26 Q3
26-05-05
Earnings call
FY26 · Q4
2026-08-11
Super Micro Computer, Inc. Q4 FY2026 Earnings Call
Confident tone
Gross margin pressure
Customer concentration and mix shift to large model builders
Product platform roadmap (NVIDIA, AMD)
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-05-05
Super Micro Computer, Inc. Q3 FY2026 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-02-03
Super Micro Computer, Inc. Q2 FY2026 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-11-04
Super Micro Computer, Inc. Q1 FY2026 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-08-05
Super Micro Computer, Inc. Q4 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-05-06
Super Micro Computer, Inc. Q3 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-02-11
Super Micro Computer, Inc. Q2 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-11-05
Super Micro Computer, Inc. Q1 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-08-06
Super Micro Computer, Inc. Q4 FY2024 Earnings Call
Revenue
$5.35B*
▲ 145.1% YoY Gross margin
10.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-04-30
Super Micro Computer, Inc. Q3 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-01-29
Super Micro Computer, Inc. Q2 FY2024 Earnings Call
Revenue
$3.66B
▲ 103.2% YoY Diluted EPS
$0.51
▲ 62.4% YoY Gross margin
15.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-11-01
Super Micro Computer, Inc. Q1 FY2024 Earnings Call
Revenue
$2.12B
▲ 14.4% YoY Diluted EPS
$0.27
▼ 19.4% YoY Gross margin
16.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-08-08
Super Micro Computer, Inc. Q4 FY2023 Earnings Call
Revenue
$2.18B*
▲ 33.6% YoY Gross margin
17.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-05-02
Super Micro Computer, Inc. Q3 FY2023 Earnings Call
Revenue
$1.28B
▼ 5.3% YoY Diluted EPS
$0.15
▲ 7% YoY Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-01-31
Super Micro Computer, Inc. Q2 FY2023 Earnings Call
Revenue
$1.80B
▲ 53.8% YoY Diluted EPS
$0.31
▲ 302.6% YoY Gross margin
18.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-11-01
Super Micro Computer, Inc. Q1 FY2023 Earnings Call
Revenue
$1.85B
▲ 79.3% YoY Diluted EPS
$0.34
▲ 597.9% YoY Gross margin
18.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-08-09
Super Micro Computer, Inc. Q4 FY2022 Earnings Call
Revenue
$1.64B*
▲ 53% YoY Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-05-03
Super Micro Computer, Inc. Q3 FY2022 Earnings Call
Revenue
$1.36B
▲ 51.3% YoY Diluted EPS
$0.14
▲ 308.6% YoY Gross margin
15.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-02-01
Super Micro Computer, Inc. Q2 FY2022 Earnings Call
Revenue
$1.17B
▲ 41.2% YoY Diluted EPS
$0.08
▲ 50% YoY Gross margin
14.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-11-02
Super Micro Computer, Inc. Q1 FY2022 Earnings Call
Revenue
$1.03B
▲ 35.5% YoY Diluted EPS
$0.05
▼ 2% YoY Gross margin
13.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-08-10
Super Micro Computer, Inc. Q4 FY2021 Earnings Call
Revenue
$1.07B*
▲ 19.3% YoY Gross margin
13.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-05-04
Super Micro Computer, Inc. Q3 FY2021 Earnings Call
Revenue
$895.88M
▲ 16% YoY Diluted EPS
$0.04
▲ 20.7% YoY Gross margin
13.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-02-02
Super Micro Computer, Inc. Q2 FY2021 Earnings Call
Revenue
$830.31M
▼ 4.7% YoY Diluted EPS
$0.05
▲ 13% YoY Gross margin
16.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-11-03
Super Micro Computer, Inc. Q1 FY2021 Earnings Call
Revenue
$762.25M
▼ 4.7% YoY Diluted EPS
$0.05
▼ 3.9% YoY Gross margin
17.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-08-11
Super Micro Computer, Inc. Q4 FY2020 Earnings Call
Revenue
$896.13M
▲ 4.9% YoY Diluted EPS
$0.03
▼ 26.1% YoY Gross margin
13.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-05-07
Super Micro Computer, Inc. Q3 FY2020 Earnings Call
Revenue
$772.41M
▲ 3.9% YoY Diluted EPS
$0.03
▲ 38.1% YoY Gross margin
17.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-02-06
Super Micro Computer, Inc. Q2 FY2020 Earnings Call
Revenue
$870.94M
▼ 6.5% YoY Diluted EPS
$0.05
▲ 27.8% YoY Gross margin
15.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-09-30
Super Micro Computer, Inc. Q1 FY2020 Earnings Call
Revenue
$799.80M
▼ 17.6% YoY Diluted EPS
$0.05
▲ 37.8% YoY Gross margin
16.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–28 of 28 earnings calls
Key facts
CIK
1375365
CUSIP
86800U302
13F (30d)
740 filings
725 filers
Visit website
Investor relations