Super Micro Computer, Inc.
52.69+0.33 (+0.63%)
Oct 29, 4:00:00 PM EDT · NasdaqGS · SMCI · USD
Key Stats
Market Cap
31.31BP/E (TTM)
31.36Basic EPS (TTM)
1.68Dividend Yield
0%Recent Filings
8-K
Supermicro Q1 revenue misses guidance
Super Micro Computer reported preliminary Q1 fiscal 2026 revenue of $5B, below its $6B-$7B guidance, as design win upgrades shifted some deliveries to Q2. Yet the company secured over $12B in new orders for Q2'26 delivery, fueled by robust demand for Nvidia GB300, B300, RTX Pro, and AMD 355X LC products now shipping. Supermicro is gaining AI market share. It reiterated at least $33B in full-year revenue, while cautioning on fluctuating results and economic risks.
10-K
FY2025 results
Super Micro Computer, Inc. reported strong financial growth for FY2025 ended June 30, 2025, with net sales surging 46.6% to $21.97 billion from $14.99 billion in FY2024, driven by demand for GPU servers, HPC, and rack-scale solutions amid AI and data center expansion. Gross profit rose 17.9% to $2.43 billion, though margins contracted to 11.1% from 13.8% due to competitive pricing and product mix shifts. Operating expenses increased 38.4% to $1.18 billion, reflecting higher R&D ($637 million) and sales/marketing ($273 million) investments in innovation and talent. Net income declined 9.1% to $1.05 billion from $1.15 billion, with diluted EPS at $1.68 versus $1.92, impacted by rising interest expenses from $4.8 billion in convertible notes. Cash reserves grew to $5.17 billion, supporting operations amid $4.68 billion in inventories. The company expanded facilities in Malaysia and the Netherlands, while navigating export controls and supply chain challenges. Despite material weaknesses in internal controls, management is remediating issues, and the Board maintains oversight. FY2025 highlighted robust revenue momentum but pressured margins and profitability.
8-K
Supermicro's FY25 AI surge
Super Micro Computer reported Q4 fiscal 2025 net sales of $5.8 billion, up from $4.6 billion last quarter but below $5.4 billion a year ago, with gross margin slipping to 9.5% amid rising R&D costs. Full-year sales hit $22.0 billion, a 47% surge driven by AI solutions and new Datacenter Building Block offerings that speed deployments for cloud and enterprise clients. Cash swelled to $5.2 billion, yet net income dipped to $1.0 billion. AI momentum builds.
8-K
Receivables facility boosts liquidity
Super Micro Computer inked a $1.79 billion uncommitted receivables purchase deal with MUFG Bank and Crédit Agricole on July 16, 2025, letting it offload eligible accounts receivable at Term SOFR plus 1.15%-2.80% discounts. This setup frees up cash for operations while shifting collection risks to buyers, though it's uncommitted so funding hinges on purchaser discretion. Termination looms with 30 days' notice or upon events like defaults.
8-K
Supermicro's $2.3B Notes Close
Super Micro Computer completed a $2.3 billion private placement of 0.00% Convertible Senior Notes due 2030 on June 26, 2025, netting $2.26 billion after fees. The firm deployed $182.2 million to capped call transactions capping dilution at $81.78 per share, while repurchasing 4.9 million shares for $200 million from note buyers. Remaining funds target working capital and expansion. Notes convert at $55.20 per share, 35% above the $40.89 closing price. Hedging by counterparties may sway stock prices.
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