Super Micro Computer targets $40B full-year revenue as DCBBS drives margin outlook [Seeking Alpha]
Super Micro Computer, Inc. (SMCI)
Last super micro computer, inc. earnings: 8/3 04:05 pm
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US:NASDAQ Investor Relations:
ir.supermicro.com/investor-relations
Company Research
Source: Seeking Alpha
Charles Liang, Founder, Chairman, President & CEO, emphasized that "Super Micro delivered a strong fiscal Q2 as AI infrastructure demand continues to accelerate across every major customer segment." Liang highlighted record revenue of $12.68 billion for the quarter, driven Quick Insights Record Q2 revenue was driven by accelerated AI infrastructure demand, strong adoption of the Data Center Building Block Solution (DCBBS), and broad customer momentum across major segments. Super Micro Computer is enhancing operational strategies by targeting higher-margin customers, expanding modularized subsystems, increasing manufacturing automation, diversifying revenue streams, and focusing on maturing its DCBBS product line to improve gross margin. Risks include ongoing component shortages, volatile pricing, tariffs, supply chain disruptions, and large customer concentration, though the company is working to diversify its customer base and product mix. Recommended For You More Trendi
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SMCI
News
- Super Micro Computer, Inc. (SMCI) Q2 2026 Earnings Call Transcript [Seeking Alpha]Seeking Alpha
- Super Micro Computer soars as AI demand drives massive revenue beat [Yahoo! Finance]Yahoo! Finance
- Super Micro (NASDAQ:SMCI) Reports Bullish Q4 CY2025, Stock Soars [Yahoo! Finance]Yahoo! Finance
- Earnings Snapshot: Supermicro comfortably beats FQ2 estimates [Seeking Alpha]Seeking Alpha
- Super Micro Computer soars as Q2 results, guidance top estimates [Seeking Alpha]Seeking Alpha
SMCI
Earnings
- 2/3/26 - Beat
SMCI
Sec Filings
- 2/3/26 - Form 8-K
- 2/2/26 - Form 4
- 1/29/26 - Form 8-K
- SMCI's page on the SEC website