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Supermicro

SMCI · Information Technology

Last earnings Aug 11, 2026

Key results

Gross marginfull-year

9.5%

Gross margin of 9.5% versus 9.6% in Q3'25 and 10.2% in Q4'24.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Net incomefull-year

$195 million

Net income of $195 million versus $109 million in Q3'25 and $297 million in Q4'24.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Diluted net incomefull-year

$0.31

Diluted net income per common share of $0.31 versus $0.17 in Q3'25 and $0.46 in Q4'24.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Non-GAAP diluted net income per common share of $0.41 versus $0.31 in Q3'25 and $0.54 in Q4'24.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Non-GAAP gross marginfull-year

9.6%

The Non-GAAP gross margin for the fourth quarter of fiscal year 2025 was 9.6% with adjustments for stock-based compensation expenses of $7 million.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Non-GAAP gross marginquarter

$7 million

The Non-GAAP gross margin for the fourth quarter of fiscal year 2025 was 9.6% with adjustments for stock-based compensation expenses of $7 million.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

The Non-GAAP diluted net income per common share for the fourth quarter of fiscal year 2025 was $0.41.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Net income for fiscal year 2025 was $1.0 billion, or $1.68 per diluted share, versus $1.2 billion, or $1.92 per diluted share, for fiscal year 2024.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

For the full fiscal year ended 2025, the Non-GAAP gross margin was 11.2% with adjustments for stock-based compensation expenses of $25 million.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

AI analysis

Q4 FY2025 · reported Aug 5, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Gross margin · Q4 FY2025
9.5%
EX-99 · Aug 5, 2025
Net income · Q4 FY2025
$195M
EX-99 · Aug 5, 2025
Non-GAAP gross margin · Q4 FY2025
$7M
EX-99 · Aug 5, 2025

Headline figures

MetricQ4 FY2025Prior qtrYear ago
Non-GAAP gross margin$7 million——

EX-99 · Aug 5, 2025

Guidance · company-stated

net sales

“of $6.0 billion to $7.0 billion”

net income

“per diluted share of $0.30 to $0.42”

tax rate

“of approximately 13.0% and 15.5%”

Guidance stated in the release's Business Outlook table; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross marginfull year9.5%
Non-GAAP gross marginfull year9.6%
Non-GAAP gross margin$7M

Capital allocation

Capexfull year$79M

Cash flow provided by operations for Q4'25 of $864 million and capital expenditures and investments of $79 million.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Supermicro Announces Fourth Quarter and Full Fiscal Year 2025 Financial Results SAN

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

net sales: “net sales of $6.0 billion to $7.0 billion”

net income: “net income per diluted share of $0.30 to $0.42”

tax rate: “tax rate of approximately 13.0% and 15.5%”

net sales (“Business Outlook”)
“net sales of $6.0 billion to $7.0 billion”

net income (“Business Outlook”)
“net income per diluted share of $0.30 to $0.42”

tax rate (“Business Outlook”)
“tax rate of approximately 13.0% and 15.5%”

Guidance stated in the release's Business Outlook table; no direction stated — figures as stated in the table.

Capital allocation

Cash flow provided by operations for Q4'25 of $864 million and capital expenditures and investments of $79 million.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

As of June 30, 2025, total cash and cash equivalents was $5.2 billion and total bank debt and convertible notes were $4.8 billion.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Loss on extinguishment of convertible notes We exclude the loss on extinguishment of debt related to our convertible notes from our non-GAAP results, as it is a non-recurring, financing-related charge that does not reflect our underlying operating performance in the period incurred.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

We estimate the fair value of outstanding debt, including our 3.50 % Convertible Senior Notes due 2029 ( 2029 Convertible Notes ), 2.25 % Convertible Senior Notes due 2028 ( 2028 Convertible Notes ), and 0.00 % Convertible Senior Notes due 2030 ( 2030 Convertible Notes ), for disclosure purposes on a recurring basis.

SEC original ↗Super Micro Computer — 10-Q Quarterly report10-QMay 11, 2026

The carrying value of our outstanding lines of credit and term loans approximates fair value because the borrowings primarily bear interest at variable rates based on current market rates or have short-term maturities.

SEC original ↗Super Micro Computer — 10-Q Quarterly report10-QMay 11, 2026

Strategy & priorities

Other Assets March 31, 2026 June 30, 2025 Operating lease ROU asset $ 361,437 $ 293,692 Long-term investments 139,593 112,367 Tariff receivable* 64,539 Non-current accounts receivable 23,194 166,405 Deferred service costs, non-current 11,164 10,713 Deposits 3,896 4,980 Restricted cash, non-current 2,642 2,390 Other 36,904 14,324 Total other assets $ 643,369 $ 604,871 *Represents receivables related to the Company s claims under Section 232 of the Trade Expansion Act of 1962.

SEC original ↗Super Micro Computer — 10-Q Quarterly report10-QMay 11, 2026

Risks & headwinds

With support from our expanding global operations that help mitigate tariffs and regional costs, combined with a growing enterprise customer base, AI product innovations, and robust DCBBS-powered total solutions, we re on track to grow more large-scale datacenter customers from four in FY25 to six to eight in FY26.

SEC original ↗Supermicro — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Legal Proceedings 56 ITEM 1A.

SEC original ↗Super Micro Computer — 10-Q Quarterly report10-QMay 11, 2026

SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the Securities Act ), and Section 21E of the Securities Exchange Act of 1934, as amended (the Exchange Act ) that involve risks and uncertainties.

SEC original ↗Super Micro Computer — 10-Q Quarterly report10-QMay 11, 2026

These statements involve known and unknown risks, uncertainties and other factors, which may cause our actual results, performance, time frames or achievements to be materially different from any future results, performance, time frames or achievements expressed or implied by the forward-looking statements.

SEC original ↗Super Micro Computer — 10-Q Quarterly report10-QMay 11, 2026

In light of these risks, uncertainties and assumptions, the future events and trends discussed in this Quarterly Report may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements.

SEC original ↗Super Micro Computer — 10-Q Quarterly report10-QMay 11, 2026

Given these risks and uncertainties, readers are cautioned not to place undue reliance on such forward-looking statements.

SEC original ↗Super Micro Computer — 10-Q Quarterly report10-QMay 11, 2026

Competitors

Competitors & peers

Named in the company’s own filings

Cisco (CSCO)“We believe our principal competitors include: global technology vendors, such as Cisco, Dell, Hewlett-Packard Enterprise, and Lenovo; and ODMs, such as Foxconn, Quanta Computer, and Wiwynn Corporation.”
Documents

Filings

34 documents

Earnings releases

5 documents

Presentations

0 documents

No presentations for Supermicro are held in this edition of the library.

Transcripts

0 documents

No transcripts for Supermicro are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Supermicro by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.