The earnings call reflected strong revenue growth and strategic advancements in AI and data center solutions, alongside challenges such as tariff impacts and revenue recognition delays. The company's strategic initiatives, particularly in AI and data center building block solutions, are expected to drive future growth, but current margin pressures and geographical revenue variances present hurdles.

Company Guidance -

Q1 2026

During the Super Micro Computer, Inc. fourth quarter fiscal year 2025 earnings call, the company provided guidance for the upcoming fiscal year 2026, projecting at least $33 billion in total revenue, driven by the continued demand for AI and green computing solutions. The company's fiscal 2025 revenue saw a 47% year-on-year growth, reaching $22 billion, despite challenges such as delayed revenue recognition from a major new customer and tariff impacts. For the first quarter of fiscal 2026, Super Micro anticipates revenues between $6 billion and $7 billion. The company highlighted the strategic introduction of its Data Center Building Block Solutions (DCBBS), which is expected to enhance customer value and improve profit margins. Super Micro aims to leverage its comprehensive AI platforms, including NVIDIA's B200 systems and AMD's MI355 GPUs, to capture market share and optimize solutions. The focus on enterprise, IoT, and telco markets is expected to contribute to long-term profitability and margin expansion, with the company targeting gross margins to eventually return to historical levels of 15% to 17%.

Significant Revenue Growth

Fiscal 2025 results showed a 47% year-on-year revenue growth, reaching $22 billion, reflecting strong demand for AI and green computing solutions.

Data Center Building Block Solutions

Introduced data center building block solutions (DCBBS), offering a comprehensive suite to enhance data center efficiency and quick deployment, promising faster time to market and better margins.

Strong Cash Position

Closed the quarter with a net cash position of $412 million, significantly up from $44 million last quarter, supported by a convertible bond offering raising $2.3 billion.

Geographical Revenue Growth

Revenue from Asia increased 91% year-over-year and 78% quarter-over-quarter; Europe's revenue increased 66% year-over-year and 196% quarter-over-quarter.

Q1 Fiscal 2026 Outlook

Anticipated revenue between $6 billion and $7 billion, driven by continued momentum in AI and data center solutions.

Super Micro Computer (SMCI) Earnings, Revenues Date & History

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SMCI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2026 (Q1)	0.47 / -	0.75	―	―	―
Aug 05, 2025	2025 (Q4)	0.45 / 0.41	0.625	-34.40% (-0.22)
May 06, 2025	2025 (Q3)	0.41 / 0.31	0.665	-53.38% (-0.36)
Feb 11, 2025	2025 (Q2)	0.58 / 0.51	0.559	-8.77% (-0.05)	―
Nov 05, 2024	2025 (Q1)	0.73 / 0.75	0.343	118.66% (+0.41)	―
Aug 06, 2024	2024 (Q4)	0.81 / 0.63	0.351	78.06% (+0.27)
Apr 30, 2024	2024 (Q3)	0.57 / 0.67	0.163	307.98% (+0.50)
Jan 29, 2024	2024 (Q2)	0.52 / 0.56	0.326	71.47% (+0.23)
Nov 01, 2023	2024 (Q1)	0.33 / 0.34	0.342	0.29% (<+0.01)
Aug 08, 2023	2023 (Q4)	0.29 / 0.35	0.262	33.97% (+0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SMCI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$57.26	$46.79	-18.29%
May 06, 2025	$32.94	$32.48	-1.40%
Feb 11, 2025	$38.61	$39.68	+2.77%
Nov 05, 2024	$27.70	$22.70	-18.05%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.