Super Micro Computer, Inc. (SMCI) Earnings Call Summary — June 2026 quarter
Super Micro builds the AI server racks that house Nvidia chips in data centers.
Super Micro Computer, Inc. (SMCI) reported its June 2026 quarter results on August 11, 2026. Earnings per share came in at $1.70 against a $0.92 consensus; the two figures are reported on different bases, so no beat or miss is claimed. Revenue of $11.12B landed below the $11.60B estimate. SMCI has beaten consensus EPS in 1 of its last 4 scored quarters. Highlights from management's remarks on the call are below.
Key highlights from the call
Founder, Chairman and Chief Executive Officer: “Fiscal year 2026 was a historic milestone for Super Micro as we nearly doubled our revenue year-over-year, growing from $22 billion last year to $39 billion fiscal year '26.”
Chief Financial Officer: “We are pleased to report record fiscal year '26 revenue of $39.1 billion, up 78% over fiscal year '25 revenues of $22 billion and record non-GAAP fully diluted EPS of $3.63, up 76% over fiscal year '25 EPS of $2.06.”
Analyst, Loop Capital: “Charles, Dave, what's a good way to think about what fiscal year '27 gross margins can be?”
Founder, Chairman and Chief Executive Officer: “Yes, we will very carefully control our balance between revenue and profitability.”
Chief Financial Officer: “And we're doing everything we can, as Charles mentioned, to find the best margins that we can.”