SMCI · Technology
Super Micro Computer, Inc.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-08-07
- Guidance / OutlookImportance 83 · Surprise 82Third-party reports said Super Micro had updated its outlook to reflect a backlog exceeding $60 billion and improved gross-margin projections ahead of its fiscal fourth-quarter results on August 11, 2026. Analysts…
- AI Infrastructure DemandImportance 64 · Surprise 42Super Micro reportedly secured more than $60 billion in new orders, indicating strong demand for its server and storage architecture products. Demand is being driven by enterprise AI, AI inference, and agentic AI…
- AI Data Center BuildoutImportance 44 · Surprise 24Supermicro’s seventh annual Open Storage Summit is scheduled as a virtual event from August 11 through September 3, 2026. The 12-session program will address enterprise AI deployment, AI inference, agentic AI, cloud…
- AI Chip PartnershipsImportance 31 · Surprise 42Super Micro, AMD, and Spectro Cloud launched AMD Instinct Coder, an enterprise AI coding solution for software teams. The turnkey platform uses AMD Instinct GPUs, EPYC processors, and Pensando networking technologies…
- Gross Margin DriversImportance 26 · Surprise 24Super Micro’s preliminary update indicated a significant improvement in gross margins relative to prior expectations. Analysts attributed the anticipated margin expansion to stronger pricing power, improved product…
- Free Cash Flow and LiquidityImportance 26 · Surprise 24Analysts cited negative free cash flow as a key risk ahead of Super Micro’s fiscal fourth-quarter earnings release on August 11, 2026. The liquidity concern is being evaluated alongside the company’s reported backlog…
News · 2026-08-06
- Partner Ecosystem ExpansionImportance 10 · Surprise 6Supermicro’s seventh annual Open Storage Summit will bring together 38 experts from 21 technology companies. Participating ecosystem companies include AMD, DDN, Hammerspace, IBM, Intel, KIOXIA, MinIO, Nutanix, Scality,…
News · 2026-08-05
- AI Data Center BuildoutImportance 44 · Surprise 24Supermicro’s seventh annual Open Storage Summit is scheduled as a virtual event from August 11 through September 3, 2026. The 12-session program will address enterprise AI deployment, AI inference, agentic AI, cloud…
- Product Launch and TransitionImportance 31 · Surprise 42AMD, Super Micro, and Spectro Cloud launched AMD Instinct Coder, an enterprise AI coding solution for software development teams. The turnkey platform uses AMD Instinct GPUs, AMD EPYC processors, and Pensando…
- Free Cash Flow and LiquidityImportance 26 · Surprise 24Analysts cited negative free cash flow as a key risk ahead of Super Micro’s fiscal fourth-quarter earnings release on August 11, 2026. The liquidity concern is being evaluated alongside the company’s reported backlog…
News · 2026-08-04
- Guidance / OutlookImportance 83 · Surprise 82Third-party reports said Super Micro had updated its outlook to reflect a backlog exceeding $60 billion and improved gross-margin projections ahead of its fiscal fourth-quarter results on August 11, 2026. Analysts…
- Revenue Performance and MixImportance 56 · Surprise 46Analysts expect Super Micro Computer’s fiscal fourth-quarter revenue to reach approximately $11 billion for the quarter ended June 2026. The projection represents 91.1% year-over-year growth. Projected EPS is $0.68, up…
- Gross Margin DriversImportance 26 · Surprise 24Super Micro’s preliminary update indicated a significant improvement in gross margins relative to prior expectations. Analysts attributed the anticipated margin expansion to stronger pricing power, improved product…
- Free Cash Flow and LiquidityImportance 26 · Surprise 24Analysts cited negative free cash flow as a key risk ahead of Super Micro’s fiscal fourth-quarter earnings release on August 11, 2026. The liquidity concern is being evaluated alongside the company’s reported backlog…
- AI Infrastructure CompetitionImportance 23 · Surprise 24Super Micro is being compared with Dell Technologies and Hewlett Packard Enterprise in the AI server market. Commentary characterizes Super Micro as having lower margins than these competitors but faster growth,…