SMCI
Super Micro Computer, Inc.
Overview
Super Micro Computer, Inc. designs and manufactures server, storage, and networking solutions optimized for artificial intelligence, high-performance computing, cloud, and edge computing workloads.
Super Micro Computer, Inc is a Technology company operating in Computer Hardware with a $22.94B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 3, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2025-11-0421 Q&A exchanges
- Q4 FY2025Earnings2025-08-0522 Q&A exchanges
- Q3 FY2025Earnings2025-05-0625 Q&A exchanges
- Q2 FY2025Earnings2025-02-1128 Q&A exchanges
- Q1 FY2025Earnings2024-11-0535 Q&A exchanges
- Q4 FY2024Earnings2024-08-0640 Q&A exchanges
- Q3 FY2024Earnings2024-04-3013 Q&A exchanges
- Q2 FY2024Earnings2024-01-2928 Q&A exchanges
- Q1 FY2024Earnings2023-11-0115 Q&A exchanges
- Q4 FY2023Earnings2023-08-0824 Q&A exchanges
- Q3 FY2023Earnings2023-05-0220 Q&A exchanges
- Q2 FY2023Earnings2023-01-3127 Q&A exchanges
- Q1 FY2023Earnings2022-11-0125 Q&A exchanges
- Q4 FY2022Earnings2022-08-0923 Q&A exchanges
- Q3 FY2022Earnings2022-05-0320 Q&A exchanges
- Q2 FY2022Earnings2022-02-0241 Q&A exchanges
- Q1 FY2022Earnings2021-11-0240 Q&A exchanges
- Q4 FY2021Earnings2021-08-1140 Q&A exchanges
- Q3 FY2021Earnings2021-05-0514 Q&A exchanges
- Q2 FY2021Earnings2021-02-0221 Q&A exchanges
- Q1 FY2021Earnings2020-11-0324 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-03EPS— vs $0.59—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-03 | — | $0.59 | — | — | — | — | EODHD |
Source: EODHD. SMCI reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks SMCI's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.50 | $0.71 | -29.4% | +0.7% | -1.1% |
| Q4 FY2026 | $0.53 | $0.64 | -16.5% | -1.0% | -2.8% |
| Q3 FY2026 | $0.75 | $0.91 | -17.7% | -3.5% | -3.1% |
| Q2 FY2026 | $0.73 | $0.93 | -21.7% | -4.2% | -3.8% |
| Q1 FY2025 | $0.71 | $0.93 | -23.9% | -3.0% | -5.4% |
| Q4 FY2025 | $0.66 | $0.92 | -28.4% | -2.7% | +0.2% |
| Q3 FY2025 | $0.81 | $0.98 | -17.2% | -3.7% | -3.9% |
| Q2 FY2025 | $0.62 | $0.86 | -27.9% | +1.8% | -0.6% |
| Q1 FY2024 | $0.58 | $0.84 | -31.5% | +0.9% | -2.0% |
| Q4 FY2024 | $0.65 | $0.94 | -30.9% | -0.2% | +0.7% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Charles LiangCEO7 mo21 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last call held guidance Q2 FY2026
- David E WeigandCFO8 mo19 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • last call held guidance Q1 FY2026
- Kenneth CheungSVP, Chief Accounting Officer7 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance raise Q2 FY2026
- Don W CleggSVP, Worldwide Sales7 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 2/4 beats (50%) • last guidance raise Q2 FY2026
- George KaoSVP, OPERATIONS7 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance raise Q1 FY2026
- Jin XiaoSr. Corporate VP, Engineering5 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2026
Peers
Other companies in Technology
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for SMCI.
$ curl https://api.spokenalpha.com/v1/companies/SMCIFAQ
Frequently asked about SMCI
Where can I find Super Micro Computer, Inc.'s (SMCI) earnings call transcripts?
Spoken Alpha indexes SMCI's earnings call transcripts at https://spokenalpha.com/companies/SMCI. Each call links to attributed speakers and parsed analyst Q&A. Super Micro Computer, Inc.'s own investor relations page is at https://ir.supermicro.com/ir-overview/default.aspx.
When was Super Micro Computer, Inc.'s most recent earnings call?
Super Micro Computer, Inc. (SMCI) held its most recent earnings call on 2025-11-04, covering fiscal Q1 2026.
What sector is SMCI in?
Super Micro Computer, Inc. (SMCI) operates in the Technology sector (Computer Hardware industry).