Super Micro Computer (SMCI)
NASDAQ:SMCI
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.71Last Year’s EPS
0.41Same Quarter Last Year
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: operational execution and market positioning are strong (robust YoY revenue growth, meaningful gross margin recovery, accelerating software revenue, DCBBS momentum, and expanded global capacity), but material near‑term financial and execution risks persist (large QoQ revenue shortfall due to customer readiness, severe working capital strain and negative operating cash flow, a sharp increase in net debt, elevated inventory and an ongoing external investigation). The company is profitable and growing but faces meaningful liquidity, working capital and reputational headwinds that temper the positive operational developments.Company Guidance
Strong Year‑over‑Year Revenue Growth
Q3 revenue of $10.2B, up 123% year‑over‑year, driven primarily by AI GPU‑related platforms contributing over 80% of revenue.
Gross Margin Recovery
Non‑GAAP gross margin improved to 10.1% in Q3 from 6.4% in Q2, a 58% quarter‑over‑quarter improvement, with management targeting a sustainable double‑digit gross margin over time.
Software and Subscription Momentum
Data center management software revenue accelerated from under $10M per quarter a few quarters ago to $34M last quarter and more than $46M booked for this quarter, strengthening recurring‑revenue mix.
Enterprise Channel Expansion
Enterprise channel revenue grew to $2.8B (≈28% of revenue) from 15% in the prior quarter — up 46% year‑over‑year and up 45% quarter‑over‑quarter, indicating broader customer diversification.
DCBBS Traction and Strategic Transformation
Data Center Building Block Solutions (DCBBS) gaining traction as a higher‑value offering; management expects DCBBS (including software and services) to become a major profit driver and to contribute meaningful share of net income (management targets ~20% of net income from DCBBS in ~2 years and >25% of total profit in coming years).
Record Backlog and Order Strength
Management reports record high backlog and strong orders across the customer base, with expectations that deferred shipments will be recognized in upcoming quarters.
Global Production Footprint Expansion
Ramping facilities in Taiwan, Malaysia and the Netherlands and a new ~4M sq ft Bay Area campus (8 buildings) to expand capacity; on track to produce more than 6,000 high‑density racks per month.
Raised Near‑Term Revenue Guidance
Q4 revenue guidance of $11.0B–$12.5B and full‑year FY26 guidance reiterated/targeted ~$38.9B–$40.4B (management stated a $40B full‑year target).
SMCI Earnings History
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 |
|---|---|---|---|
May 05, 2026 | $27.83 | $34.66 | +24.54% |
Feb 03, 2026 | $29.67 | $33.76 | +13.78% |
Nov 04, 2025 | $47.40 | $42.03 | -11.33% |
Aug 05, 2025 | $57.26 | $46.79 | -18.29% |
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.
FAQ
When does Super Micro Computer (SMCI) report earnings?
Super Micro Computer (SMCI) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Super Micro Computer (SMCI) earnings time?
Super Micro Computer (SMCI) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SMCI EPS forecast?
SMCI EPS forecast for the fiscal quarter 2026 (Q4) is 0.71.
