Super Micro Computer, Inc. (SMCI.US) Fiscal Year 2026 Fourth Quarter Earnings Conference Call
Live time: Aug 11, 2026 21:00 UTC
Super Micro Computer, Inc. (SMCI.US) Fiscal Year 2026 Fourth Quarter Earnings Conference Call
Live time: 08/11/2026 21:00:00 UTC
超微电脑 (SMCI.US) 2026 财年第四季度业绩电话会
Summary
01:03
Opening Remarks by Jen
Jen, the meeting operator, welcomed participants to Super Microcomputer Inc's FY2026 Q4 Business Update Call and introduced the key executives present—Charles Liang (CEO), David Wiegand (CFO), and Michael Stager (SVP of Corporate Development). Lines were muted to avoid background noise.
01:54
Michael Stager’s Opening Overview
Michael Stager, SVP of Corporate Development, welcomed participants and outlined the call’s agenda. He noted the availability of management’s commentary, presentation material, and critical disclaimers on forward-looking statements and non-GAAP financial performance metrics.
04:17
CEO Charles Liang FY2026 Highlights
CEO Charles Liang highlighted Super Microcomputer Inc.'s revenue milestone for FY2026, achieving $39 billion, nearly doubling from the previous year's $22 billion. He elaborated on the company's transformation into a leading AI and data center solutions provider, with a record backlog exceeding $60 billion in new orders entering FY2027.
07:04
CEO Charles Liang Profitability and Innovation Highlights
Charles Liang emphasized the company’s focus on profitability, achieving a record non-GAAP gross margin of 17.6% and diluted EPS of $10.70. He highlighted the continued development of AI-centric solutions, DCBBS offerings, and deep cooling technologies driving both customer satisfaction and profit expansion.
16:33
CFO David Wiegand Financial Performance Overview
David Wiegand reported FY2026 revenues of $39.1 billion and 93% YoY growth for Q4 revenues at $11.1 billion. He detailed the diverse customer base, with 9 customers contributing over $1 billion each. He pointed to strong advancements in AI-driven offerings and improvements to non-GAAP operating margins from 7.1% to 8.1%.
19:02
CFO David Wiegand Q4 Revenue Breakdown
David Wiegand shared details of Q4 revenue composition with AI-based solutions contributing 60%, enterprise and channel revenues surging by 172%, and strong geographical performance with US revenues growing 259% YoY.
30:03
Q&A:毛利率和收入目标问题—分析师: Ananda Baruah (Loop Capital)
CEO Charles Liang and CFO David Wiegand discussed balancing AI-focused GPU margins with higher-margin CPU-based enterprise solutions. Charles highlighted the continual improvement in DCPBS profitability as the product line matures.
35:56
Q&A:订单强劲增长背后的驱动因素—分析师: Joseph Cardoso (J.P. Morgan)
David Wiegand elaborated on the composition of backlog orders, noting 70% attributed to AI solutions and 30% to CPU-based systems. He highlighted diversification successes with new customers across sectors.
38:27
Q&A:液冷数据中心收入贡献—分析师: Asia Merchant (Citibank)
Charles Liang discussed Supermicro’s leadership in liquid cooling solutions, emphasizing growing adoption of GPU and CPU liquid-cooling platforms and the opportunity to dominate high-performance data center solutions.
55:45
Q&A:毛利率改善因素—分析师: Brandon Nispel (KeyBanc)
David Wiegand explained the factors contributing to Q4 margin improvements, highlighting favorable contract structures and changes that reduced tariff and inventory-related costs, with supplier rebates helping balance profitability.
Related Notices
Super Micro Computer | (8-K) Current Report
Jul 21, 2026 16:10Revenue: As of FY2026 Q4, the actual value is USD 11 B, missing the estimate of USD 11.73 B.
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