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Debt offeringSEC filing
Super Micro Computer closes $3.68B depositary shares offering of 7.00% Series A Mandatory Convertible Preferred Stock
Super Micro Computer, Inc. completed a $3.68 billion depositary shares offering (expandable to $4.23 billion with over-allotment), issuing 75 million depositary shares each representing a 1/20th interest in shares of 7.00% Series A Mandatory Convertible Preferred Stock with $1,000 liquidation preference per share. The company concurrently sold approximately $1.25 billion of common stock and intends to use the combined proceeds of approximately $4.9 billion to fund purchases of components to satisfy approximately...
Super Micro Computer announces $7.0 billion equity and equity-linked financing transactions to fund AI orders
Super Micro Computer announced concurrent equity and equity-linked financing transactions totaling approximately $7.0 billion, including a $1.25 billion at-the-market offering program, a $1.25 billion underwritten common stock offering of 45,454,545 shares at $27.50 per share, and a $3.75 billion depositary shares offering of 75,000,000 shares at $50 per share representing 1/20th interest in 7.0% series A mandatory convertible preferred stock. Net proceeds will fund component purchases to satisfy approximately $...
Super Micro Computer filed an 8-K on June 9, 2026, attaching updated risk factors as Exhibit 99.1 to supplement disclosures in its Form 10-K for fiscal year ended June 30, 2025, and Quarterly Reports on Form 10-Q for quarters ended September 30, 2025, December 31, 2025, and March 31, 2026. The updated risk factors expand on legal and regulatory risks, including an ongoing grand jury subpoena from the U.S. Attorney's Office for the Southern District of New York related to export control allegations, SEC subpoenas...
SMCI filed its 10-Q; the most relevant disclosure change is expanded Legal proceedings - export controls: On March 19, 2026, the U.S. Attorney's Office for the Southern District of New York unsealed an indictment of three individuals either employed or associated with the Company in connection with alleged export control violations. The Company launched an indepen. Customer concentration: Customer A represented 27.0% of net_sales; Customer D represented 10.3% of net_sales.
SMCI Q3 FY2026 GAAP net income per diluted share $0.72, Beat Guidance by +$0.12
SMCI beat prior Q3 FY2026 GAAP net income per diluted share guidance by +$0.12. Net income of $483 million compared to $109 million in the prior year quarter, while GAAP diluted EPS of $0.72 beat the guided range of $0.53 to $0.67 midpoint ($0.60), and non-GAAP EPS of $0.84 exceeded the guided range midpoint of $0.72. For Q4 FY2026 ending June 30, 2026, Q4 FY2026 net sales guidance is $11.0 billion-$12.5 billion (midpoint $11.75 billion) and Q4 FY2026 GAAP net income per diluted share guidance is $0.53-$0.67 (mi...
SMCI filed its 10-Q; the most relevant disclosure change is added Subsequent events - credit facilities: The company entered a $2 billion JPMorgan revolving credit facility in December 2025 and a $1.8 billion CTBC credit agreement in January 2026. Customer concentration: Customer A represented 71.6% of accounts_receivable; Customer B represented 12.9% of accounts_receivable.
SMCI Q2 FY2026 Net sales $12.7 billion, Beat Guidance by $2.2 billion above midpoint
SMCI beat prior Q2 FY2026 Net sales guidance by $2.2 billion above midpoint. GAAP EPS of $0.60 and non-GAAP EPS of $0.69 both exceeded year-ago levels of $0.51 and $0.59, respectively. For Q3 FY2026 ending March 31, 2026, Net sales guidance is $12.3 billion and GAAP net income per diluted share guidance is $0.52.
Super Micro Computer enters Amendment No. 1 to Credit Agreement with JPMorgan Chase Bank
Super Micro Computer, Inc. entered into Amendment No. 1 to its Credit Agreement with JPMorgan Chase Bank, N.A. on January 26, 2026. The amendment corrects fiscal year-end date references from December 31 to June 30 and reduces the initial Applicable Margin rate from Pricing Level III (1.75% per annum for Term Benchmark Loans; 0.75% per annum for Base Rate Loans) to Pricing Level I (1.25% per annum for Term Benchmark Loans; 0.25% per annum for Base Rate Loans) for the period from Closing Date through the third Bu...
Super Micro Computer Taiwan enters $710 million revolving credit facilities agreement
Super Micro Computer, Inc. Taiwan, a wholly-owned subsidiary of Super Micro Computer, Inc., entered into a $710 million revolving credit facilities agreement on January 21, 2026, comprising Facility A1 of $350 million and Facility A2 of $360 million, with an option to increase commitments up to $2 billion. The facilities are secured by the Borrower's Bade District Facility in Taiwan, receivables, and pledged bank accounts, with the parent company providing a guarantee. Proceeds will fund procurement of component...
Super Micro Computer enters into $2.0 billion revolving credit facility with JPMorgan Chase Bank as administrative agent
Super Micro Computer, Inc. entered into a Credit Agreement on December 29, 2025 providing for a revolving credit facility in an initial aggregate principal amount of up to $2,000,000,000, with an option to increase commitments by up to $1,000,000,000. The facility matures on December 29, 2030 and includes a $200,000,000 letter-of-credit sub-limit and a $150,000,000 same-day borrowing sub-limit. Proceeds may be used for working capital and general corporate purposes. The agreement contains leverage ratio covenant...
Senior Vice President of Operations George Kao to Retire; Tom Xiao to Assume Responsibilities
George Kao, Senior Vice President of Operations at Super Micro Computer, Inc., has informed the company he will retire effective December 31, 2025. Tom Xiao, currently Senior Corporate Vice President of Engineering, will assume Mr. Kao's responsibilities. The company does not anticipate any disruption to its operations or strategic roadmap, and Mr. Kao will assist with the transition as a consultant with terms yet to be finalized.
SMCI filed its 10-Q; the most relevant disclosure change is expanded Revenue concentration: Customer concentration disclosures show Customer A at 29.5% of accounts receivable and 11.6% of net sales; Customer B at 28.7% of net sales (below 10% for AR); Customer D at 17.3% of net sales and 12.5% of AR. Customer concentration: Customer A represented 29.5% of accounts_receivable; Customer A represented 11.6% of revenue.
SMCI Q1 FY2026 Revenue $5 billion, Miss Guidance by $-1.50B
SMCI miss prior Q1 FY2026 Revenue guidance by $-1.50B. The company reiterated FY2026 revenue guidance of at least $33 billion with the expectation of delivering more, based on robust AI demand and recent design wins exceeding $12 billion for Q2 delivery.
SMCI filed its 10-K; the most relevant disclosure change is expanded Customer concentration: Four customers each accounted for 10% or more of our net sales in fiscal year 2025, compared to one customer in fiscal year 2024 and no customers in fiscal year 2023.
SMCI Q4 FY2025 Non-GAAP diluted EPS $0.41, Miss Guidance by $-0.04
SMCI miss prior Q4 FY2025 Non-GAAP diluted EPS guidance by $-0.04. Net sales of $5.8 billion grew 7.5% year-over-year from $5.4 billion in Q4 FY2024, fueled by AI solution demand across Neoclouds, CSPs, Enterprises, and Sovereign entities. For FY2025, net sales of $22.0 billion grew 47% year-over-year from $15.0 billion in FY2024.
Super Micro Computer Enters $1.79 Billion Receivables Purchase Agreement with MUFG and Crédit Agricole
Super Micro Computer, Inc. entered into a Receivables Purchase Agreement dated July 16, 2025, establishing an uncommitted accounts receivable purchase facility with an initial aggregate facility limit of $1.79 billion. MUFG Bank, Ltd. serves as administrative agent and joint lead arranger with a facility share of $1.1 billion, while Crédit Agricole Corporate and Investment Bank serves as joint lead arranger and purchaser with a facility share of $690 million. The company may sell certain accounts receivable to t...
Super Micro Computer proposes $2.0 billion convertible senior notes due 2030
Super Micro Computer, Inc. announced on June 23, 2025 a proposed offering of $2.0 billion aggregate principal amount of convertible senior notes due 2030, with an option to purchase up to an additional $300.0 million within 13 days. The notes will be senior, unsecured obligations accruing interest semi-annually and maturing on June 15, 2030, convertible only upon certain conditions prior to December 17, 2029 and thereafter at any time. The company expects to use a portion of net proceeds to enter into capped cal...
SMCI filed its 10-Q; the most relevant disclosure change is expanded Convertible notes: 2029 Convertible Notes amended to 3.50% interest with updated conversion rate of 11.9842 shares at $83.44; new $700M 2028 Convertible Notes issued at 2.25%; debt extinguishment loss of $30.3M recognized. Customer concentration: Customer A represented 22.5% of net_sales; Customer A represented 46.4% of accounts_receivable.
Super Micro Computer Q3 FY2025 Preliminary Results Miss Prior Guidance on Revenue and EPS
Super Micro Computer reported preliminary Q3 fiscal 2025 results that missed prior guidance, with net sales of $4.5 billion to $4.6 billion versus prior guidance of $5.0 billion to $6.0 billion, and GAAP EPS of $0.16 to $0.17 versus prior guidance of $0.36 to $0.53. Non-GAAP EPS was $0.29 to $0.31 versus prior guidance of $0.46 to $0.62. The company stated that some delayed customer platform decisions moved sales into Q4, and gross margin was 220 basis points lower than Q2 due to higher inventory reserves from o...
SMCI filed its 10-Q; the most relevant disclosure change is added Internal control over financial reporting - material weaknesses: Management disclosed material weaknesses in ICFR including: (i) IT general controls not appropriately designed/implemented, (ii) segregation of duties conflicts, (iii) manual journal entry controls, (iv) completeness/accuracy of information produced by entity,. Customer concentration: Customer A represented 27.1% of net_sales; Customer G represented 30.6% of net_sales.