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SMCI filed its 10-K; the most relevant disclosure change is reduced Customer concentration: As of June 30, 2026, three customers accounted for 23.0%, 17.1%, and 12.5% of accounts receivable, and only one customer accounted for 10% or more of net sales in FY2026. Customer concentration: Customer One (FY2026) represented 23.0% of accounts_receivable; Customer Two (FY2026) represented 17.1% of accounts_receivable.
Subscribe to read moreSMCI miss prior Q4 FY2026 revenue guidance by $-750.0M. Preliminary Q4 FY2026 revenue is estimated to come in near the low end of the $11.0 billion to $12.5 billion guidance range, implying a miss versus the $11.75 billion midpoint. Preliminary GAAP and non-GAAP gross margins are estimated at 15% to 17%, a significant beat versus the 8.2% to 8.4% guidance range (midpoint 8.3%), driven by a favorable customer and product mix. Backlog rose to record levels with more than $60 billion in new orders received during Q...
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