Super Micro Computer updates worth following

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Company updateOfficial company sourceOct 15, 2026

Super Micro Computer appoints Mark Long as Chief Financial Officer, replacing David Weigand

Super Micro Computer announced on October 14, 2026 that its Board of Directors appointed Mark Long as Chief Financial Officer effective immediately, at which time David Weigand ceased serving in that role. Mr. Long, age 59, previously served as Chief Financial Officer of Western Digital Corporation from 2016 to 2019 and as a principal of Prime Impact Capital, LLC since 2019. The filing does not contain financial results, and the prior Q3 FY2026 guidance context (effective tax rate and share count) is not address...

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Company updateOfficial company sourceOct 8, 2026

Super Micro Computer appoints Shesha Krishnapura as independent director; Judy Lin to retire from board

On October 8, 2026, Super Micro Computer's Board appointed Shesha Krishnapura as an independent director, effective October 9, 2026. Krishnapura most recently served as Chief Technology Officer of Intel IT at Intel Corporation and as an Intel Fellow, with leadership experience spanning technology strategy, architecture and engineering governance, including high-performance computing, AI infrastructure and data center operations. Separately, director Judy Lin notified the Company on October 7, 2026 of her decisio...

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SEC filingSEC filingAug 31, 2026

SMCI 10-K filed 2026-08-31 | Key takeaways

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.

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EarningsOfficial company sourceJul 21, 2026

SMCI Q4 FY2026 revenue near the low end of $11.0 billion to $12.5 billion (approximately $11.0 billion), Miss Guidance by $-750.0M

SMCI 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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