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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...
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...
IBM Elects Frank Baker (Siris Capital Co-founder) to Board; Amends By-Laws to Expand Board to 14 Directors
On October 1, 2026, IBM elected Frank Baker, Co-founder and Managing Partner of Siris Capital Group, LLC, to its Board of Directors, effective immediately, and assigned him to the Directors and Corporate Governance Committee. In connection with the election, IBM amended Article III, Section 2 of its By-laws to increase the number of directors from thirteen to fourteen, also effective October 1, 2026. This filing does not contain financial results, guidance, or other earnings-related disclosures; the prior guidan...
HPE raises FY27 Networking revenue growth outlook to high-teens to low-20s percent at Networking Investor Day
HPE raised its fiscal 2027 Networking segment revenue growth outlook to high teens to low-20s percent and disclosed FY26-FY29 Networking segment CAGR target of high-teens percent. The company also raised its Juniper Networks-related cost synergies target to $800 million in annual run-rate savings by the end of fiscal 2028, up from the previously announced target of at least $600 million. At its Networking Investor Day on September 30, 2026, HPE also announced a $1.2 billion order from Vultr for AMD Helios AI Rac...
Dell Technologies prices $5.0B four-tranche senior notes offering
On September 9, 2026, Dell International L.L.C. and EMC Corporation, wholly-owned subsidiaries of Dell Technologies Inc., entered into an underwriting agreement to issue $5.0 billion aggregate principal amount of senior notes across four tranches, with settlement expected September 15, 2026. Net proceeds are intended to repay the outstanding 4.900% First Lien Notes due 2026, with any remaining proceeds for general corporate purposes including potential repayment of other debt.
DELL 10-Q filed 2026-09-08 | Key takeaways
DELL filed its 10-Q; the most relevant disclosure change is added State of incorporation conversion (Delaware to Texas): Following shareholder approval at the 2026 annual meeting, Dell Technologies Inc. changed its jurisdiction of incorporation from Delaware to Texas effective July 1, 2026 pursuant to a plan of conversion. The filing references the Texas certificate of formation.
HPE 10-Q filed 2026-09-03 | Key takeaways
HPE filed its 10-Q; the most relevant disclosure change is added Warrant issuance to Oracle Corp.: On July 2, 2026, HPE issued Oracle Corp. a warrant to purchase up to 4,156,466 shares of common stock at $0.01 per share, exercisable through June 25, 2029, vesting in tranches tied to product and support purchases by Oracle and affiliates in connection with a.
HPE Q3 FY2026 revenue $12.213 billion, Beat Guidance by +$413.0M
HPE beat prior Q3 FY2026 revenue guidance by +$413.0M. Revenue was up 34% year-over-year, with Networking up 74.9% and Cloud & AI up 25.4%. The company is raising its full-year FY2026 outlook for revenue growth to 34%-37%, GAAP diluted EPS to $2.93-$3.03, non-GAAP diluted EPS to $3.75-$3.85, and free cash flow to at least $3.75 billion, and is also raising its FY2027 framework. For Q4 FY2026, revenue guidance is $13.9 billion-$14.8 billion (midpoint $14.35 billion) and non-GAAP diluted EPS guidance is $1.20-$1.3...
DELL Q2 FY2027 Q2 FY27 Non-GAAP diluted EPS $7.04, Beat Guidance by +$2.24
DELL beat prior Q2 FY2027 Q2 FY27 Non-GAAP diluted EPS guidance by +$2.24. FY27 Revenue was raised by +$25.00B to $192.0 billion. Revenue of $46,971 million was up 58% year over year, driven by record Infrastructure Solutions Group revenue of $31,782 million (up 89%), including AI-Optimized Servers revenue of $16,401 million (up 100%) on $60.9 billion in AI server orders. The company is raising its full-year FY2027 outlook, with revenue guidance up by $25 billion to $192.0 billion (prior $167.0 billion), GAAP EP...
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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