Super Micro Computer Inc, $SMCI, earnings are out: - EPS: $0.60, est: $0.49 - Revenue: $12.68 billion, est: $10.34 billion

$SMCI Q2'26 EARNINGS HIGHLIGHTS

🔹 Revenue: $12.70B (Est. $10.42B) 🟢
🔹 Adj. EPS: $0.69 (Est. $0.49) 🟢
🔹 Gross margin: 6.30%

Q3'26 Guidance:
🔹 Revenue: at least $12.30B (Est. $10.25B) 🟢
🔹 Adj. EPS: at least $0.60 (Est. $0.52) 🟢

FY26 Guide:
🔹 Revenue: at least $40.B

Financials:
🔹 Net income: $401.00M
🔹 Cash & cash equivalents: $4.10B
🔹 Total bank debt + convertible notes: $4.90B
🔹 Operating cash flow: -$24.00M
🔹 Capex + investments: $46.00M

Commentary:
🔸 “With our leading AI server and storage technology foundation, strong customer engagements, and expanding global manufacturing footprint, we are scaling rapidly to support large AI and enterprise deployments while continuing to strengthen our operational and financial execution.”