SMCI
Super Micro Computer·NASDAQ
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SMCI fundamentals
Super Micro Computer (SMCI) released its earnings on Feb 3, 2026: revenue was 12.68B (YoY +123.36%), beat estimates; EPS was 0.69 (YoY +35.29%), beat estimates.
Revenue / YoY
12.68B
+123.36%
EPS / YoY
0.69
+35.29%
Report date
Feb 3, 2026
SMCI Earnings Call Summary for Q2,2026
- Revenue Growth: Q2 revenue of $12.7B (+123% YoY) driven by AI GPU platforms and DCBBS solutions.
- DCBBS Expansion: 4% profit contribution in H1 FY26, targeting double-digit by end-2026.
- Guidance: Full-year $40B+ revenue, Q3 $12.3B+.
- Margin Recovery: Gross margin to improve 30bps QoQ, supported by DCBBS scale and expedites reduction.
- Customer Diversification: 16% of Q2 revenue from enterprise channel (+42% YoY), offsetting large customer concentration.
- Supply Chain Risks: Component shortages, pricing volatility, and tariffs impacting short-term margins.
EPS
Revenue
Revenue & Expenses
SMCI has released its 2026 Q2 earnings report, with revenue of 12.68B, reflecting a YoY change of 123.36%, and net profit of 400.56M, showing a YoY change of 24.94%. The Sankey diagram below clearly presents SMCI's revenue sources and cost distribution.
Key Indicators
Super Micro Computer (SMCI) key financial stats and ratios, covering profitability, financial health, and leverage.
Super Micro Computer (SMCI)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Super Micro Computer (SMCI)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Super Micro Computer (SMCI)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Super Micro Computer (SMCI) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Super Micro Computer (SMCI) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What is the market's earnings forecast for Super Micro Computer next quarter?What is Super Micro Computer's gross profit margin?What is Super Micro Computer's latest dividend and current dividend yield?Did Super Micro Computer beat or miss consensus estimates last quarter?What were the key takeaways from Super Micro Computer’s earnings call?What does Super Micro Computer do and what are its main business segments?What were the key takeaways from Super Micro Computer's earnings call?What guidance did Super Micro Computer's management provide for the next earnings period?
