Form 8-K · Current report

Supermicro 8-K, filed Jul 21, 2026

Filed
CIK
0001375365
Accession no.
0001375365-26-000019
AI-generated summary

Summary

Supermicro said preliminary fiscal fourth-quarter 2026 revenue would be near the low end of its $11.0 billion–$12.5 billion guidance, while gross margins are estimated at 15%–17%, far above its 8.2%–8.4% guidance, which it attributed to favorable customer and product mix. The company reported more than $60 billion of new orders in the quarter, expected to be delivered over future quarters, and noted that its board is conducting an independent review of certain transactions tied to alleged export-control issues, which could affect its forecasts, preliminary results and prior-period results.

Key points

  • Supermicro scheduled its fourth-quarter and full-year fiscal 2026 earnings call for August 11, 2026.
  • The $60 billion of new orders may not constitute firm commitments and remain subject to cancellation, delays and fulfillment of terms by both parties, according to the company.
  • The preliminary revenue and gross margin figures are unaudited and subject to revision during financial closing; the company's auditor has not reviewed them.
  • The company's board is conducting an independent review of certain transactions in connection with alleged export-control issues.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 Results of Operations and Financial Condition On July 21, 2026, Super Micro Computer, Inc. (the “Company”) issued a press release (the “Press Release”) providing a preliminary business update for the quarter ended June 30, 2026. A copy of the Press Release is attached as Exhibit 99.1 to this report and is incorporated herein by reference. The information in, and the exhibit furnished pursuant to, Item 2.02 of this report, including Exhibit 99.1, are being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and are not to be incorporated by reference into any filing under the Securities…

An excerpt of the text as filed with the SEC, cut for length.

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