Every material Form 8-K Supermicro has filed with the SEC since December 29, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Super Micro Computer, Inc. announced financial results for its first quarter ended September 30, 2026, reporting net sales of $19.9 billion and net income of $1.594 billion. The company also declared a cash dividend of $17.50 per share on its 7.00% Series A Mandatory Convertible Preferred Stock, payable on December 1, 2026. Additionally, management issued second-quarter net sales guidance in the range of $19.5 billion to $21.5 billion.
Net sales reached $19.9 billion for the quarter ended September 30, 2026, compared to $5.0 billion in Q1 FY2026.
Net income was $1.594 billion, or $1.75 per diluted share, for Q1 FY2027.
A cash dividend of $17.50 per share ($0.875 per depositary share) on Series A Mandatory Convertible Preferred Stock was declared, payable on December 1, 2026.
Second-quarter fiscal 2027 net sales are projected between $19.5 billion and $21.5 billion.
Supermicro said preliminary, unaudited first-quarter fiscal 2027 revenue, for the quarter ended September 30, 2026, is estimated at $18.5 billion to $19.5 billion, versus guidance of $14.5 billion to $15.5 billion. Estimated gross margin is 12.0% to 12.5%, versus guidance of 10.4% to 10.8%. The company said final results may differ materially and will report on November 3, 2026.
Estimated Q1 fiscal 2027 revenue of $18.5 billion to $19.5 billion, versus guidance of $14.5 billion to $15.5 billion, primarily due to increased demand for AI platforms
Estimated gross margin of 12.0% to 12.5%, versus guidance of 10.4% to 10.8%, primarily due to customer and product mix
Earnings call and webcast scheduled for November 3, 2026, at 5:00 p.m. ET
Super Micro Computer's board appointed Mark Long as Chief Financial Officer on October 14, 2026, effective immediately, and David Weigand ceased serving in that role. The filing sets out a $725,000 base salary, a $500,000 sign-on bonus and a $500,000 guaranteed annual cash bonus for Mr. Long, which shareholders can weigh as the company's cost of the change in its finance leadership.
Mark Long appointed CFO effective immediately on October 14, 2026; David Weigand ceased serving as CFO
Base salary of $725,000 and $500,000 sign-on bonus, which is subject to prorated repayment if he leaves before two years
Guaranteed annual cash bonus of $500,000, plus performance bonus of $225,000 to $725,000
Initial award of 120,000 restricted stock units and an option to purchase 150,000 shares, each vesting over four years, subject to Compensation Committee approval
Super Micro Computer named Shesha Krishnapura, former Intel Chief Technology Officer, as an independent director effective October 9, 2026. Director Judy Lin, who has served since April 2022 and chairs the Nominating and Corporate Governance Committee, is retiring from the Board effective the same date.
Shesha Krishnapura joins the Board effective October 9, 2026 as an independent director, after a 35-year career at Intel Corporation.
Judy Lin retires from the Board effective October 9, 2026; she had served since April 2022 and chaired the Nominating and Corporate Governance Committee.
The filing states Ms. Lin's retirement was not the result of any disagreement with the Company on operations, policies or practices.
Mr. Krishnapura will receive the standard non-employee director compensation described in the fiscal 2026 Form 10-K.
Supermicro reported unaudited results for the fourth quarter and full fiscal year ended June 30, 2026, with Q4 net sales of $11.1 billion, up from $5.8 billion a year earlier, and Q4 net income of $1,178 million, up from $195 million. The company guided first-quarter fiscal 2027 net sales to $14.5 billion to $15.5 billion and full-year fiscal 2027 net sales to $65.0 billion to $72.0 billion, but the figures are preliminary and unaudited, and a Board review of export-control issues could affect the forecasts and prior-period results.
Q4 fiscal 2026 net sales were $11.1 billion versus $5.8 billion in Q4 fiscal 2025; diluted EPS was $1.62 versus $0.31.
Fiscal 2026 net sales were $39.1 billion versus $22.0 billion; diluted EPS was $3.26 versus $1.68.
Outlook: Q1 fiscal 2027 net sales of $14.5 billion to $15.5 billion and GAAP diluted EPS of $0.89 to $0.98; fiscal 2027 net sales of $65.0 billion to $72.0 billion.
The financial results are preliminary and unaudited, and the Board's independent review of export-control matters could affect forecasts and prior period results.
Supermicro gave a preliminary, unaudited update for the fourth quarter of fiscal 2026 ended June 30, 2026. Revenue is estimated near the low end of its $11.0 billion to $12.5 billion guidance, while gross margins are estimated at 15% to 17%, well above the 8.2% to 8.4% guidance. The company also said new orders exceeded $60 billion in the quarter, and that the Board's independent export-control review could affect its forecasts and these preliminary results.
Q4 fiscal 2026 revenue estimated near the low end of the $11.0 billion to $12.5 billion guidance range
GAAP and non-GAAP gross margins estimated at 15% to 17%, versus guidance of 8.2% to 8.4%, mainly due to customer and product mix
New orders exceeded $60 billion in Q4 fiscal 2026, with delivery expected over future quarters
Earnings call scheduled for August 11, 2026, at 5:00 p.m. ET; figures remain subject to closing procedures and an independent Board review
Super Micro Computer completed the sale of 75,000,000 depositary shares of its 7.00% Series A Mandatory Convertible Preferred Stock, with the offering closing on June 15, 2026. The preferred stock pays a 7.00% annual dividend and automatically converts into common stock by June 2029, so holders of common stock will face potential dilution depending on the conversion rate set at that time.
Underwriting agreement dated June 10, 2026 with J.P. Morgan Securities LLC and Goldman Sachs & Co. LLC for 75,000,000 depositary shares, each representing a 1/20 interest in a preferred share with a $1,000 liquidation preference
Underwriters have a 30-day option to buy up to an additional 11,250,000 depositary shares to cover over-allotments
Dividends at 7.00% a year, payable quarterly from September 1, 2026 through June 1, 2029, when declared by the Board
Mandatory conversion into 30.3040 to 36.3640 common shares per preferred share (1.5152 to 1.8182 per depositary share), subject to the average VWAP over the 20-day final averaging period
Supermicro agreed on June 10 and 11, 2026 to sell common stock and mandatory convertible preferred stock, with the company saying the proceeds will help fund components for approximately $39 billion of AI server orders from more than 20 customers. The common stock priced at $27.50 per share and the depositary shares at $50 each, and the company also set up a separate at-the-market program of up to $1.25 billion. The offerings add dilution for existing common shareholders, and the filing contains no revenue, profit or guidance figures.
Common stock: 45,454,545 shares at $27.50 per share, with underwriters holding a 30-day option on 6,818,181 more shares; closing expected June 12, 2026.
Depositary shares: 75,000,000 at $50 each, each representing a 1/20th interest in 7.0% series A mandatory convertible preferred stock; closing expected June 15, 2026.
At-the-market program: up to $1.25 billion of common stock through J.P. Morgan, Goldman Sachs and Citigroup, with sales not expected to start until the third quarter of 2026 and commissions of up to 1.0%.
Credit agreement Amendment No. 2, dated June 10, 2026, allows additional distributions on certain preferred stock, subject to a pro forma fixed charge coverage ratio of at least 2.00:1.00.
Super Micro Computer disclosed that Senior Vice President of Worldwide Sales Don Clegg will retire effective May 15, 2026. He will continue as a consultant under an Independent Contractor Agreement effective May 16, 2026, for a six-month term at $19,450 per month. The company said the departure is not the result of any disagreement on its operations, policies or procedures.
Don Clegg, SVP of Worldwide Sales, informed the company on May 12, 2026 of his retirement, effective May 15, 2026.
Independent Contractor Agreement effective May 16, 2026 sets a six-month consulting term.
Consulting fee is $19,450 per month, as stated in the agreement attached as Exhibit 10.1.
The filing states the departure is not due to any disagreement with the company.
Super Micro Computer reported preliminary, unaudited results for the quarter ended March 31, 2026. Net sales were $10.2 billion, up from $4.6 billion a year earlier but down from $12.7 billion in the prior quarter, while net income rose to $483 million and diluted EPS was $0.72. The company also guided fourth-quarter net sales to $11.0 billion to $12.5 billion, but the filing notes that a Board review of export-control matters could affect the forecasts and prior period results.
Q3 net sales of $10.2 billion, versus $12.7 billion in Q2'26 and $4.6 billion in Q3'25
Q3 net income of $483 million and GAAP diluted EPS of $0.72, versus $401 million and $0.60 in Q2'26
Q3 cash flow used in operations was $6.6 billion; cash and equivalents were $1.3 billion and bank debt plus convertible notes were $8.8 billion as of March 31, 2026
Q4 FY2026 guidance: net sales of $11.0 billion to $12.5 billion; full-year FY2026 net sales of $38.9 billion to $40.4 billion
At its April 15, 2026 annual meeting, Super Micro Computer stockholders re-elected three Class I directors, approved a non-binding advisory vote on executive pay, ratified BDO USA, P.C. as auditor for fiscal 2026, and approved an amendment that raises the equity plan's share reserve to 118,000,000 shares. The increase of 15,000,000 shares adds potential dilution for existing shareholders, and the plan's grant window runs to April 15, 2036.
Plan amendment adds 15,000,000 newly provided shares, for 118,000,000 total available for awards; Proposal 4 passed with 227,820,618 votes for and 51,703,394 against
Charles Liang, Tally Liu and Sherman Tuan were elected as Class I directors, each serving until the annual meeting after fiscal 2028
BDO USA, P.C. ratified as independent registered public accounting firm for the fiscal year ending June 30, 2026, with 426,001,144 votes for and 4,552,685 against
The U.S. Attorney's Office for the Southern District of New York unsealed an indictment of three individuals associated with Super Micro Computer over an alleged conspiracy to commit export-control violations. The company is not named as a defendant and says it is cooperating fully with the government's investigation. One of the charged individuals, board member and Senior Vice President of Business Development Yih-Shyan "Wally" Liaw, resigned from the board effective March 20, 2026.
Indictment of three individuals announced March 19, 2026; Super Micro is not named as a defendant
Yih-Shyan "Wally" Liaw resigned from the Board of Directors effective March 20, 2026, not due to a disagreement with the company
Two employees placed on administrative leave and the contractor relationship terminated, effective immediately
DeAnna Luna appointed acting Chief Compliance Officer; the board now has eight directors
Supermicro reported unaudited results for the quarter ended December 31, 2025, with net sales of $12.7 billion, up from $5.7 billion a year earlier, and GAAP diluted earnings per share of $0.60 versus $0.51. Gross margin fell to 6.3% from 11.8% a year earlier, and the company said it used $24 million in operating cash flow in the quarter. The company guided to third-quarter net sales of at least $12.3 billion and full fiscal 2026 net sales of at least $40.0 billion.
Net sales of $12.7 billion vs. $5.7 billion in the same quarter last year; net income of $401 million vs. $321 million
Gross margin of 6.3% vs. 11.8% a year earlier; non-GAAP diluted EPS of $0.69 vs. $0.59
Third-quarter fiscal 2026 guidance: net sales of at least $12.3 billion and GAAP diluted EPS of at least $0.52
Fiscal 2026 net sales guidance of at least $40.0 billion; cash of $4.1 billion and bank debt and convertible notes of $4.9 billion as of December 31, 2025
Super Micro Computer entered into Amendment No. 1 on January 26, 2026, to its Credit Agreement dated December 29, 2025, with JPMorgan Chase Bank, N.A. as administrative agent. The amendment lowers the initial Applicable Margin on loans from Pricing Level III to Pricing Level I and corrects fiscal year-end references from December 31 to June 30. The filing does not state loan amounts, so the financial effect on shareholders is not quantified.
Amendment dated January 26, 2026, to the Credit Agreement dated December 29, 2025
Initial Applicable Margin lowered from Pricing Level III (1.75% Term Benchmark, 0.75% Base Rate) to Pricing Level I (1.25% Term Benchmark, 0.25% Base Rate)
Fiscal year-end references corrected from December 31 to June 30
JPMorgan Chase Bank, N.A. is administrative and collateral agent; amendment filed as Exhibit 10.1
Super Micro Computer's Taiwan subsidiary signed a credit agreement on January 21, 2026, providing two revolving facilities of $350 million and $360 million, with an option to increase total commitments to $2 billion. The parent company guarantees the facilities, which are secured by a second-ranking lien on a Taiwan facility, receivables, and term deposits. The filing also sets February 5, 2026 as the deadline for stockholder proposals and nominations for the April 15, 2026 Annual Meeting.
Facility A1 of $350 million and Facility A2 of $360 million, with an option to increase total commitments to no more than $2 billion
Agreement dated January 21, 2026; proceeds intended for general corporate purposes, including working capital for growth and expansion
Facilities secured by a second-ranking lien on the Bade District Facility in Taoyuan City, receivables, and term deposits with a maximum pledged amount of $2.4 billion
Annual Meeting set for April 15, 2026, held virtually; record date February 17, 2026; stockholder proposal deadline February 5, 2026
On December 29, 2025, Super Micro Computer entered a credit agreement with JPMorgan Chase Bank, N.A. as administrative agent, providing a revolving credit facility of up to $2 billion for working capital and general corporate purposes. The facility matures on December 29, 2030, and includes covenants such as a maximum leverage ratio of 4.00 to 1.00, stepping down to 3.00 to 1.00, and lets lenders terminate commitments and accelerate amounts owed upon a change of control.
Revolving credit facility of up to $2,000,000,000, with a $200,000,000 letter-of-credit sub-limit and a $150,000,000 same-day borrowing sub-limit
Option to increase revolving commitments by up to $1,000,000,000, subject to conditions
Matures December 29, 2030; leverage ratio must not exceed 4.00 to 1.00, then 3.50 to 1.00, then 3.00 to 1.00 by fiscal quarter
Subsidiary guarantees and liens end if two of three rating agencies assign investment-grade ratings on or after September 30, 2026
Super Micro Computer disclosed that George Kao, Senior Vice President of Operations, will retire on December 31, 2025. Tom Xiao, Senior Corporate Vice President of Engineering, will assume his responsibilities, and the company does not anticipate any disruption to operations or its strategic roadmap. Kao will stay on as a consultant, with terms still to be finalized and to be disclosed in a later amendment.
George Kao, Senior Vice President of Operations, retires December 31, 2025
Tom Xiao, Senior Corporate Vice President of Engineering, assumes Kao's responsibilities
Kao will continue as a consultant; consulting terms not yet finalized and to be disclosed in an 8-K amendment
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Supermicro filing is on SEC EDGAR ↗. 8-K briefs of other companies →