Super Micro Computer, Inc., together with its subsidiaries, develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally. The company provides liquid and air-cooled AI servers for training and inferencing with integrated graphics processing units (GPUs) or PCIe based architectures; SuperBlade, MicroBlade, FlexTwin, GrandTwin, and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC, and WIO and rackmount systems; embedded (5G/IoT/Edge) systems; and MicroCloud server systems. It also offers workstations and networking devices; and modular server subsystems and accessories,…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $10.24B | +122.7% | $483.4M | $0.72 | +323.5% | 10.0% | 6.1% |
| Q4 2025 Dec 2025 | $12.68B | — | $400.6M | $0.60 | +17.6% | 6.3% | 3.7% |
| Q3 2025 Sep 2025 | $5.02B | — | $168.3M | $0.26 | — | 9.3% | 3.6% |
| Q2 2025 Jun 2025 | $5.76B | — | $195.2M | — | — | 9.5% | 4.0% |
| Q1 2025 Mar 2025 | $4.60B | — | $108.8M | $0.17 | — | 9.6% | 3.2% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can Super Micro contain the fallout from Taiwan’s raids, or is this the moment regulatory risk starts to overwhelm its AI growth story? Maik Kemper Editor in Chief…
