Slide 1: FQ1 2026 Results
FQ1 2026 Results November 4, 2025
Slide 2: Disclosures
Disclosures Cautionary Statement Regarding Forward Looking Statements Statements contained in this press release that are not historical fact may be forward looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Thes
Slide 3: CEO Takeaways
CEO Takeaways Next Generation Product Leadership • Accelerating customer engagements, new wins, and order sizes resulting in outstanding order book growth both domestically and internationally • Delivering high volume NVIDIA GB300 NVL72, HGX B300 and RTX6000Pro worldwide • Market Leading TTM, among
Slide 4: Supermicro Momentum
Supermicro Momentum Annual Revenue SMCI 4.0 (Trailing 12 Months) Data Center Building Block Solutions SMCI 3.0 Total Rack Scale Solutions SMCI 2.0 Servers & Storage SMCI 1.0 Systems Components & Subsystems 1995 2000 2005 2010 2015 2020 2025 4.0 3.0 2.0 1.0 End -to-End Data Center Building Channel To
Slide 5: Rack-Scale PnP FY26
Rack-Scale PnP FY26 Optimized Air & DLC Rack-Scale Solutions 6,000 Racks/capacity per month by year end FY26 3,000 DLC racks/capacity per month by year end FY26 150kW Racks shipping in volume (250/ 500kW soon) 52MW facilities worldwide Powering the most advanced AI training/ inference clusters in th
Slide 6: One-Stop Shop for Total IT/AI Needs
One-Stop Shop for Total IT/AI Needs DCBBS provides required components to fully outfit liquid cooled AI factories and data centers Featuring up to 36 LFF drives, front/rear drive access for enterprise storage Chilled Door Switches Power Shelf In-Row DLC Storage Cooling Tower Dry Tower In-Rack DLC bu
Slide 7: Expanding Global Manufacturing Footprint
Expanding Global Manufacturing Footprint Production Scale and Cost Optimization Economy of Scale and Cost Silicon Valley Green Computing Park • Rack-Scale Integration (Liquid Cooling) • Datacenter BBS and Cloud Services APAC Science and Tech Center • New land under negotiation Supermicro Malaysia Ca
Slide 8: Q1 FY2026 Highlights
Q1 FY2026 Highlights Q1FY26 QoQ YoY Revenue $5,018M (13%) (15%) Gross Margin (Non-GAAP) 9.5% (10)bps (360)bps Earnings Per Share (Non-GAAP) $0.35 ($0.06) ($0.38) Cash Flow from Operations ($918M) ($1,781M) ($1,326M) 8
Slide 9: Revenue & EPS Outlook
Revenue & EPS Outlook Q2 FY26 Outlook Full Year FY26 Outlook Revenue $10.0 - 11.0B Revenue At least $36B GAAP diluted net EPS $0.37 - 0.45 Non-GAAP diluted net EPS $0.46 - 0.54 *The outlook for Q2 of fiscal year 2026 GAAP diluted net income per common share includes approximately $64 million in expe
Slide 10: Appendix
‘SUPERMICRO. ‘SUPERMICRO. ‘SUPERMICRO. a.
Slide 11: GAAP to Non-GAAP Reconciliation (1 of 4)
GAAP to Non-GAAP Reconciliation (1 of 4) 11
Slide 12: GAAP to Non-GAAP Reconciliation (2 of 4)
GAAP to Non-GAAP Reconciliation (2 of 4) 12
Slide 13: GAAP to Non-GAAP Reconciliation (3 of 4)
GAAP to Non-GAAP Reconciliation (3 of 4) 13
Slide 14: GAAP to Non-GAAP Reconciliation (4 of 4)
GAAP to Non-GAAP Reconciliation (4 of 4) 14
Slide 15: Visit: supermicro.com
15 SUPERMICR Visit: supermicro.com