Slide 1: FQ3 2026 Results
FQ3 2026 Results May 5th, 2026 Accelerate Everything © 2026 Supermicro
Slide 2: Disclosures
Disclosures Forward Looking Statements and Other Disclosures Statements contained in this slide deck 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. These forward-lo
Slide 3: CEO Takeaways
CEO Takeaways IT and AI Infrastructure Solutions Leadership • Enabling customer to scale new AI factories, delivering high volume NVIDIA GB300 NVL72, HGX B300, RTX6000Pro, and AMD MI350/355 worldwide • Continuing the expansion of DCBBS product offerings, including racks, DLC, L2A, chilled doors, pow
Slide 4: Supermicro Momentum
Supermicro Momentum Supermicro Trailing 12 Month Revenue SMCI 4.0 Data Center Building Block Solutions SMCI 3.0 Total Rack Scale Solutions SMCI 2.0 Servers & Storage SMCI 1.0 Systems Components & Subsystems FY95 FY00 FY05 FY10 FY15 FY20 FY26 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) 75MW facilities worldwide Enabling next -generation AI training and inference with scalabl
Slide 6: DCBBS: One-Stop Shop for Total IT/AI Needs
DCBBS: One-Stop Shop for Total IT/AI Needs DC Infrastructure Solutions Software Solutions CDU, water tower, dry-towers, chilled DC management, control doors, A/C, piping, modular disaggregated infrastructure, containers and more… security, optimized TCO Rack-Scale PnP Solutions Network Solutions Bas
Slide 7: DCBBS Components
DCBBS Components Solutions to fully outfit liquid cooled AI factories and data centers • 400G/800G solutions with DLC • SuperCloud Composer for DCBBS • Optimized airflow & thermal • Advanced enterprise SONiC and ONIE efficiency • SuperCloud Automation Center support • SuperCloud Developer Console •
Slide 8: Expanding Global Manufacturing Footprint
Expanding Global Manufacturing Footprint High-Volume Manufacturing & Cost Optimization Scale-Driven Cost Efficiency • Silicon Valley Green Computing Park • Rack-Scale Integration (Liquid Cooling) • DCBBS, Enterprise and Cloud Services • Expanded with 8 New Buildings • APAC Science and Tech Center •
Slide 9: Q3 FY2026 Highlights
Q3 FY2026 Highlights Q3FY26 QoQ YoY Revenue $10,243M (19%) 123% Gross Margin (Non-GAAP)* 10.1% 370bps 40bps Diluted Earnings Per Share (Non-GAAP)* $0.84 $0.15 $0.53 Cash Flow from Operations ($6,615M) ($6,591M) ($7,242M) *See Appendix for the reconciliations of these non -GAAP financial measures to
Slide 10: Revenue & EPS Outlook
Revenue & EPS Outlook Q4 FY26 Outlook Full Year FY26 Outlook Revenue $11.0B - $12.5B Revenue $38.9B - $40.4B GAAP diluted EPS $0.53 - $0.67 Non-GAAP diluted EPS $0.65 - $0.79 *The outlook for Q4 of fiscal year 2026 GAAP diluted net income per common share includes approximately $95 million in expect
Slide 11: APPENDIX
APPENDIX Accelerate Everything © 2026 Supermicro
Slide 12: GAAP to Non-GAAP Reconciliation (1 of 4)
GAAP to Non-GAAP Reconciliation (1 of 4) 12 Accelerate Everything © 2026 Supermicro
Slide 13: GAAP to Non-GAAP Reconciliation (2 of 4)
GAAP to Non-GAAP Reconciliation (2 of 4) 13 Accelerate Everything © 2026 Supermicro
Slide 14: GAAP to Non-GAAP Reconciliation (3 of 4)
GAAP to Non-GAAP Reconciliation (3 of 4) 14 Accelerate Everything © 2026 Supermicro
Slide 15: GAAP to Non-GAAP Reconciliation (4 of 4)
GAAP to Non-GAAP Reconciliation (4 of 4) 15 Accelerate Everything © 2026 Supermicro
Slide 16: www.supermicro.com
Wwww.supermicro.com