Slide 1: FQ2 2026 Results
FQ2 2026 Results February 3rd, 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 key customer engagements, rapidly scaling new AI factories, resulting in continued domestic and international order book growth • Delivering high volume NVIDIA GB300 NVL72, HGX B300, RTX6000Pro, and AMD MI350/355 worldwide with T
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 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) 63MW 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 • APAC Science and Tech Center • Rack-Scale and DCBBS manufacturi
Slide 9: Q2 FY2026 Highlights
Q2 FY2026 Highlights Q2FY26 QoQ YoY Revenue $12,682M 153% 123% Gross Margin (Non-GAAP) 6.4% (310)bps (550)bps Diluted Earnings Per Share (Non-GAAP) $0.69 $0.34 $0.10 Cash Flow from Operations ($24M) $894M $216M 9 Accelerate Everything © 2026 Supermicro
Slide 10: Revenue & EPS Outlook
Revenue & EPS Outlook Q3 FY26 Outlook Full Year FY26 Outlook Revenue At least $12.3B Revenue At least $40B GAAP diluted net EPS At least $0.52 Non-GAAP diluted net EPS At least $0.60 *The outlook for Q3 of fiscal year 2026 GAAP diluted net income per common share includes approximately $62 million i
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