Slide 1: Fiscal Q4 2025 Results
Fiscal Q4 2025 Results August 5, 2025 Better Faster Greener © 2025 Supermicro
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 Highlights
CEO Highlights Next Generation Product Leadership • First to ship latest gen AI products including Supermicro NVIDIA B300/GB300; continued TTM leadership • Announced an expanded Data Center Building Block Solutions (DCBBS) for accelerated AI data center buildouts • Introduced DLC-2, lowering 40% pow
Slide 4: Growth Targets
Growth Targets SMCI vs IT Industry (YoY%) SMCI Annual Revenue SMCI 3.0 Total IT SMCI 2.0 Solutions Servers & SMCI 1.0 Storage Systems Components & Subsystems 2018 2019 2020 2021 2022 2023 2024 2025 Industry Average Supermicro Sub-System Complete System Rack PnP DCBBS 4 Accelerate Everything © 2025 S
Slide 5: Rack Scale PnP & DCBBS
Rack Scale PnP & DCBBS 5,000 Racks per month production NOW 2,000 DLC Racks per month 150kW (250, 500kW) racks ship in volume 20MW facilities today (30MW 3mo later) Liquid-Cooled Cooling Distribution Chilled Door Cooling Water/Dry Cooling Systems Unit Manifold/Cold Plates Tower 30% PnP Solution Test
Slide 6: DCBBS
DCBBS Infrastructure Solutions Software Solutions CDU, water tower, dry-towers, DC management, control chilled doors, A/C, piping, modular disaggregated infrastructure, containers and more… security, optimized TCO Rack-Scale PnP Network Solutions Solutions Switching, routing, cabling, Based on appli
Slide 7: Expand Global Manufacturing
Expand Global Manufacturing Optimized Economy of Scale and Cost US Silicon Valley Operations • Green Computing Park B20-B23-B81 • Fry’s location in progress B31, B32 • Milpitas facility in progress #1081 • Rack-scale integration, DCBBS and cloud services APAC Operations • Taiwan Science and Tech Cen
Slide 8: FQ425 Highlights
FQ425 Highlights FQ425 QoQ YoY Revenue $5,757M 25% 8% Gross Margin (Non-GAAP) 9.6% (10)bps (70)bps Earnings Per Share (Non-GAAP) $0.41 $0.10 ($0.13) Cash Flow from Operations $864M $237M $1,511M Mix Server and Storage Systems $5,618M 26% 10% Subsystems & Accessories $139M (1%) (48%) A reconciliation
Slide 9: Revenue & EPS Outlook
Revenue & EPS Outlook FQ126 Outlook FY26 Outlook Revenue $6.0B to $7.0B Revenue At least $33B GAAP diluted net EPS $0.30 to $0.42 Non-GAAP diluted net EPS $0.40 to $0.52 *The outlook for Q1 of fiscal year 2026 GAAP diluted net income per common share includes approximately $69 million in expected st
Slide 10: APPENDIX
APPENDIX Better Faster Greener © 2025 Supermicro
Slide 11: GAAP to Non-GAAP Reconciliation (1 of 6)
GAAP to Non-GAAP Reconciliation (1 of 6) (in thousands, except per share amounts) 11 Accelerate Everything © 2025 Supermicro
Slide 12: GAAP to Non-GAAP Reconciliation (2 of 6)
GAAP to Non-GAAP Reconciliation (2 of 6) (in thousands, except per share amounts) 12 Better Faster Greener © 2024 Supermicro
Slide 13: GAAP to Non-GAAP Reconciliation (3 of 6)
GAAP to Non-GAAP Reconciliation (3 of 6) (in thousands, except per share amounts) 13 Better Faster Greener © 2024 Supermicro
Slide 14: GAAP to Non-GAAP Reconciliation (4 of 6)
GAAP to Non-GAAP Reconciliation (4 of 6) (in thousands, except per share amounts) 14 Better Faster Greener © 2024 Supermicro
Slide 15: GAAP to Non-GAAP Reconciliation (5 of 6)
GAAP to Non-GAAP Reconciliation (5 of 6) (in thousands, except per share amounts) 15 Better Faster Greener © 2024 Supermicro
Slide 16: GAAP to Non-GAAP Reconciliation (6 of 6)
GAAP to Non-GAAP Reconciliation (6 of 6) (in thousands, except per share amounts) 16 Better Faster Greener © 2024 Supermicro
Slide 17: www.supermicro.com
Wwww.supermicro.com