Slide 1: FQ4 2026 Results
FQ4 2026 Results August 11th, 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 • Scaling nearly doubled revenue from $22B in FY25 to $39B in FY26 and large-scale billion-dollar customers from four in FY25 to nine in FY26 and $60B+ in back orders • Diversifying the revenue base with new customers across, enterprises, f
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: FY27 Rack Capacity
FY27 Rack Capacity Supports significantly higher revenue base than current levels 6,000+ Total Rack Capacity balanced across… 3,000 DLC & 3,000 AC Racks 240kW Racks volume expected in FY27 (500kW soon) 85+10MW total power capacity worldwide Enabling next -generation AI training and inference with sc
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 efficiency • Advanced entp SONiC & ONIE support • SuperCloud Automation Center • Optimized cable management • Open design
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: Q4 FY2026 Highlights
Q4 FY2026 Highlights Q4FY26 QoQ YoY Revenue $11,120M +9% +93% Gross Margin (Non-GAAP)* 17.6% 750bps 800bps Diluted Earnings Per Share (Non-GAAP)* $1.70 $0.86 $1.29 Cash Flow from Operations $747M $7,362M ($117M) *See Appendix for the reconciliations of these non -GAAP financial measures to their com
Slide 10: FY2026 Highlights
FY2026 Highlights FY25 FY26 YoY Revenue $21,972M $39,063M +78% Gross Margin (Non-GAAP)* 11.2% 10.9% (30bps) Diluted Earnings Per Share (Non-GAAP)* $2.06 $3.63 $1.57 Cash Flow from Operations $1,659M ($6,810M) ($8,469M) *See Appendix for the reconciliations of these non -GAAP financial measures to th
Slide 11: Revenue & EPS Outlook
Revenue & EPS Outlook Q1 FY27 Outlook Full Year FY27 Outlook Revenue $14.5B - $15.5B Revenue $65B - $72B GAAP diluted EPS $0.89 - $0.98 Non-GAAP diluted EPS $1.01 - $1.10 *The outlook for Q1 of fiscal year 2027 GAAP diluted net income per common share includes approximately $106 million in expec ted
Slide 12: APPENDIX
APPENDIX Accelerate Everything © 2026 Supermicro
Slide 13: GAAP to Non-GAAP Reconciliation (1 of 4)
GAAP to Non-GAAP Reconciliation (1 of 4) 13 Accelerate Everything © 2026 Supermicro
Slide 14: GAAP to Non-GAAP Reconciliation (2 of 4)
GAAP to Non-GAAP Reconciliation (2 of 4) 14 Accelerate Everything © 2026 Supermicro
Slide 15: GAAP to Non-GAAP Reconciliation (3 of 4)
GAAP to Non-GAAP Reconciliation (3 of 4) 15 Accelerate Everything © 2026 Supermicro
Slide 16: GAAP to Non-GAAP Reconciliation (4 of 4)
GAAP to Non-GAAP Reconciliation (4 of 4) 16 Accelerate Everything © 2026 Supermicro
Slide 17: www.supermicro.com
Wwww.supermicro.com