Slide 1: Supermicro Investor Presentation (November 15, 2007)
SUPERMICRO INVESTOR PRESENTATION (November 15, 2007) Exhibit 99.1
Slide 2: Safe Harbor
2 Safe Harbor Certain statements in this presentation relate to future results and events that are forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. This presentation contains statements involving risks and uncertainties, including statements relating to
Slide 3: Charles Liang, CEO
3 C harles L iang CEO
Slide 4: Corporate Overview
4 Corporate Overview Founded: Product: Headquarters: Years Profitable: FY2007 Revenue: FY2007 Revenue Growth: 1993 Application-Optimized Server Solutions San Jose, CA $420MM 39%
Slide 5: Financial Track Record: Annual Revenue and Net Income
5 Financial Track Record Annual Revenue and Net Income Revenue ($MM) Net Income ($MM) Revenue Net Income $212 $167 $137 $89 $64 $60 $60 $14 $20 $36 $46 $2 $303 $420 $7.1 $4.9 $3.5 $2.2 $0.8 $1.0 $1.2 $0.4 $1.1 $0.5 $0.3 $0.1 $16.9 $19.3 $0 $50 $100 $150 $200 $250 $300 $350 $400 $450 FY94 FY95 FY96 F
Slide 6: Evolution of Enterprise Computing
6 Evolution of Enterprise Computing 1990 1995 2003 2007 2000 x86 Open Architecture Application-Optimized SuperBlade ™ and 1U Twin ™ Scale-Out 1990 1995 2003 2007 2000 Clustered System
Slide 7: Customers Demand Application-Optimized Solutions
7 Customers Demand Application-Optimized Solutions Application OEMs Image Computing Server Farms General Servers High Med Low High Med Low High Med Low High Med Low Broad Selection & Rapid Optimization Optimized I/O for Image & Graphics Flexible Support Extremely High CPU & Memory Performance Brand
Slide 8: Investment Highlights
8 Investment Highlights Large and Fast-Growing Application-Optimized Server Market Value based on Engineering Expertise & Proprietary IP Consistent Profitable Financial Record For 14 Years Significant Future Growth Drivers Seasoned Management and Engineering Teams
Slide 9: Large and Growing Market Opportunity
9 Large and Growing Market Opportunity $26.6 $33.8 $31.9 $29.9 $27.8 $36.4 $0.0 $5.0 $10.0 $15.0 $20.0 $25.0 $30.0 $35.0 $40.0 2005 2006 2007 2008 2009 2010 $2.2 $8.4 $6.3 $4.5 $3.0 $11.2 $0.0 $1.0 $2.0 $3.0 $4.0 $5.0 $6.0 $7.0 $8.0 $9.0 $10.0 $11.0 $12.0 $13.0 $14.0 $15.0 2005 2006 2007 2008 2009 2
Slide 10: Supermicro Performance
10 Supermicro Performance $152 $104 $22 $38 $51 $67 $12 $0.0 $20.0 $40.0 $60.0 $80.0 $100.0 $120.0 $140.0 $160.0 2001 2002 2003 2004 2005 2006 2007 $64 $212 $167 $137 $89 $303 $420 $0.0 $50.0 $100.0 $150.0 $200.0 $250.0 $300.0 $350.0 $400.0 $450.0 2001 2002 2003 2004 2005 2006 2007 Supermicro Overal
Slide 11: Competitive Advantages
11 Competitive Advantages Advanced Power / Cooling First-to-Market Broadest Product Portfolio In-House Design/ Proprietary IP Modular Building Blocks Lower TCO
Slide 12: First-to-Market For Over Fourteen Years
12 First-to-Market For Over Fourteen Years <2000 Innovation First Dual Intel Pentium Pro- based Server board Revolutionary Redundant Cooling Power Supply (1998) First SuperServer Shipped (2000) 2001-2002 Performance 2003 Scalability First 1-terabyte SATA in a 1U Xeon Solution Offered the Most Compre
Slide 13: Server Building Block Solutions
13 Server Building Block Solutions ® In-House Design and Building Block Solutions Technology Partners Customer Requirements OEM Specs Optimized Data Center Motherboards 1266 Chassis Cooling Modules 119 Power Supplies Open CPU/ Memory Operating Systems / Applications In-House Design Lawrence Livermor
Slide 14: Based on Significant Engineering Expertise
14 Based on Significant Engineering Expertise Super SSI Architecture Supermicro Server Management Products 1U Twin, UIO, SuperBlade Design High-efficiency Power & Thermal Technology TM TM
Slide 15: Building Blocks
15 Building Blocks SuperServer Systems Custom Server Systems Thousands of Server Products Based on Super SSI 119 Power Supplies Thermal Cooling 520 Motherboards 1266 Chassis 1U Servers 388 SKUs 2U Servers 110 SKUs 3U Servers 17 SKUs 4U/Tower Servers 196 SKUs CPU/Memory Others 1,000’s of Servers Buil
Slide 16: Customer Case Studies
16 Customer Case Studies-Most Demanding & Exacting Servers with Extremely High Computing Density, Memory Performance, Power efficiency and Quick Design Turnaround OEMs Unique features and Configurations plus Rapid “Build to Order” Capabilities Large Server Farms Required Systems Optimized for Comput
Slide 17: Competitive Advantages
17 Competitive Advantages Time to Market Product Breadth Proprietary IP In-House Design Economic Scale Source: Super Micro management estimates.
Slide 18: Global Reach
18 Global Reach Super Micro Headquarters Sales / Distribution Partners 3 Main Locations Worldwide 97 Sales & Marketing Professionals In 12 Countries 415 VARs And Distributors Worldwide Super Micro Subsidiaries
Slide 19: Key Growth Strategies
19 Key Growth Strategies New Customers and International Expansion Growth With Current Customers Large Data Centers, Direct Sales Accounts More Complete Systems Storage Hardware Solutions Blade Servers Enterprise Blade Data Center Blade OfficeBlade Personal Blade Networking Product Management Softwa
Slide 20: Current Technology Progress
20 Current Technology Progress 1. 1U Twin – Growing strongly in both revenue and Product Breadth 2. Expanding UIO architecture 3. Growing SuperBlade Product Lines 4. Expanding Engineering team aggressively in Taiwan 5. Products Under Development: Early Bird Launch of PCI-E Gen2 DP XEON Platforms Off
Slide 21: Example of Our Superior Product
21 Example of Our Superior Product World’s Highest Power System Efficiency — up to 93% Outstanding Cooling — State-of-the-art 50dB low noise and power efficient cooling Best Density in the Industry — 40 processors(160 cores) per 7U chassis — 240 processors(960 cores) per 42U rack 10 4-Way Blades in
Slide 22: FY08 Outlook
22 FY08 Outlook Steady Building Block Serverboard and Chassis Business Growth 50% Server System Business Growth Sharply growing Blade Server and Networking products Asian Expansion for Cost Reduction Additional Strategic Direct-accounts Development Minimum 30% y-y revenue growth At least 35% Bottom
Slide 23: Howard Hideshima, CFO
23 CFO Hideshima Howard
Slide 24: Financial Highlights
24 Financial Highlights Significant Revenue Growth Profitable Since Inception Improving Margin Profile Diversified Revenue Mix Significant Upside Drivers
Slide 25: Revenue and Margin Drivers
25 Revenue and Margin Drivers Power Supplies Thermal Cooling CPU / Memory Applications Operating Systems Motherboards Chassis Server Systems Subsystems Components
Slide 26: Strong Revenue Growth
26 Strong Revenue Growth Consistent Quarterly Revenue Growth CY2005 CY2006 CY2007 $64.5 $72.1 $90.2 $113.6 $105.7 $110.9 $117.9 $128.0 $135.0 $60.6 $52.0 $90.0 $75.9 $50 $75 $100 $125 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4(Fcst) Q4(Fcst) Consistent Quarterly Revenue Growth
Slide 27: Diversified Revenue Mix
27 Diversified Revenue Mix Germany 7% Rest of Europe 12% United Kingdom 5% Asia 15% Other 2% 0 10 20 30 40 50 60 70 80 90 FY04 FY05 FY06 FY07 15% 20% 25% 30% Revenue % of Total Revenue FY2007 Revenue By Geography FY2007 Top 5 Customers United States 59% FY2007 Revenue By Geography FY2007 Top 5 Custo
Slide 28: Supermicro
SUPERMICR ©
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Slide 31: FY08 Outlook
31 FY08 Outlook Steady Building Block Serverboard and Chassis Business Growth 50% Server System Business Growth Sharply growing Blade Server and Networking products Asian Expansion for Cost Reduction Additional Strategic Direct-accounts Development Minimum 30% y-y revenue growth At least 35% Bottom
Slide 32: Supermicro (November 15, 2007)
SUPERMICRO INVESTOR PRESENTATION (November 15, 2007)