Super Micro Computer, Inc. (SMCI) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by. My name is Matt and I'll be your conference operator today. At this time, Please press star one on your telephone keypad. Over to you, Michael. Thank you. Good afternoon and thank you for attending Supermicro's call to discuss financial results for the second quarter and full year fiscal 2026, which ended December 31st, 2025. With me today, as you know, is Charles Liang, founder, chairman, chief executive officer, and David Wiegand, chief financial officer. By now, you should have received a copy of the press release from the company that was distributed at the close of regular trading and is available on the company's website. As a reminder, during today's call, the company will refer to a presentation that is available to participants in the IR section of the company's website under Events and Presentations tab. We've also published management scripted commentary on our website. Please note that some of the information you'll hear during the discussion table consists of forward-looking statements, including without limitation those regarding revenue, gross margin, operating expenses, other income expenses, taxes, capital allocation, and future business outlook, including guidance for the third quarter of fiscal 2026 and full fiscal year 2026. These statements and other comments are based on management's current expectations and assumptions involved, material risks and uncertainties that could cause actual results or events to be materially different from those anticipated, and you should not place undue reliance on forward-looking statements. You can learn more about these risks and uncertainties in the press release we issued earlier this afternoon, our most recent 10-K filing, fiscal 2025, and other SEC filings. All these documents are ...