Super Micro Computer, Inc. (SMCI) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

At this time, I would like to welcome everyone to the Supermicrocomputer Inc. SMCI U.S. Third Quarter Full Year 2025 Earnings Call. With us today are Charles Wei Yang, Founder, President, and Chief Executive Officer, David Wiegand, CFO, and Michael Sager, Senior Vice President of Corporate Development. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you'd like to ask a question, please press star followed by one on your telephone keypad. I would now like to pass the conference over to Michael Seeger. Uh, Victoria, thank you. Good afternoon and thank you for attending Supermicro's call to discuss financial results for the third quarter, which ended March 31st, 2025. With me today are Charles Liang, founder, chairman and chief executive officer, and David Wiegand, chief financial officer. By now, you should have received a copy of the news release from the company that was distributed at the close of regular trading. 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 investor relations section of the company's website under the 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 our discussion today will consist of forward looking statements, including without limitation those regarding revenue, gross margin, operating expenses, other income and expenses, taxes, capital allocation, and future business outlook, including guidance for the fourth quarter and full fiscal year 2025. There are a number of risk factors that can cause Supermicro's results to differ material...