Super Micro Computer, Inc. (SMCI) Q3 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for standing by. My name is Krista, and I will be your conference operator today. At this time, I would like to welcome everyone to the Supermicro Computer Inc. Third Quarter 2026 Earnings Call. With us today are Charles Liang, Founder, President, and Chief Executive Officer, David Wiegand, Chief Financial Officer, 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 would like to ask a question at that time, simply press star followed by the number one on your telephone keypad. And if you'd like to withdraw your question, again, press star one. Thank you. I would now like to turn the conference over to Michael Steger. Please go ahead. Hey, good afternoon. Thank you for attending Supermicro's call to discuss financial results for third quarter fiscal 2026, which ended March 31st, 2026. As you know, with me today are Charles Liang, founder, chairman, and chief executive officer, 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 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 table consists of forward-looking statements, including without limitation those regarding revenue, gross margin, operating expenses, other income and expenses, taxes,...