Super Micro Computer, Inc. (SMCI) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon and thank you for attending Supermicro's call to discuss financial results for the fourth quarter and full year of fiscal 2025, which ended June 30th, 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 press release from the company that was distributed to close a 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 have 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 first quarter of fiscal 2026 and the full fiscal year 2026. These statements and other comments are based on management's current expectations and assumptions of all material risks and uncertainties that could cause actual results or events to material 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 10K for fiscal 2024, and other SEC filings. All these documents are available on the investor relations page of Supermicro's website. We assume obligation to update any forward-looking statements. Most of today's presentation will refer to non-...