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Super Micro Computer, Inc. (SMCI) Q3 2026 Earnings Call T...
SA Transcripts · 2026-05-06 · via All Articles on Seeking Alpha

Q3: 2026-05-05 Earnings Summary

EPS of $0.84 beats by $0.22

 | 

Revenue of

$10.24B

(122.68% Y/Y)

misses by $2.21B

Super Micro Computer, Inc. (SMCI) Q3 2026 Earnings Call May 5, 2026 5:00 PM EDT

Company Participants

Michael Staiger - Senior Vice President of Corporate Development
Charles Liang - Founder, Chairman of the Board, President & CEO
David Weigand - CFO, Company Secretary & Senior VP

Conference Call Participants

Ananda Baruah - Loop Capital Markets LLC, Research Division
Manmohanpreet Singh - JPMorgan Chase & Co, Research Division
W. Chiu - Raymond James & Associates, Inc., Research Division
Asiya Merchant - Citigroup Inc., Research Division
Katherine Murphy - Goldman Sachs Group, Inc., Research Division
Ruplu Bhattacharya - BofA Securities, Research Division
Nehal Chokshi - Northland Capital Markets, Research Division
Neil Young - Needham & Company, LLC, Research Division
Jonathan Tanwanteng - CJS Securities, Inc.
Mark Newman - Bernstein Institutional Services LLC, Research Division

Presentation

Operator

Thank you for standing by. My name is Christa, and I will be your conference operator today. At this time, I would like to welcome everyone to the Super Micro Computer, Inc. Third Quarter 2026 Earnings Call.

With us today are Charles Liang, Founder, President and Chief Executive Officer; David Weigand, Chief Financial Officer; and Michael Staiger, Senior Vice President of Corporate Development. [Operator Instructions]

I would now like to turn the conference over to Michael Staiger. Please go ahead.

Michael Staiger
Senior Vice President of Corporate Development

Good afternoon, and thank you for attending Super Micro's call to discuss financial results for third quarter fiscal 2026, which ended March 31, 2026. As you know, with me today are Charles Liang, Founder, Chairman and Chief Executive Officer; David Weigand, 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