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Super Micro Computer, Inc. (SMCI) Presents at Bank of Ame...
SA Transcripts · 2026-06-03 · via All Articles on Seeking Alpha

Super Micro Computer, Inc. (SMCI) Bank of America 2026 Global Technology Conference June 2, 2026 4:20 PM EDT

Company Participants

Michael Staiger - Senior Vice President of Corporate Development

Presentation

Unknown Analyst

[Audio Gap] We've got Michael Staiger, who is the Senior Vice President of Corporate Development. Michael, thank you so much for taking the time today.

Michael Staiger
Senior Vice President of Corporate Development

Thanks for having us.

Unknown Analyst

We also have...

Michael Staiger
Senior Vice President of Corporate Development

Good to see you. We also have Krishna Shankar, who is the VP of Finance; and we have Ian Tolle, who's the Head of IR in the audience. So thanks, guys. Thanks for coming today.

Question-and-Answer Session

Unknown Analyst

I've got lots of questions. I want to start with a question focused on customers. So Michael, when I think about Super Micro, you guys have done phenomenally well with the Tier 2 CSPs and large data center customers. As you look out to expand the business over the next couple of years, how do you see that customer set expanding? Where do you see expansion? And I guess a question that I get from clients is, if you're doing so well with this customer set, what are the pluses and minuses of trying to get a different customer set? Why even go for that?

Michael Staiger
Senior Vice President of Corporate Development

Yes. That's a nice introduction. I wouldn't have to say that if you would just step back and look at the foundation of the organization and the company and where we came from, it was all enterprise customers. And if we're just talking about the customer conversation, which is important, what is an enterprise is -- are NeoClouds enterprises, et cetera. We grew up in the X86 world, where we delivered more power and more compute per