SMCI Supermicro
Q4 2025 10-Q
Supermicro (SMCI) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Feb 6, 2026 for the fiscal period ending Dec 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
AI Filing AnalysisQ4 2025 10-Q
Management Discussion & Analysis
- • Revenue $12,682.5M Q2 FY2026, up 123.4% YoY from $5,678.0M, driven by AI GPU products (+169.7%) and datacenter orders
- • Gross margin 6.3% Q2 FY2026 vs 11.8% Q2 FY2025, a 5.5% decrease due to product mix, higher production costs, tariffs, and inventory write-downs
Risk Factors
- • No new or changed risk factors since 10-K for fiscal year ended June 30, 2025
- • Continued supply chain disruptions impacting component availability and delivery timelines
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