Supermicro (SMCI) Q4 2025 10-Q Quarterly Report
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.
Supermicro Q4 2025 10-Q Analysis
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
Supermicro Q4 2025 Quarterly FinancialsXBRL
Revenue
$12.7B
▲ +123.4% YoY▲ +152.8% QoQ
Net Income
$401M
▲ +24.9% YoY▲ +138.0% QoQ
Net Margin
3.2%
▼ -249bp YoY▼ -20bp QoQ
Source: XBRL data from Supermicro Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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