Super Micro Computer, Inc. (SMCI) Q2 2026 Earnings Call Transcript

Super Micro Computer, Inc. (SMCI) Q2 2026 Earnings Call February 3, 2026 5:00 PM EST

Company Participants

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

Conference Call Participants

Ananda Baruah – Loop Capital Markets LLC, 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
Quinn Bolton – Needham & Company, LLC, Research Division
Jonathan Tanwanteng – CJS Securities, Inc.
Mark Newman – Bernstein Institutional Services LLC, Research Division
Brandon Nispel – KeyBanc Capital Markets Inc., Research Division

Presentation

Operator

Thank you for standing by. My name is Matt, and I’ll be your conference operator today. At this time, I would like to welcome everyone to the Super Micro Computer, Inc. Q2 Fiscal Year ’26 Financial Results Call. With us today are Charles Liang, Founder, President and Chief Executive Officer; David Weigand, CFO; and Michael Staiger, Senior Vice President of Corporate Development. [Operator Instructions] Over to you, Michael.

Michael Staiger
Senior Vice President of Corporate Development

Thank you. Good afternoon, and thank you for attending Super Micro’s call to discuss financial results for the second quarter and full year fiscal 2026, which ended December 31, 2025. With me today, as you know, is Charles Liang, Founder, Chairman, Chief Executive Officer; and 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 is available to participants in the IR section of the company’s website under Events

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