{"id":18544,"date":"2026-02-04T01:35:28","date_gmt":"2026-02-04T01:35:28","guid":{"rendered":"https:\/\/microvibenews.com\/?p=18544"},"modified":"2026-02-04T01:35:28","modified_gmt":"2026-02-04T01:35:28","slug":"super-micro-computer-inc-smci-q2-2026-earnings-call-transcript","status":"publish","type":"post","link":"https:\/\/microvibenews.com\/?p=18544","title":{"rendered":"Super Micro Computer, Inc. (SMCI) Q2 2026 Earnings Call Transcript"},"content":{"rendered":"<p><\/p>\n<div>\n<header class=\"flex flex-col items-start justify-between\"\/>\n<div class=\"relative mb-18 flex-col\" data-test-id=\"author-brief\">\n<div class=\"flex items-start justify-between\">\n<div class=\"relative z-0 mr-18 flex grow\">\n<div class=\"flex shrink-0 items-center justify-center relative size-36 rounded-full\" data-test-id=\"user-pic-wrapper\"><img alt=\"\" class=\"text-transparent flex w-full items-center justify-center overflow-hidden text-black-5 rounded-full h-full bg-black-5 dark:bg-black-30\" data-test-id=\"user-pic\" height=\"36\" loading=\"lazy\" src=\"https:\/\/seekingalpha.com\/images\/users_profile\/000\/101\/639\/big_pic.png?io=w72 2x\" width=\"36\"\/><\/div>\n<\/div>\n<p><button data-state-text=\"Following\" aria-label=\"Follow SA Transcripts\" class=\"ihjjQ py-8 px-18 ml-auto print:hidden relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 w-auto min-h-36 justify-center border px-16 py-1 text-medium-b rounded-8\" data-test-id=\"follow-button\" type=\"button\"><span class=\"\"><span aria-hidden=\"true\" class=\"wMAFB relative flex justify-center\" data-state-placeholder=\"Following\"><span class=\"absolute\">Follow<\/span><\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"paywall-full-content R6FbO flex sa-text-content sa-media-content sa-table-content sa-content-helpers print:block mb-32\">\n<div class=\"w-0 grow print:w-auto\">\n<div>\n<div class=\"T2G6W\" data-test-id=\"content-container\">\n<div class=\"transcript-headline\">\n<p data-eci=\"true\">Super Micro Computer, Inc. (<span class=\"ticker-hover-wrapper\">SMCI<\/span>) Q2 2026 Earnings Call February 3, 2026 5:00 PM EST<\/p>\n<\/div>\n<div class=\"transcript-company-participants\">\n<p class=\"transcript-company-participants-title\"><strong>Company Participants<\/strong><\/p>\n<p><span>Michael Staiger &#8211; Senior Vice President of Corporate Development<\/span><br \/><span>Charles Liang &#8211; Founder, Chairman of the Board, President &amp; CEO<\/span><br \/><span>David Weigand &#8211; Senior VP, CFO, Company Secretary &amp; Chief Compliance Officer<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-other-participants\">\n<p class=\"transcript-other-participants-title\"><strong>Conference Call Participants<\/strong><\/p>\n<p><span>Ananda Baruah &#8211; Loop Capital Markets LLC, Research Division<\/span><br \/><span>Asiya Merchant &#8211; Citigroup Inc., Research Division<\/span><br \/><span>Katherine Murphy &#8211; Goldman Sachs Group, Inc., Research Division<\/span><br \/><span>Ruplu Bhattacharya &#8211; BofA Securities, Research Division<\/span><br \/><span>Nehal Chokshi &#8211; Northland Capital Markets, Research Division<\/span><br \/><span>Quinn Bolton &#8211; Needham &amp; Company, LLC, Research Division<\/span><br \/><span>Jonathan Tanwanteng &#8211; CJS Securities, Inc.<\/span><br \/><span>Mark Newman &#8211; Bernstein Institutional Services LLC, Research Division<\/span><br \/><span>Brandon Nispel &#8211; KeyBanc Capital Markets Inc., Research Division<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-presentation\">\n<p class=\"transcript-presentation-title\"><strong>Presentation<\/strong><\/p>\n<div class=\"transcript-presentation-section\" seq=\"0\">\n<p class=\"transcript-presentation-section-title\"><span><strong>Operator<\/strong><\/span><\/p>\n<p>Thank you for standing by. My name is Matt, and I&#8217;ll be your conference operator today. At this time, I would like to welcome everyone to the Super Micro Computer, Inc. Q2 Fiscal Year &#8217;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.<\/p>\n<\/p><\/div>\n<div class=\"transcript-presentation-section\" seq=\"1\">\n<p class=\"transcript-presentation-section-title\"><span><strong>Michael Staiger<\/strong><\/span><br \/><span><i>Senior Vice President of Corporate Development<\/i><\/span><\/p>\n<p>Thank you. Good afternoon, and thank you for attending Super Micro&#8217;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.<\/p>\n<p>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&#8217;s website. As a reminder, during today&#8217;s call, the company will refer to a presentation that is available to participants in the IR section of the company&#8217;s website under Events<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<aside\/><\/div>\n<\/div>\n<\/div>\n<footer class=\"border-t border-share-separator-thin py-18 sm:py-24 print:hidden paywall-full-content\" data-test-id=\"post-footer\"\/><\/div>\n<p>#Super #Micro #Computer #SMCI #Earnings #Call #Transcript<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Follow Super Micro Computer, I&hellip; <\/p>\n","protected":false},"author":1,"featured_media":1051,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[245],"tags":[124,4871,322,3497,11640,1815,323],"_links":{"self":[{"href":"https:\/\/microvibenews.com\/index.php?rest_route=\/wp\/v2\/posts\/18544"}],"collection":[{"href":"https:\/\/microvibenews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/microvibenews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/microvibenews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/microvibenews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=18544"}],"version-history":[{"count":0,"href":"https:\/\/microvibenews.com\/index.php?rest_route=\/wp\/v2\/posts\/18544\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/microvibenews.com\/index.php?rest_route=\/wp\/v2\/media\/1051"}],"wp:attachment":[{"href":"https:\/\/microvibenews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=18544"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/microvibenews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=18544"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/microvibenews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=18544"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}