2/3/2026

speaker
Matt
Conference Operator

Thank you for standing by. My name is Matt and I'll be your conference operator today. At this time, Please press star one on your telephone keypad.

speaker
Matthew
Conference Operator

Over to you, Michael.

speaker
Michael
Investor Relations, Supermicro

Thank you. Good afternoon and thank you for attending Supermicro's call to discuss financial results for the second quarter and full year fiscal 2026, which ended December 31st, 2025. With me today, as you know, is Charles Liang, founder, chairman, chief executive officer, and David Wiegand, 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 and Presentations tab. We've also published management scripted commentary on our website. Please note that some of the information you'll hear during the discussion table consists of forward-looking statements, including without limitation those regarding revenue, gross margin, operating expenses, other income expenses, taxes, capital allocation, and future business outlook, including guidance for the third quarter of fiscal 2026 and full fiscal year 2026. These statements and other comments are based on management's current expectations and assumptions involved, material risks and uncertainties that could cause actual results or events to be materially different from those anticipated, and you should not place undue reliance on forward-looking statements. You can learn more about these risks and uncertainties in the press release we issued earlier this afternoon, our most recent 10-K filing, fiscal 2025, and other SEC filings. All these documents are available on the IR page of Supermicro's website. We see no obligation to update any forward-looking statements. Most of today's presentation will refer to non-GAAP financial results and business outlook. For an explanation of our non-GAAP financial message, please refer to accompanying presentation. or to our press release published earlier today. The non-GAAP measures are presented as we believe that they provide investors the means of evaluating and understanding the company's management, that management evaluates the company's operating performance. These non-GAAP measures should not be considered in isolation from, as substitutes for, or superior to financial measures prepared in accordance with U.S. GAAP. In addition, a reconciliation of GAAP to non-GAAP results is contained in today's press release and in the supplemental information attached to today's presentation. At the end of today's prepared remarks, we will have a Q&A session for sell-side analysts. Our third quarter of fiscal 2026 quiet period ends at the close or begins at the close of business Friday, March 13th, 2026. And for now, I will turn the call over to Charles.

Disclaimer

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Investor presentation