U.S. COMPANY FILING
Super Micro Computer, Inc. — Form 10-Q filed 2026-02-06
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Super Micro Computer reported Q2 FY2026 net sales of $12.68 billion, up 123.4% YoY, driven by datacenter deployment orders. Gross margin fell to 6.3% from 11.8% due to competitive pricing and mix. Net income rose to $400.6 million. The company entered into a $1.8 billion credit agreement and CEO loan was repaid. Customer concentration risk is high, with top customer at 62.6% of sales.
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