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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Super Micro Computer (SMCI) investor relations material
Super Micro Computer Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary4 Nov, 2025
Executive summary
Fiscal 2026 began with strong AI-driven demand and a $13B+ order book, but Q1 net sales fell to $5.02B, down 15–15.5% year-over-year, due to shipment delays, customer upgrades, and changes in product mix.
Net income dropped to $168.3M from $424.3M in the prior year, reflecting lower gross profit and higher operating expenses.
The company is rapidly expanding its global manufacturing footprint with new facilities in the U.S., APAC, Malaysia, the Netherlands, and the Middle East.
Delivered high-volume shipments of next-generation AI products, including NVIDIA GB300 NVL72 and AMD MI355, and showcased AI storage solutions at the 2025 Open Storage Summit.
Operating expenses rose 7% year-over-year, driven by increased headcount, salaries, and stock-based compensation.
Financial highlights
Q1 FY26 revenue was $5.0–$5.02B, down 15–15.5% year-over-year and 13% quarter-over-quarter.
Gross margin was 9.3–9.5%, with non-GAAP operating margin at 5.4% and adjusted EBITDA at $334.9M (6.7% of net sales).
Q1 GAAP diluted EPS was $0.26; non-GAAP diluted EPS was $0.35.
Cash flow used in operations was $918M, with negative free cash flow of $950M due to higher working capital needs.
Cash and cash equivalents at quarter-end were $4.2B; total bank and convertible note debt was $4.8B.
Outlook and guidance
Q2 FY26 net sales expected at $10–$11B; GAAP diluted EPS $0.37–$0.45; non-GAAP diluted EPS $0.46–$0.54.
Full-year FY26 revenue outlook raised to at least $36B, up from prior guidance of $33B.
Gross margins expected to decline by 300 basis points in Q2 due to product mix and ramping new mega-scale platforms.
Capital expenditures for the remainder of FY26 projected at $200–$220M, focused on manufacturing, IT, and facilities upgrades.
Sequential revenue growth and margin improvement anticipated as new facilities and product lines mature.
Inventory and AR impact on cash flow?
Gross margin trend given AI infrastructure push?
Blackwell orders bridge to $36B FY26 revenue?
Detail the plan for gross margin recovery
DCBBS competitive advantage and market share
Sustainable growth given cash flow challenges
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Next Super Micro Computer earnings date
Q2 202610 Feb, 2026
Next Super Micro Computer earnings date
Q2 202610 Feb, 2026
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Frequently asked questions
Super Micro Computer Inc. designs and manufactures high-performance server and storage systems, motherboards, and related components. Its solutions are used in data centers, cloud computing, enterprise IT, and AI workloads. The company is headquartered in San Jose, California, and its shares are listed on the NASDAQ.
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