Super Micro projects $40B FY2026 revenue driven by AI and Blackwell platforms

Earnings Call Insights: Super Micro Computer, Inc. (NASDAQ:SMCI) Q2 2025

Management View

• Charles Liang, CEO, highlighted preliminary Q2 net revenue in the range of $5.6 billion to $5.7 billion, a 54% year-over-year increase. He noted strong demand for AI platforms and the transition from Hopper to Blackwell