Super Micro Computer (SMCI) FY2026 results: revenue $39.1 billion, up 77.8% on the year

Super Micro Computer is a Silicon Valley provider of information technology systems for workloads running from the enterprise and cloud to the edge. It builds rack-scale systems tuned for artificial intelligence and high-performance computing, alongside a portfolio of server and storage systems for enterprise data centres, cloud service providers and edge applications such as 5G telecoms, retail and embedded uses. Its financial year ends on 30 June. In fiscal 2026 it pushed further into full data centre infrastructure through Data Center Building Block Solutions, a modular offering assembled from validated components and sub-systems that runs from individual graphics processing units and networking switches up to complete racks, site infrastructure, management software and professional services.

How it builds

In-house design, control over many of the sub-systems inside its servers and storage, and a modular open architecture the company calls Server Building Block Solutions let it develop, build and test complete systems quickly, reusing common building blocks across product lines when a new technology arrives. It works closely with major microprocessor, graphics processor, memory, disk and flash and interconnect vendors and other suppliers so its own designs line up with their release schedules. Over 3,500 people work in research and development. Most systems are manufactured at the San Jose, California headquarters, and the filing states this is the only major server, storage and accelerated compute platform vendor that designs, develops and manufactures a large share of its systems in the United States. Assembly, test and quality control also run in Taiwan, the Netherlands and Malaysia, each site certified to ISO 9001, ISO 14001 or ISO 13485 standards, and United States capacity was expanded in fiscal 2026 with a new Silicon Valley business complex and a campus near the headquarters.

The product lines

Platforms come in rackmount, blade, multi-node and embedded form factors supporting single, dual and multiprocessor architectures. The range covers liquid and air cooled AI servers for training and inference with integrated graphics processors or PCIe architectures; the SuperBlade, MicroBlade, FlexTwin, GrandTwin and BigTwin blade and multi-node families, which share common computing resources to save space and power against standard rackmount servers; SuperStorage systems for high-density storage; the Hyper, CloudDC and WIO rackmount family, which can be delivered as entire clusters of racks in liquid-cooled or air-cooled form; embedded systems for 5G, internet of things and edge networks; and MicroCloud systems for space and power constrained sites. Alongside the complete systems it sells modular subsystems and accessories, including server boards, chassis and power supplies, most of them designed to work together and ultimately built into full systems.

Cooling, software and services

Power and cooling constraints in data centres push customers towards energy-efficient equipment, and the company supplies end-to-end liquid cooling across its designs, which in turn requires rack-scale integration of power and cooling infrastructure. Its remote management software suite covers Supermicro Server Manager, Power Management software, Update Manager, SuperCloud Composer, SuperCloud Director and SuperDoctor 5 for running large heterogeneous data centre estates, including liquid cooling. Rack level services take full rack and cluster deployments from design to installation for cloud and enterprise data centres under a single point of contact. Global Services sells on-site support plans varying in response time, coverage hours, duration, repair priority, spare parts and logistics, and warranties typically run one to three years with extension options, backed by help desk and round-the-clock phone support.

Selling

Sales run through a direct force focused on large cloud, enterprise and original equipment manufacturer customers, and through distributors, value-added resellers, system integrators and manufacturers who reach their own end customers, supported by a centralised command center that helps configure systems. International offices in the Netherlands, Taiwan and Malaysia support the global effort. Sales to customers outside the United States were 29.1% of net sales in fiscal 2026, 40.6% in fiscal 2025 and 32.0% in fiscal 2024, a mix the company attributes in part to concentrated deployment of large-scale AI data centre customers.

People

At 30 June 2026 the company employed over 7,000 people: approximately 3,500 in research and development, 2,100 in manufacturing, 800 in sales and marketing and 600 in general and administrative roles, with over 3,200 based at the San Jose headquarters. Employees are not represented by any collective bargaining organisation and the company has never had a work stoppage.

From Super Micro Computer's annual report on Form 10-K for the year ended 30 June 2026. The filing

Written from the 10-K filed 31 August 2026: read the full 10-K.