Super Micro Computer, Inc. will host its second quarter fiscal 2026 earnings conference call on Tuesday, February 3, 2026 at 5:00 p.m. ET / 2:00 p.m. PT. The live webcast can be accessed via the company’s investor relations site, with a replay available shortly after the call and remaining online for one year. Management is expected to discuss trends in AI server deployment, supply-chain dynamics and guidance for gross margin and operating expenses.

In fiscal 2025 Supermicro reported combined server and storage revenues of $21.31 billion, a 50.2% increase year-over-year, driven by robust demand for rack-scale AI systems and next-generation storage arrays. The company’s backlog surged to record levels, underpinning management’s $36 billion revenue outlook for fiscal 2026. Growth was particularly strong in liquid-cooled GPU server deployments, which now represent more than 30% of total server revenue.

Bank of America maintained an Underperform rating on Supermicro, highlighting that while AI server orders remain strong, tight component supply and logistics bottlenecks could continue to pressure gross margins. A recent downgrade to Hold by another firm cited persistent shipment delays, volatile quarterly operations and relatively low net margins compared with peers. Q2 guidance is viewed as supply-driven, reflecting carry-over orders from Q1 rather than an underlying acceleration in end-customer demand.

Supermicro’s deepening collaboration with Nvidia on the Blackwell architecture positions the company as a key integrator in major hyperscale and enterprise AI data centers. The partnership has enabled rapid qualification of full-rack AI solutions and expanded global manufacturing capacity across the U.S., Taiwan and the Netherlands. Management projects margin recovery in the medium term as scale efficiencies improve and higher-value liquid-cooling and rack-scale configurations grow within the total revenue mix.