SMCI Super Micro Computer, Inc.
Super Micro Computer, Inc. manufactures servers and other computer products. The firm's products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, networking, embedded, gaming, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack, and server management. The company was founded by Charles Liang, Yih-Shyan Liaw and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.
Company profile
Ticker
SMCI
Exchange
Website
CEO
Charles Liang
Employees
Incorporated in
Location
Fiscal year end
Industry (SEC)
Apple • Dell • Fitbit • Omnicell • Cray • Huami • CCUR • One Stop Systems • Socket Mobile • Sector 5 ...
SEC CIK
Corporate docs
IRS number
770353939
Calendar
7 Feb 20
21 Feb 20
30 Jun 20
News
Company financial data Financial data
| Quarter (USD) | Dec 19 | Sep 19 | Jun 19 | Mar 19 | |
|---|---|---|---|---|---|
| Revenue | 870.94M | 799.8M | 854.23M | 743.5M | |
| Net income | 23.71M | 26.35M | 23.71M | 10.65M | |
| Diluted EPS | 0.46 | 0.51 | 0.46 | 0.21 | |
| Net profit margin | 2.72% | 3.29% | 2.78% | 1.43% | |
| Operating income | 27.82M | 32.87M | 30.14M | 12.86M | |
| Net change in cash | 69.74M | -8.86M | 78.43M | 59.95M | |
| Cash on hand | 309.04M | 239.3M | 248.16M | 169.74M | |
| Cost of revenue | 732.54M | 668.88M | 722.2M | 631.17M |
| Annual (USD) | Jun 19 | Jun 18 | Jun 17 | Jun 16 | |
|---|---|---|---|---|---|
| Revenue | 3.5B | 3.36B | 2.48B | 2.23B | |
| Net income | 71.92M | 46.17M | 66.85M | 72.08M | |
| Diluted EPS | 1.39 | 0.89 | 1.29 | 1.39 | |
| Net profit margin | 2.05% | 1.37% | 2.69% | 3.24% | |
| Operating income | 97.23M | 94.71M | 94.88M | 107.49M | |
| Net change in cash | 132.79M | 4.77M | -68.21M | 85.9M | |
| Cash on hand | 248.16M | 115.38M | 110.61M | 178.82M | |
| Cost of revenue | 3B | 2.93B | 2.13B | 1.89B |
Financial data from company earnings reports
Institutional ownership Q3 2019
18.9% owned by funds/institutions
13F holders |
Current |
|---|---|
| Total holders | 11 |
| Opened positions | 0 |
| Closed positions | 3 |
| Increased positions | 3 |
| Reduced positions | 1 |
13F shares |
Current |
|---|---|
| Total value | 181.89M |
| Total shares | 9.47M |
| Total puts | 0 |
| Total calls | 0 |
| Total put/call ratio | – |
Largest owners |
Shares | Value |
|---|---|---|
| Disciplined Growth Investors | 4.99M | $95.77M |
| Oaktree Capital Management | 2.4M | $46.08M |
| Parametric Portfolio Associates | 784.13K | $15.06M |
| PZN Pzena Investment Management | 654.43K | $12.57M |
| Public Employees Retirement System Of Ohio | 294.51K | $5.66M |
| Herald Investment Management | 186K | $3.57M |
| Fairfield, Bush & Co. | 88.48K | $1.7M |
| Icon Advisers | 62.1K | $1.19M |
| Nisa Investment Advisors | 12K | $230K |
| Teachers Retirement System Of The State Of Kentucky | 2.88K | $55K |
Financial report summary
?Risks
- We have significant international sales and operations and face risks related to health epidemics, including the recent coronavirus outbreak, that could adversely impact the operations of our company, our manufacturers or our customers, as well as our sales and financial results.
Management Discussion
- The period-over-period decrease in net sales of our server and storage systems was primarily due to a decrease in average selling price per compute node by approximately 20%. The decline in average selling prices was primarily due to substantially lower costs for key components, specifically for memory and SSDs. The decrease in the average selling price was partially offset by an increase in the number of units of compute nodes shipped by approximately 10%, driven by a higher demand for our products from our datacenter customers.
- The period-over-period increase in net sales of our subsystems and accessories is primarily due to an increase in the volume of subsystems and accessories sold by approximately 31% due to increased demand from our indirect sales channel.
- The period-over-period decrease in net sales of our server and storage systems was primarily due to a decrease in average selling price per compute node by approximately 17%. The decline in average selling prices was primarily due to substantially lower costs for key components.
Content analysis
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| Negative | ||
| Uncertain | ||
| Constraining | ||
| Legalese | ||
| Litigous | ||
| Readability |
H.S. junior Avg
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New words:
accurately, Africa, Chinese, comparison, datacenter, disease, disruption, downturn, effort, experienced, face, halt, health, holiday, human, hyperscale, Israel, national, outbreak, population, procurement, relisted, remove, residual, resource, respiratory, saving, short, Simplifying, slightly, soft, spread, transparency, travel, unfavorable, widespread, Wuhan
Removed:
center, delinquent, delisted, excluding, failure, formally, hold, listing, meeting, obtained, OTC, softening, suspended, suspension, terminated, trading
Financial reports
10-Q
2020 Q2
Quarterly report
7 Feb 20
10-Q
2020 Q1
Quarterly report
20 Dec 19
10-K
2019 FY
Annual report
19 Dec 19
10-Q
2019 Q3
Quarterly report
19 Dec 19
10-Q
2019 Q2
Quarterly report
19 Dec 19
10-Q
2019 Q1
Quarterly report
19 Dec 19
10-K
2017 FY
Annual report
17 May 19
10-Q/A
2017 Q2
Quarterly report (amended)
17 May 19
10-Q/A
2017 Q1
Quarterly report (amended)
17 May 19
10-Q/A
2017 Q3
Quarterly report (amended)
17 May 19
Current reports
8-K
Supermicro Announces Second Quarter Fiscal 2020
6 Feb 20
8-K
Supermicro® Announces Approval to Relist on NASDAQ and Provides Business Update
9 Jan 20
8-K
Regulation FD Disclosure
20 Dec 19
8-K
Supermicro® Announces First Quarter Fiscal 2020 Preliminary
14 Nov 19
8-K
Departure of Directors or Certain Officers
7 Sep 19
8-K
Supermicro® Announces Fourth Quarter Fiscal 2019 Preliminary
15 Aug 19
8-K
Entry into a Material Definitive Agreement
2 Jul 19
8-K
Supermicro® Announces Third Quarter Fiscal 2019 Preliminary
17 May 19
8-K
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard
11 Mar 19
8-K
Departure of Directors or Certain Officers
27 Feb 19
Registration and prospectus
8-A12B
Registration of securities on exchange
9 Jan 20
S-8 POS
Registration of securities for employees (post-effective amendment)
20 Dec 19
25-NSE
Exchange delisting
12 Mar 19
S-8
Registration of securities for employees
22 Apr 16
S-8
Registration of securities for employees
27 Apr 07
424B4
Prospectus supplement with pricing info
29 Mar 07
8-A12B
Registration of securities on exchange
27 Mar 07
S-1/A
IPO registration (amended)
27 Mar 07
S-1/A
IPO registration (amended)
12 Mar 07
S-1/A
IPO registration (amended)
27 Feb 07
Proxies
DEF 14A
Definitive proxy
18 Jan 17
DEFA14A
Additional proxy soliciting materials
18 Jan 17
DEFA14A
Additional proxy soliciting materials
23 Feb 16
DEF 14A
Definitive proxy
12 Feb 16
DEF 14A
Definitive proxy
20 Jan 15
DEF 14A
Definitive proxy
14 Jan 14
DEF 14A
Definitive proxy
15 Jan 13
DEF 14A
Definitive proxy
13 Jan 12
DEF 14A
Definitive proxy
18 Jan 11
DEF 14A
Definitive proxy
12 Jan 10
Other
SD
Conflict minerals disclosure
31 May 19
SD
Conflict minerals disclosure
31 May 18
SD
Conflict minerals disclosure
31 May 17
SD
Conflict minerals disclosure
27 May 16
SD
Conflict minerals disclosure
20 May 15
SD
Conflict minerals disclosure
2 Jun 14
UPLOAD
Letter from SEC
10 Mar 14
CORRESP
Correspondence with SEC
14 Feb 14
UPLOAD
Letter from SEC
3 Feb 14
UPLOAD
Letter from SEC
2 Jun 09
Ownership
SC 13G/A
Super Micro Computer, Inc.
12 Feb 20
SC 13G
Super Micro Computer, Inc.
3 Jan 20
SC 13G/A
Super Micro Computer, Inc.
11 Feb 19
SC 13G/A
Super Micro Computer, Inc.
8 Feb 19
SC 13G/A
Super Micro Computer, Inc.
13 Nov 18
SC 13G/A
Super Micro Computer, Inc.
7 Sep 18
SC 13G/A
Super Micro Computer, Inc.
14 Feb 18
SC 13G/A
Super Micro Computer, Inc.
13 Feb 18
SC 13G/A
Super Micro Computer, Inc.
9 Feb 18
SC 13G/A
Super Micro Computer, Inc.
9 Feb 18
Patents
GRANT
Utility
Server structure
18 Feb 20
A server structure having a tray, a mother board, a computing device, a computing device, a plurality of slot connectors and an air shroud is provided.
GRANT
Utility
Server rack with ultra-long chassis
18 Feb 20
A structure includes a server rack, one pair of rails and one chassis.
GRANT
Utility
Method and system for powering multiple computer platforms in symmetric configuration
11 Feb 20
Techniques pertaining to powering multiple platforms with a minimum impact on air passage in a predefined environment are disclosed.
GRANT
Utility
Winds shroud and server using the same
4 Feb 20
A wind shroud and a server using the wind shroud is provided.
APP
Utility
Switch Circuit and Method of Operating the Same
16 Jan 20
A switch circuit includes a first conductive terminal configured to receive a first signal from a first pin of a connector, a second conductive terminal configured to receive a second signal from a second pin of the connector, a third conductive terminal electrically connected to a third pin of the connector, and a fourth conductive terminal electrically connected to a fourth pin of the connector.