Super Micro Computer, Inc. (SMCI) Q2 2025 Earnings Call Transcript

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Super Micro Computer, Inc. (NASDAQ:SMCI) Q2 2025 Earnings Conference Call February 11, 2025 5:00 PM ET

Company Participants

Michael Staiger – VP, IR and Corporate Development
Charles Liang – Founder, President, CEO and Chairman
David Weigand – SVP and CFO

Conference Call Participants

Michael Ng – Goldman Sachs
Ananda Baruah – Loop Capital
Samik Chatterjee – JPMorgan
Ruplu Bhattachary – Bank of America
Nehal Chokshi – Northland
Jon Tanwanteng – CJS Securities
Quinn Bolton – Needham & Company
George Wang – Barclays
Aaron Rakers – Wells Fargo

Operator

Thank you for standing by. Founder, President and Chief Executive Officer, David Weigand, CFO, and Michael Staiger, Senior Vice President of Corporate Development. All lines have been placed on mute to prevent any background noise. After the speakers’ remarks, there will be a question-and-[Operator Instructions] Thank you.

Michael Staiger

Good afternoon and thank you for attending Supermicro’s Second Quarter Fiscal 2025 Business Update Conference Call for the second quarter, which ended December 31st, 2024. With me today are Charles Liang, Founder, Chairman and Chief Executive Officer, and David Weigand, Chief Financial Officer. At the end of today’s prepared remarks, we will have a Q&A session for sell-side analysts.

Additionally, the Company will not address any questions regarding the delay in the filing of the Company’s fiscal year 2024 10-K and 10-Qs due thereafter. During today’s conference call, Supermicro will address business and market trends from the second quarter of fiscal 2025, including our financial outlook and operations, our strategy, technology and its advantages, our current and new product offerings, and competitive industry and economic trends We will discuss estimated financial results, but reference to any financial results are preliminary and subject to change based on finalized results contained in future filings with the SEC.

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