SM
SMCI
Quarter ended Dec 31, 2025 · FY2026 Q2

Super Micro Computer (SMCI) Revenue — Quarter Ended Dec 31, 2025

Revenue increased sharply compared with both the prior quarter and the same quarter last year. The sequential gain reversed a decline in the preceding period, while the year-over-year growth accelerated markedly.

Key takeaway

Quarter ended Dec 31, 2025 · FY2026 Q2

Revenue increased sharply compared with both the prior quarter and the same quarter last year. The sequential gain reversed a decline in the preceding period, while the year-over-year growth accelerated markedly.

Financial snapshot

Reported revenue, sequential change, year-over-year change, and trailing four-quarter revenue.

Quarter revenue

$12.7B

Revenue reported for this quarter.

Quarter-over-quarter

+152.8%

Change from the immediately preceding quarter.

Year-over-year

+123.4%

Change from the comparable year-ago quarter.

Trailing four quarters

$28.1B

Sum of the latest four reported quarters.

Quarterly revenue trend

The latest four reported quarters with year-over-year comparisons.

Period endedRevenueYear-over-year change
Mar 31, 2025$4.6B+19.5%
Jun 30, 2025$5.8B+7.5%
Sep 30, 2025$5B-15.5%
Dec 31, 2025$12.7B+123.4%

Revenue performance

The reported revenue rose from the immediately preceding quarter, marking a strong rebound after a prior sequential decline. Compared with the same quarter one year earlier, revenue also posted a substantial increase.

Quarterly comparison

Sequentially, revenue moved higher after a decrease in the prior quarter. On a year-over-year basis, the growth rate was higher than the sequential change, indicating a stronger annual comparison.

What to watch

The filing notes higher inventory levels to support future revenue growth, which may affect working capital and liquidity.