Super Micro Computer, Inc. (SMCI) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.16K Followers Follow Super Micro Computer, Inc. ( SMCI ) Goldman Sachs Communacopia + Technology Conference 2026 September 10, 2026 1:10 PM EDT Company Participants Michael Staiger - Senior Vice President of Corporate Development Conference Call Participants Katherine Murphy - Goldman Sachs Group, Inc., Research Division Presentation Katherine Murphy Goldman Sachs Group, Inc., Research Division Welcome to the Super Micro fireside chat at the Goldman Sachs Communacopia and Technology Conference. I have the privilege of having Mike Staiger, SVP of Corporate Development of Super Micro. My name is Kat Murphy, and I cover SMCI and IT hardware here at Goldman Sachs. We have about 35 minutes for today's presentation inclusive of Q&A at the end. Question-and-Answer Session Katherine Murphy Goldman Sachs Group, Inc., Research Division So to start, Mike, thank you very much for being here. I appreciate the opportunity to get to talk to you in front of the audience. Let's start on the raised fiscal '27 guide? Really impressive to see on the earnings print last quarter, expectations were $65 billion to $72 billion in revenue, which implies another year of substantial growth on top of revenue nearly doubling or more than doubling in the last year. Can you talk about the major building blocks that are supporting that outlook as we look forward to next year? Michael Staiger Senior Vice President of Corporate Development Yes. Great. Thanks for having us. It's good to see you and catch up. So I think it's not lost on anyone that demand is actually pretty excellent. I think a couple of years ago, we were $15 billion, and now we're on our way doing $15 billion per year, and now we're on our way to do $15 billion for 1 quarter and beyond. So the building blocks, obviously, the foundation here is that AI adoption is underway. We're