{"ticker":"SMCI","source_url":"https://www.sec.gov/Archives/edgar/data/1375365/000137536526000027/0001375365-26-000027-index.htm","company":"Super Micro Computer, Inc.","period":"Q1 FY2027","period_end":"2026-09-30","filing_type":"10-Q","filing_date":"2026-11-06","accession":"0001375365-26-000027","comparison_basis":"FREE SAMPLE: one change in full (item 1, as in the paid card, with the disclaimer moved to the card-level disclaimer field), the others as teasers with category, section and materiality, plus direction, a size bucket and magnitude_basis where the paid card's own figures give them. The paid card has every change in full, each with figures and a source line.","changes":[{"id":1,"category":"segment","summary":"In the three months ended 30 Sep 2026, net sales were $19,945.8 million vs $5,017.8 million a year earlier, up $14,928.0 million or 297.5% as stated in the 10-Q, primarily due to demand for AI platforms. Billing for Hyper Servers, GPU and Super Racks product lines increased by $12,534.8 million or 293.4% year over year, including liquid-cooled and air-cooled servers related primarily to GB200 and GB300 systems.","materiality":"high","citation":"Q1 FY2027 10-Q (acc. 0001375365-26-000027), MD&A highlights and Net Sales comparison (dollars in millions)","why_it_matters":"Almost all of the sales jump is in AI server product lines, so the result is concentrated in one demand cycle.","access":"full"},{"id":2,"access":"teaser","category":"margin","section":"10-Q","materiality":"high"},{"id":3,"access":"teaser","category":"earnings","section":"10-Q","materiality":"high"},{"id":4,"access":"teaser","category":"other","section":"10-Q","materiality":"high"},{"id":5,"access":"teaser","category":"other","section":"10-Q","materiality":"high"},{"id":6,"access":"teaser","category":"other","section":"10-Q","materiality":"high"}],"new_material_items_count":6,"high_materiality_count":6,"generated_at":"2026-11-12T11:34:03.880Z","access":"teaser","gated_fields":["changes[].summary","changes[].citation","changes[].why_it_matters"],"hidden":{"changes":5,"high_materiality":5},"buy_with":{"tool":"get_filing_delta","args":{"ticker":"SMCI"},"price_usd":0.05},"disclaimer":"Not investment advice."}