超微电脑 2025年季度报告

Form10-Q__________________________________________________________________________ ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF 1934 For the quarterly period endedSeptember 30, 2025or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period fromtoCommission File Number001-33383__________________________________________________________________________ Super Micro Computer, Inc.(Exact name of registrant as specified in its charter)_________________________________________________________________________ 980 Rock AvenueSan Jose,CA95131(Address of principal executive offices, including zip code)(408)503-8000(Registrant’s telephone number, including area code)__________________________________________________________________________ Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d)of the Securities Exchange Actof 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has been subjectto such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required tosubmit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule12b-2 of the Exchange Act. Acceleratedfiler☐Smallerreportingcompany☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).Yes☐No☒ As ofOctober 31, 2025, there were596,971,133shares of the registrant’s common stock, $0.001 par value, outstanding, which is the only classof common stock of the registrant issued. SUPER MICRO COMPUTER, INC.QUARTERLY REPORT ON FORM 10-QFOR THE THREE MONTHS ENDED SEPTEMBER 30, 2025 TABLE OF CONTENTS ITEM1.Financial Statements (Unaudited)Condensed Consolidated Balance Sheets as ofSeptember 30, 2025 and June 30, 2025Condensed Consolidated Statements of Operations for the ThreeMonths EndedSeptember 30, 2025 and 2024Condensed Consolidated Statements of Comprehensive Income for the ThreeMonths EndedSeptember 30, 2025 and2024Condensed Consolidated Statements of Stockholders' Equity for the ThreeMonths EndedSeptember 30, 2025 and2024Condensed Consolidated Statements of Cash Flows for theThreeMonths EndedSeptember 30, 2025 and 2024Notes to Condensed Consolidated Financial StatementsITEM2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsITEM3.Quantitative and Qualitative Disclosures About Market RiskITEM4.Controls and Procedures PART IIOTHER INFORMATIONITEM1.Legal ProceedingsITEM1A.Risk FactorsITEM2.Unregistered Sales of Equity Securities and Use of ProceedsITEM3.Defaults Upon Senior SecuritiesITEM4.Mine Safety DisclosuresITEM5.Other InformationITEM 6.ExhibitsSignatures Unless the context requires otherwise, the words “Super Micro,” “Supermicro,” “we,” “Company,” “us” and “our” in this documentrefer to Super Micro Computer, Inc. and where appropriate, our wholly owned subsidiaries. Supermicro, the Company logo and our otherregistered or common law trademarks, service marks, or trade names appearing in this Quarterly Report on Form 10-Q (this “QuarterlyReport”), are the property of Super Micro Computer, Inc. or its affiliates. Other trademarks, service marks, or trade names appearing in thisQuarterly Report are the property of their respective owners. The information contained on our website, or available by hyperlink from our website, is not incorporated into this Quarterly Reportor other documents we file with, or furnish to, the Securities and Exchange Commission (the “SEC”). We intend to use our website and socialmedia posts as a means of disclosing material non-public information and for complying with our disclosure obligations under Regulation FD.Such disclosures will be included in the "Investor Relations" section of our website. Accordingly, investors should monitor that section of ourwebsite, in addition to following our social media posts, press releases, investor presentations, SEC filings and public conference calls andwebcasts. SPECIAL NOTE REGARDING FORWARD-LO