Earnings history

last 4 reports each · paired by recencyMethod

SMCI

3 of 4at or beyond implied

Reportimpliedrealized× implied

Nov 4 '26±12.3%−5.70%×0.46

Aug 12 '26±12.8%+19.02%×1.48

May 6 '26±12.4%+24.54%×1.98

Feb 4 '26±11.4%+13.78%×1.21

CRWV1 of 4 reports

1 of 1at or beyond implied

Reportimpliedrealized× implied

Aug 12 '26±11.6%+19.28%×1.66

= impliedSMCI realized, solidCRWV realized, hatchedOne scale, both sides: full bar = 25%× = |realized| ÷ impliedSource: market data

SMCI compared with CRWV: revenue, margins and what each company keeps, and the suppliers and customers both name