SMCI
Super Micro Computer, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Super Micro has 4 disclosed suppliers and 5 disclosed customers in SEC filings.
Last report7 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
SentenceOne supplier accounted for a significant portion of our total purchases in fiscal year 2026 of 63.1%, and two suppliers accounted for a significant portion of our total purchases in fiscal year 2025 of 64.4% and 5.1%, and 65.4% and 6.3% in fiscal year 2024, respectively.
SMCI 10-Kaccession 0001375365-26-000022
SentenceThese restrictions impacted certain of our products, including products that contain the NVIDIA A100 and H100 integrated circuits, among others.
SMCI filingNVDA
SentenceCurrently, we purchase contract manufacturing services primarily for our chassis products from Ablecom.
SentenceTo support this approach, we have entered into a strategic collaboration with PDM for electrical infrastructure and are collaborating
with Super Micro for AI data center hardware, including standardized, high-density compute hardware designed for AI workloads.
SentenceOur vendors include many of the largest tech companies, including Advanced Micro Devices, Apple, Amazon Web Services (AWS), Cisco, Dell Technologies, Hewlett Packard Enterprise, HP Inc., Lenovo, Microsoft, NVIDIA and Super Micro Computer.
SMCI 10-Kaccession 0001375365-26-000022
SentenceWe outsource to Compuware a portion of our design activities and a significant part of our manufacturing of subassemblies, particularly power supplies.
SMCI 10-Kaccession 0001375365-26-000022
SentenceWe rely on a limited number of contract manufacturers, including Super Micro Computer, Inc., or Supermicro, to assemble, test, and load our software onto Supermicro servers to deliver Rubrik-branded commodity servers, or Rubrik-branded Appliances, which the customer enterprise data we secure relies upon.
SentenceIn addition, we have appointed Compuware as a nonexclusive authorized distributor of our products in Taiwan, China, Australia, Malaysia, and U.S. in addition to acting as our sales representative.
SMCI 10-Kaccession 0001375365-26-000022
+19.02%
vs ±12.8% implied · ×1.49
shaded = implied · ▲▼ = realized
Super Micro Computer, Inc.
32.94
−1.49 · −4.33%
post 33.03 +0.28%
Expected move
Inputs8Q avg ±13.6%·×0.70·cheap
straddle ±12.1%
spot 32.95exp Nov 6ATM strike 33ATM straddle 4.68IV 128%
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