Super Micro Computer, Inc. (SMCI) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST
Company Participants
Michael Staiger – Senior Vice President of Corporate Development
Conference Call Participants
Timothy Long – Barclays Bank PLC, Research Division
Dong Wang – Barclays Bank PLC, Research Division
Presentation
Timothy Long
Barclays Bank PLC, Research Division
Hi, everybody. Thank you for joining. Tim Long here, Barclays IT hardware and comm equipment analyst. Happy to have Super Micro, Michael with us today. I appreciate the time. I know it’s a pretty busy one. You go through the safe harbor, you’re good.
Michael Staiger
Senior Vice President of Corporate Development
Oh, yes. I forgot about that. Please refer to our safe harbor statements on our website for — regarding forward-looking statements.
Timothy Long
Barclays Bank PLC, Research Division
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Michael Staiger
Senior Vice President of Corporate Development
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Question-and-Answer Session
Timothy Long
Barclays Bank PLC, Research Division
Okay. Great. All right. We’ve got some stuff to go through here. Maybe we’ll just hit on kind of the hot investor questions that we’re getting. Maybe let’s just recap. Obviously, last quarter, you had some pushouts and maybe just walk us through kind of what caused it and how you read into that as we look forward into future deployments?
Michael Staiger
Senior Vice President of Corporate Development
Yes. So from that perspective, I think if you look at what’s going on in the end markets, in the industry, there’s a lot of dynamicism happening and we had some configuration changes that delayed some shipments. Obviously, we’re — I would say, obviously, we’re through that. We talked about the December quarter at the time when $13 billion in orders for GB300, which is a pretty massive number, and we moved the needle on the guidance to from $33 billion to $36 billion. So visibility, demand all look really good. I think we’ve
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