8-K

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 4, 2015

SUPER MICRO COMPUTER, INC.

(Exact name of registrant specified in its charter)

Delaware	001-33383	77-0353939
(State or other jurisdiction of incorporation)	(Commission File Number)	(I.R.S. Employer Identification No.)

980 Rock Avenue, San Jose, California 95131

(Address of principal executive offices, including Zip Code)

Registrant’s telephone, including area code: (408) 503-8000

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Item 2.02 Results of Operations and Financial Condition.

On August 4, 2015, Super Micro Computer, Inc. issued a press release announcing its operating and financial results for the quarter and fiscal year ended June 30, 2015. A copy of the press release including consolidated financial statements for the quarter and fiscal year ended June 30, 2015 is being furnished as Exhibit 99.1. Exhibit 99.2 are the slides for Super Micro Computer Inc.’s fourth quarter earnings presentation on August 4, 2015. The information in this report is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), and is not to be incorporated by reference into any filing under the Securities Act of 1933 or the Exchange Act, regardless of any general incorporation language contained in such filing, unless otherwise expressly stated in such filing.

Item 9.01 Financial Statements and Exhibits

Exhibit Number	Description
99.1	Press Release of Super Micro Computer, Inc. dated August 4, 2015 announcing its operating and financial results for the fourth quarter and fiscal year ended June 30, 2015.
99.2	Slides for Super Micro Computer, Inc.’s fourth quarter earnings presentation on August 4, 2015.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	SUPER MICRO COMPUTER, INC.
Date: August 4, 2015	By:	/s/ Charles Liang
		President, Chief Executive Officer and Chairman of the Board (Principal Executive Officer)

Exhibit Index

Exhibit Number	Description
99.1	Press Release of Super Micro Computer, Inc. dated August 4, 2015 announcing its operating and financial results for the fourth quarter and fiscal year ended June 30, 2015.
99.2	Slides for Super Micro Computer, Inc.’s fourth quarter earnings presentation on August 4, 2015.

EX-99.1

Exhibit 99.1

Super Micro Computer, Inc. Announces 4th Quarter 2015 Financial Results

SAN JOSE, Calif., August 4, 2015 (BUSINESS WIRE) -- Super Micro Computer, Inc. (NASDAQ:SMCI), a global leader in high-performance, high-efficiency server, storage technology and green computing, today announced fourth quarter and full-year financial results for the fiscal year ended June 30, 2015.

Fiscal 4th Quarter Highlights

• Quarterly net sales of $573.6 million, up 21.7% from the third quarter of fiscal year 2015 and up 34.0% from the same quarter of last year.

• GAAP net income of $26.7 million, up 15.8% from the third quarter of fiscal year 2015 and up 61.4% from the same quarter of last year.

• GAAP gross margin of 15.6%, down from 16.3% in the third quarter of fiscal year 2015 and up from 15.5% in the same quarter of last year.

• Server solutions accounted for 61.7% of net sales compared with 64.1% in the third quarter of fiscal year 2015 and 55.2% in the same quarter of last year.

Net sales for the fourth quarter ended June 30, 2015 totaled $573.6 million, up 21.7% from $471.2 million in the third quarter of fiscal year 2015. No customer accounted for more than 10% of net sales during the quarter ended June 30, 2015.

GAAP net income for the fourth quarter of fiscal year 2015 was $26.7 million or $0.51 per diluted share, an increase of 61.4% from net income of $16.5 million, or $0.34 per diluted share in the same period a year ago. Included in net income for the quarter is $4.0 million of stock-based compensation expense (pre-tax). Excluding this item and the related tax effect, non-GAAP net income for the fourth quarter was $30.0 million, or $0.57 per diluted share, compared to non-GAAP net income of $19.4 million, or $0.40 per diluted share, in the same quarter of the prior year. On a sequential basis, non-GAAP net income increased from the third quarter of fiscal year 2015 by $5.1 million or $0.10 per diluted share.

GAAP gross margin for the fourth quarter was 15.6% compared to 15.5% in the same period a year ago. Non-GAAP gross margin for the fourth quarter was 15.7% compared to 15.6% in the same period a year ago. GAAP gross margin and Non-GAAP gross margin for the third quarter of fiscal year 2015 were both 16.3%.

The Company's cash and cash equivalents and short and long term investments at June 30, 2015 were $98.1 million compared to $99.6 million at June 30, 2014.Free cash flow for the year ended June 30, 2015 was $(79.7) million, primarily due to an increase in the Company's cash used by operating activities and the development and construction of improvements on the Company's property, which is completed in the beginning of August 2015.

Fiscal Year 2015 Summary

Net sales for the fiscal year ended June 30, 2015 were $1,991.2 million, up 35.7% from $1,467.2 million for the fiscal year ended June 30, 2014. GAAP net income for fiscal year 2015 increased to $101.9 million, or $2.03 per diluted share, an increase of 88.1% from $54.2 million, or $1.16 per diluted share, for fiscal year 2014. Excluding $9.7 million of stock based-compensation expense and related tax effect, non-GAAP net income for the fiscal year 2015 was $111.6 million or $2.15 per diluted share, an increase of 77.4% compared to $62.9 million or $1.34 per diluted share for fiscal year 2014.

Business Outlook & Management Commentary

The Company expects net sales of $520 million to $580 million for the first quarter of fiscal year 2016 ending September 30, 2015. The Company expects non-GAAP earnings per diluted share of approximately $0.49 to $0.59 for the first quarter.

“Supermicro delivered record revenues in the fourth quarter of 34% growth over last year and posting $1.99 billion for the full fiscal year 2015 which was 35.7% above last year. Revenue related to our storage solutions grew 79% year over year in the fourth quarter as storage has become a strategic growth segment with contributions from both traditional and next generation storage solutions. Our FatTwin solutions were also a key growth driver this quarter with over 100% growth year over year and sales of our new MicroBlade solutions grew strongly for a new product category,” said Charles Liang, Chairman and CEO. “Looking to 2016 we have never been stronger in terms of leading products like Ultra, GPU/Xeon Phi, Storage, MicroBlade, and our software and service offerings. In order to support our growth, we are in the process of completing a 30% capacity addition in our San Jose and Europe manufacturing operations. We believe that we are well positioned for continued growth and market share gains.”

It is currently expected that the outlook will not be updated until the Company’s next quarterly earnings announcement, notwithstanding subsequent developments. However, the Company may update the outlook or any portion thereof at any time. Such updates will take place only by way of a news release or other broadly disseminated disclosure available to all interested parties in accordance with Regulation FD.

Conference Call Information

Super Micro Computer will discuss these financial results in a conference call at 2:00 p.m. PT, today. To participate in the conference, please call 1-888-437-9445 (International callers dial 1-719-325-2281) 10 minutes prior. A recording

of the conference will be available until 11:59 pm (Eastern Time) Tuesday, August 18, 2015 by dialing 1-877-870-5176 (international callers dial 1-858-384-5517) and entering replay PIN 5322120. The live web cast and recording of the call will be available on the Investor Relations section at www.supermicro.com two hours after the conference conclusion. They will remain available until the Company's next earnings call.

Cautionary Statement Regarding Forward Looking Statements

Statements contained in this press release that are not historical fact may be forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Such forward-looking statements may relate, among other things, to our expected financial and operating results, our ability to build and grow Super Micro Computer, the benefits of our products and our ability to achieve our goals, plans and objectives. Such forward-looking statements do not constitute guarantees of future performance and are subject to a variety of risks and uncertainties that could cause our actual results to differ materially from those anticipated. These include, but are not limited to: our dependence on continued growth in the markets for X86, blade servers and embedded applications, increased competition, difficulties of predicting timing, introduction and customer acceptance of new products, poor product sales, difficulties in establishing and maintaining successful relationships with our distributors and vendors, shortages or price fluctuations in our supply chain, our ability to protect our intellectual property rights, our ability to control the rate of expansion domestically and internationally, difficulty managing rapid growth and general political, economic and market conditions and events. Additional factors that could cause actual results to differ materially from those projected or suggested in any forward-looking statements are contained in our filings with the Securities and Exchange Commission, including those factors discussed under the caption "Risk Factors" in such filings.

Use of Non-GAAP Financial Measures

Non-GAAP gross margin discussed in this press release excludes stock-based compensation expense. Non-GAAP net income and net income per share discussed in this press release exclude stock-based compensation expense and the related tax effect of the applicable items. Management presents non-GAAP financial measures because it considers them to be important supplemental measures of performance. Management uses the non-GAAP financial measures for planning purposes, including analysis of the Company's performance against prior periods, the preparation of operating budgets and to determine appropriate levels of operating and capital investments. Management also believes that the non-GAAP financial measures provide additional insight for analysts and investors in evaluating the Company's financial and operational performance. However, these non-GAAP financial measures have limitations as an analytical tool, and are not intended to be an alternative to financial measures prepared in accordance with GAAP. Pursuant to the requirements of SEC Regulation G, detailed reconciliations between the Company's GAAP and non-GAAP financial results is provided at the end of this press release. Investors are advised to carefully review and consider this information as well as the GAAP financial results that are disclosed in the Company's SEC filings.

About Super Micro Computer, Inc.

Supermicro® (NASDAQ: SMCI), a global leader in high-performance, high-efficiency server technology and innovation is a premier provider of end-to-end green computing solutions for Data Center, Cloud Computing, Enterprise IT, Hadoop/Big Data, HPC and Embedded Systems worldwide. Supermicro's advanced Server Building Block Solutions® offer a vast array of components for building energy-efficient, application-optimized, computing solutions. Architecture innovations include Twin, FatTwin™, MicroCloud, MicroBlade, SuperBlade®, Double-sided Storage®, Battery Backup Power (BBP®) modules and WIO/UIO. Products include servers, blades, GPU systems, workstations, motherboards, chassis, power supplies, storage, networking, server management software and SuperRack® cabinets/accessories delivering unrivaled performance and value.

Founded in 1993 and headquartered in San Jose, California, Supermicro is committed to protecting the environment through its "We Keep IT Green®" initiative. The Company has global logistics and operations centers in Silicon Valley (USA), the Netherlands (Europe) and its Science & Technology Park in Taiwan (Asia).

Supermicro, FatTwin, UltraTwin, TwinPro, SuperBlade, Double-Sided Storage, BBP, SuperRack, Building Block Solutions and We Keep IT Green are trademarks and/or registered trademarks of Super Micro Computer, Inc. All other brands, names and trademarks are the property of their respective owners.

SUPER MICRO COMPUTER, INC.
CONDENSED CONSOLIDATED BALANCE SHEETS
(In thousands)
(Unaudited)
			June 30,			June 30,
			2015			2014
ASSETS
Current assets:
	Cash and cash equivalents		$	95,442		$	96,872
	Accounts receivable, net		322,594			212,738
	Inventory		463,493			315,837
	Deferred income taxes – current		17,863			16,842
	Prepaid income taxes		7,507			5,555
	Prepaid expenses and other current assets		7,516			6,237
		Total current assets	914,415			654,081
Long-term investments			2,633			2,647
Property, plant and equipment, net			163,038			130,589
Deferred income taxes – noncurrent			4,497			6,154
Other assets			5,226			2,854
		Total assets	$	1,089,809		$	796,325
LIABILITIES AND STOCKHOLDERS' EQUITY
Current liabilities:
	Accounts payable		$	299,774		$	219,354
	Accrued liabilities		46,743			37,564
	Income taxes payable		14,111			11,414
	Short-term debt and current portion of long-term debt		93,479			42,554
		Total current liabilities	454,107			310,886
Long term debt-net of current portion			933			3,733
Other long-term liabilities			15,684			12,475
		Total liabilities	470,724			327,094
Stockholders' equity:
	Common stock and additional paid-in capital		247,081			199,062
	Treasury stock (at cost)		(2,030		)	(2,030		)
	Accumulated other comprehensive loss		(80		)	(63		)
	Retained earnings		373,950			272,087
		Total Super Micro Computer Inc. stockholders' equity	618,921			469,056
	Noncontrolling interest		164			175
		Total stockholders' equity	619,085			469,231
		Total liabilities and stockholders' equity	$	1,089,809		$	796,325

SUPER MICRO COMPUTER, INC.
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(In thousands, except per share amounts)
(Unaudited)
	Three Months Ended June 30,						Fiscal Year Ended June 30,
	2015			2014			2015			2014
Net sales	$	573,594		$	428,069		$	1,991,155		$	1,467,202
Cost of sales	483,828			361,672			1,670,924			1,241,657
Gross profit	89,766			66,397			320,231			225,545
Operating expenses:
Research and development	27,741			23,023			100,257			84,257
Sales and marketing	14,195			10,755			48,851			38,012
General and administrative	7,043			6,079			24,377			23,017
Total operating expenses	48,979			39,857			173,485			145,286
Income from operations	40,787			26,540			146,746			80,259
Interest and other income, net	23			19			115			92
Interest expense	(309		)	(222		)	(965		)	(757		)
Income before income tax provision	40,501			26,337			145,896			79,594
Income tax provision	13,799			9,788			44,033			25,437
Net income	$	26,702		$	16,549		$	101,863		$	54,157
Net income per common share:
Basic	$	0.56		$	0.37		$	2.19		$	1.24
Diluted	$	0.51		$	0.34		$	2.03		$	1.16
Weighted-average shares used in calculation of net income per common share:
Basic (a)	47,327			45,017			46,434			43,599
Diluted (b)	51,990			48,317			50,094			46,512
Stock-based compensation is included in the following cost and expense categories by period (in thousands):
	Three Months Ended June 30,						Fiscal Year Ended June 30,
	2015			2014			2015			2014
Cost of sales	$	250		$	215		$	901		$	941
Research and development	2,495			1,790			8,643			6,783
Sales and marketing	405			335			1,553			1,260
General and administrative	822			539			2,602			2,078

SUPER MICRO COMPUTER, INC
CONDENSED CONSOLIDATED CASH FLOW STATEMENTS
(In thousands)
(Unaudited)
	Fiscal Year Ended June 30,
	2015			2014
OPERATING ACTIVITIES:
Net income	$	101,863		$	54,157
Reconciliation of net income to net cash provided by (used in) operating activities:
Depreciation and amortization	8,133			6,364
Stock-based compensation expense	13,699			11,062
Excess tax benefits from stock-based compensation	(8,089		)	(2,992		)
Allowance for doubtful accounts	326			1,476
Provision for inventory	5,928			2,254
Exchange gain	(675		)	(96		)
Deferred income taxes, net	632			65
Changes in operating assets and liabilities:
Accounts receivable, net	(110,182		)	(64,874		)
Inventory	(153,584		)	(63,921		)
Prepaid expenses and other assets	(2,741		)	618
Accounts payable	75,520			46,298
Income taxes payable, net	11,951			10,880
Accrued liabilities	9,551			3,293
Other long-term liabilities	3,032			1,954
Net cash provided by (used in) operating activities	(44,636		)	6,538
INVESTING ACTIVITIES:
Purchases of property, plant and equipment	(35,100		)	(40,567		)
Investment in a privately held company	(661		)	—
Restricted cash	(416		)	406
Net cash used in investing activities	(36,177		)	(40,161		)
FINANCING ACTIVITIES:
Proceeds from debt	84,900			17,354
Repayment of debt	(36,000		)	(6,320		)
Proceeds from exercise of stock options	23,338			23,928
Excess tax benefits from stock-based compensation	8,089			2,992
Payment of obligations under capital leases	(134		)	(47		)
Advances (payments) under receivable financing arrangements	33			(4		)
Minimum tax withholding paid on behalf of employees for restricted stock awards	(175		)	(681		)
Net cash provided by financing activities	80,051			37,222
Effect of exchange rate fluctuations on cash	(668		)	235
Net increase (decrease) in cash and cash equivalents	(1,430		)	3,834
Cash and cash equivalents at beginning of period	96,872			93,038
Cash and cash equivalents at end of period	95,442			96,872
Supplemental disclosure of cash flow information:
Cash paid for interest	933			757
Cash paid for taxes, net of refunds	30,671			13,096
Non-cash investing and financing activities:
Equipment purchased under capital leases	442			283
Accrued costs for property, plant and equipment purchases	6,826			2,021

SUPER MICRO COMPUTER, INC
RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES
(In thousands, except per share amounts)
(Unaudited)
		Three Months Ended June 30,						Fiscal Year Ended June 30,
		2015			2014			2015			2014
GAAP GROSS PROFIT		$	89,766		$	66,397		$	320,231		$	225,545
	Add back stock-based compensation (c)	250			215			901			941
Non-GAAP GROSS PROFIT		$	90,016		$	66,612		$	321,132		$	226,486
GAAP GROSS MARGIN		15.6		%	15.5		%	16.1		%	15.4		%
	Add back stock-based compensation (c)	0.1		%	0.1		%	0.0		%	0.0		%
Non-GAAP GROSS MARGIN		15.7		%	15.6		%	16.1		%	15.4		%
GAAP INCOME FROM OPERATIONS		$	40,787		$	26,540		$	146,746		$	80,259
	Add back stock-based compensation (c)	3,972			2,879			13,699			11,062
Non-GAAP INCOME FROM OPERATIONS		$	44,759		$	29,419		$	160,445		$	91,321
GAAP NET INCOME		$	26,702		$	16,549		$	101,863		$	54,157
	Add back stock-based compensation (c)	3,972			2,879			13,699			11,062
	Add back adjustments to tax provision (d)	(681		)	(31		)	(3,955		)	(2,303		)
Non-GAAP NET INCOME		$	29,993		$	19,397		$	111,607		$	62,916
GAAP NET INCOME PER COMMON SHARE – BASIC (a)		$	0.56		$	0.37		$	2.19		$	1.24
	Add back stock-based compensation and adjustments to tax provision (c) (d)	0.07			0.06			0.21			0.20
Non-GAAP NET INCOME PER COMMON SHARE – BASIC (e)		$	0.63		$	0.43		$	2.40		$	1.44
GAAP NET INCOME PER COMMON SHARE – DILUTED (b)		$	0.51		$	0.34		$	2.03		$	1.16
	Add back stock-based compensation and adjustments to tax provision (c) (d)	0.06			0.06			0.12			0.18
Non-GAAP NET INCOME PER COMMON SHARE – DILUTED (f)		$	0.57		$	0.40		$	2.15		$	1.34
WEIGHTED-AVERAGE SHARES USED IN COMPUTING NET INCOME PER COMMON SHARE
	BASIC –GAAP (g)	47,327			45,017			46,434			43,599
	BASIC - Non-GAAP (h)	47,327			45,018			46,434			43,628
	DILUTED – GAAP (g)	51,990			48,317			50,094			46,512
	DILUTED - Non-GAAP (h)	52,609			48,977			51,930			47,075

(a) Approximately $311 and $36,000 of undistributed earnings allocated to participating securities were not included in the determination of GAAP basic net income per common share for the three months and fiscal year ended June 30, 2014, respectively.

(b) Approximately $290 and $34,000 of undistributed earnings allocated to participating securities were not included in the determination of GAAP diluted net income per common share for the three months and fiscal year ended June 30, 2014, respectively,.

(c) Amortization of ASC Topic 718 stock-based compensation for the three months and fiscal year ended June 30, 2015 and 2014.

(d) The provision of income taxes used in arriving at the non-GAAP net income was computed using an income tax rate of 32.6% and 30.1% for the three months and fiscal year ended June 30, 2015, respectively, and 33.6% and 30.6% for the three months and fiscal year ended June 30, 2014, respectively.

(e) Approximately $365 and $42,000 of undistributed earnings allocated to participating securities were included in the determination of Non-GAAP basic net income per common share for the three months and fiscal year ended June 30, 2014, respectively.

(f) Approximately $335 and $39,000 of undistributed earnings allocated to participating securities were included in the determination of Non-GAAP diluted net income per common share for the three months and fiscal year ended June 30, 2014, respectively.

(g) 846 and 29,326 shares of unvested restricted stock awards were not included in the determination of GAAP basic and diluted net income per common share for the three months and fiscal year ended June 30, 2014, respectively.

(h) 846 and 29,326 shares of unvested restricted stock awards were included in the determination of Non-GAAP basic and diluted net income per common share for the three months and fiscal year ended June 30, 2014, respectively.

SOURCE: Super Micro Computer, Inc.

Super Micro Computer, Inc.

Howard Hideshima, 408-503-8000

SVP, Chief Financial Officer

ir@supermicro.com

or

Perry G. Hayes

SVP, Investor Relations

ir@supermicro.com

SMCI-F

EX-99.2

© Supermicro 2014 Fourth Quarter Fiscal 2015 Earnings Conference Presentation August 4, 2015 Exhibit 99.2

2 Safe Harbor Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements may relate, among other things, to our expected financial and operating results, our ability to build and grow Supermicro, the benefit of our products and our ability to achieve our goals, plans and objectives. Such forward-looking statements do not constitute guarantees of future performance and are subject to a variety of risks and uncertainties that could cause our actual results to differ materially from those anticipated. These include, but are not limited to: our dependence on continued growth in the markets for X86 based servers, blade servers and embedded applications, increased competition, difficulties of predicting timing of new product introductions, customer acceptance of new products, poor product sales, difficulties in establishing and maintaining successful relationships with our distributors and vendors, shortages or price fluctuations in our supply chain, our ability to protect our intellectual property rights, our ability to control the rate of expansion domestically and internationally, difficulty managing rapid growth and general political, economic and market conditions and events. For a further list and description of risks and uncertainties, see the reports filed by Supermicro with the Securities and Exchange Commission. Supermicro disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Supplemental information, condensed balance sheets and statements of operations follow. All monetary amounts are stated in U.S. dollars.

3 Non-GAAP Financial Measures Non-GAAP gross margin in this presentation excludes stock-based compensation expense. Non- GAAP net income and net income per share in this presentation exclude stock-based compensation expense and the related tax effect of the applicable items. Management presents non-GAAP financial measures because it considers them to be important supplemental measures of performance. Management uses the non-GAAP financial measures for planning purposes, including analysis of the Company's performance against prior periods, the preparation of operating budgets and to determine appropriate levels of operating and capital investments. Management also believes that the non-GAAP financial measures provide additional insight for analysts and investors in evaluating the Company's financial and operational performance. However, these non-GAAP financial measures have limitations as an analytical tool, and are not intended to be an alternative to financial measures prepared in accordance with GAAP. Pursuant to the requirements of SEC Regulation G, detailed reconciliations between the Company's GAAP and non-GAAP financial results is provided at the end of the press release that was issued announcing the Company’s operating and financial results for the quarter ended June 30, 2015. In addition, a reconciliation from GAAP to non-GAAP results is contained in the financial summary attached to today’s presentation and is available in the Investor Relations section of our website at www.supermicro.com in the Events and Presentations section. Investors are advised to carefully review and consider this information as well as the GAAP financial results that are disclosed in the Company's SEC filings.

4 Q4’FY2015 Non-GAAP Financial Highlights (in millions, except per share data)

5 Summary of Results  Revenues were 34% higher year over year  OEM and Direct business was 49.8% of total revenues and Internet Data Center was 15.5% of total revenues  System business was 61.7% of total revenues  Revenues by Geography:  US –62.2 %  Europe – 19%  Asia – 14.8%  Other – 4%  Storage continues strong momentum with 79% growth year over year.

 The Ultra 1U and 2U Haswell Product Lines  24 DIMM, 160W Xeon CPU, Flexible I/O, NVMe support…  One platform optimized for many applications  3 to 15% less power consumption than competition  The 2U TwinPro and FatTwin  Most optimized for Hyperconvengence Applications  HPC and Datacenter applications  Best price/performance ratio  847, 846, 836, 826, 226 Server Storage and JBOD  Highest storage density and performance  Very mature and reliable products with reputation  GPU/Xeon Phi Product lines  Highest computing density and power efficiency  Non-blocking, direct connect 4 GPUs in 1U  SuperBlade, MicroBlade and MicroCloud  Dense computing nodes, 0.05U/0.1U/0.2U per node  90% less cable, easy maintenance, and cost effectiveness  Management Software and Virtualization/Hyperconvergence World’s Best Server/Storage Product Lines NEW! NEW! 6

7 Revenue Trend Q4'14 Q1'15 Q2'15 Q3'15 Q4'15 $428 $443 $503 $471 $574 $'s millions Supermicro Revenue Trend

8 Revenue Analysis Q4'14 Q1'15 Q2'15 Q3'15 Q4'15 $192 $188 $201 $169 $220 $236 $255 $302 $302 $354 $'s millions Supermicro Subsystems/System Revenue Subsystems Systems

9 Non-GAAP Gross Margins 14.8% 15.0% 15.2% 15.4% 15.6% 15.8% 16.0% 16.2% 16.4% 16.6% 16.8% 17.0% Q4'14 Q1'15 Q2'15 Q3'15 Q4'15 15.6% 15.7% 16.8% 16.3% 15.7%

10 Non-GAAP Operating Margin 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% 7.0% 8.0% 9.0% 10.0% Q4'14 Q1'15 Q2'15 Q3'15 Q4'15 6.9% 7.8% 9.1% 7.4% 7.8%

11 Summary P&L non-GAAP (in millions, except per share data)

12 Q4 FY2015 YTD Summary Statement of Cash Flows ($’s millions)

Q4 FY2015 Summary of Balance Sheet Metrics ($’s millions) 13

14 Supplemental Financials Fourth Quarter Fiscal 2015 Ended June 30, 2015

15 Prior Period Net Income Comparisons (in millions, except per share data) * Note: Non-GAAP, please see Non-GAAP financial measures on page 3.

16 Non-GAAP Financial Summary (in millions, except per share data)

17 Quarterly Net Income (Loss) GAAP to Non-GAAP Reconciliation (in millions, except per share data) * Note: Non-GAAP, please see Non-GAAP financial measures on page 3.