Super Micro Computer Inc at Goldman Sachs Communacopia + Technology Conference Transcript
Welcome to the Super Micro fireside chat at the Goldman Sachs Communacopia and Technology Conference. I have the privilege of having Mike Staiger, SVP of Corporate Development of Super Micro. My name is Kat Murphy, and I cover SMCI and IT hardware here at Goldman Sachs. We have about 35 minutes for today's presentation inclusive of Q&A at the end.
So to start, Mike, thank you very much for being here. I appreciate the opportunity to get to talk to you in front of the audience.
Questions & Answers
Let's start on the raised fiscal '27 guide? Really impressive to see on the earnings print last quarter, expectations were $65 billion to $72 billion in revenue, which implies another year of substantial growth on top of revenue nearly doubling or more than doubling in the last year. Can you talk about the major building blocks that are supporting that outlook as we look forward to next year?
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