Recent Insider Transactions • Jul 14
Chairman & CEO recently sold €9.5m worth of stock On the 10th of July, Charles Giancarlo sold around 136k shares on-market at roughly €70.30 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €15m. This was Charles' only on-market trade for the last 12 months. 공고 • Jul 09
Super Micro Computer Launches Kubernetes Edge AI Appliances In Collaboration With Red Hat And Everpure Super Micro Computer, Inc. announced the launch of Kubernetes Edge AI appliances in collaboration with Red Hat and Everpure. Supermicro has validated a full-stack edge Kubernetes solution, powered by the industry's leading Kubernetes-driven hybrid cloud application platform, Red Hat OpenShift, and the first Kubernetes data management platform tailored for AI workloads from Portworx by Everpure. This turnkey appliance, complete with preloaded software and hardware, is made available to customers through Supermicro. By combining Red Hat OpenShift with Supermicro's edge computing infrastructure and the Portworx by Everpure data management platform for AI workloads, organizations can more easily deploy, manage, scale, and secure AI applications across distributed edge environments. Portworx by Everpure provides the Kubernetes-native storage and data management layer for Supermicro's Edge AI Appliances. This enables enterprises to run AI inference, containers, and virtual machines at edge locations with the same enterprise-grade data services available in their core data centers. Unlike array-based storage solutions that require dedicated hardware at each site, Portworx offers software-defined, aggregated local storage on Supermicro's compact edge servers into a resilient, self-healing data platform that operates autonomously, even during network outages. The result is enterprise-grade high availability and data protection at every edge location, with consistent storage policies and a unified operational experience that extends seamlessly from edge to core to cloud. Supermicro is a leader in computing edge infrastructure, with one of the largest, most energy efficient, and most diverse portfolios of edge servers and devices, in a full range of form factors. This enables Supermicro to develop tailored solutions for each customer use case, with optimized initial acquisition cost, and total-cost-of-ownership (TCO). Supermicro DCBBS delivers complete, modular AI infrastructure built from validated components and subsystems, enabling flexible deployment from individual servers and networking to full rack-scale and data center-level solutions, including software and services. Supermicro continues to lead the industry with its comprehensive portfolio of AI infrastructure solutions, enabling organizations worldwide to deploy scalable, efficient, and environmentally responsible AI data centers. Reported Earnings • Jun 09
First quarter 2027 earnings released: EPS: US$0.073 (vs US$0.043 loss in 1Q 2026) First quarter 2027 results: EPS: US$0.073 (up from US$0.043 loss in 1Q 2026). Revenue: US$1.05b (up 35% from 1Q 2026). Net income: US$24.1m (up US$38.1m from 1Q 2026). Profit margin: 2.3% (up from net loss in 1Q 2026). The move to profitability was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Tech industry in Europe. Board Change • Jun 09
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director John Murphy was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.