Supermicro Provides Fourth Quarter of Fiscal Year 2026 Preliminary Business Update
Supermicro expects fourth quarter revenue to land near the low end of its $11.0 billion to $12.5 billion guidance range. Gross margins are projected to jump significantly to 15%-17%, well above the 8.2%-8.4% guidance, driven by a favorable customer and product mix.
Key figures
- Guidance
- Q4 FY26 revenue near low end of $11.0B-$12.5B; gross margin 15%-17% (vs guidance 8.2%-8.4%)
- Backlog
- record levels
- New orders q4
- $60 billion
- Gross margin estimate
- 15% to 17%
AI analysis
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