Super Micro Computer, Inc. (SMCI) Form 8-K — Oct 20, 2026
Supermicro issued a preliminary business update for its first fiscal quarter of 2027 (ended September 30, 2026), estimating revenue of $18.5 billion to $19.5 billion versus prior guidance of $14.5 billion to $15.5 billion. The upside is primarily attributed to increased demand for AI platforms. Gross margin is estimated at 12.0% to 12.5%, also above the guided range of 10.4% to 10.8%, driven by favorable customer and product mix. Full Q1 FY27 results will be reviewed on the company's earnings call scheduled for November 3, 2026 at 5:00 p.m.
Key figures
- Revenue
- $18.5 billion to $19.5 billion (preliminary Q1 FY27)
- Guidance
- Q1 FY27 revenue guidance was $14.5-15.5 billion; gross margin guidance was 10.4-10.8%, now estimated at 12.0-12.5%. Earnings call scheduled November 3, 2026 at 5pm EST.
- Revenue guidance
- $14.5-$15.5 billion
- Gross margin guidance
- 10.4%-10.8%
- Gross margin preliminary
- 12.0%-12.5%
- Upside vs guidance midpoint
- ~27%
AI analysis
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