Earnings ·
Super Micro raises Q1 FY2027 revenue guidance to $18.5B-$19.5B on AI demand
SMCIPSuper Micro Computer, Inc.
Super Micro Computer raised its preliminary revenue estimate for the first quarter of fiscal year 2027, ending September 30, 2026, to a range of $18.5 billion to $19.5 billion, significantly exceeding previous guidance of $14.5 billion to $15.5 billion. The company also increased its estimated gross margin range to 12.0%-12.5% from 10.4%-10.8%, citing a favorable customer and product mix. Management attributes the upward revision primarily to increased demand for AI platforms. Final results remain subject to audit.