Super Micro Computer | 8-K: FY2026 Q1 Revenue Misses Estimate at USD 5 B

LB filings
2025.10.23 13:09
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Revenue: As of FY2026 Q1, the actual value is USD 5 B, missing the estimate of USD 6.483 B.

Financial Metrics by Segment

Segment Revenue

  • Estimated revenue for Q1’26: $5 billion, which is lower than the guidance of $6 billion to $7 billion due to design win upgrades pushing some expected revenue to Q2’26.

Operational Metrics

  • Recent design wins in excess of $12 billion, requesting delivery in Q2’26.

Outlook / Guidance

  • Supermicro reiterates revenue of at least $33 billion for FY 2026 with the expectation of delivering more.
  • The company sees customer demand accelerating and is gaining AI share.

Cautionary Statement

  • The estimated revenue for the quarter ended September 30, 2025, is preliminary and may be subject to change.
  • Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those anticipated.
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