Supermicro says first-quarter revenue will blow past its forecast, estimating up to $19.5 billion

Super Micro Computer said its fiscal first-quarter revenue came in far above its own forecast, driven by demand for artificial intelligence platforms.

The server maker estimated revenue for the quarter ended Sept. 30 at $18.5 billion to $19.5 billion, versus guidance of $14.5 billion to $15.5 billion, according to a preliminary business update it filed with an 8-K on Tuesday. The midpoint of the new range is $4 billion above the midpoint of its prior forecast.

The company attributed the increase primarily to "increased demand for AI platforms."

Margins improve too

Supermicro also estimated gross margin of 12.0% to 12.5% for the quarter, compared with guidance of 10.4% to 10.8%. It said the improvement was primarily due to customer and product mix.

Still preliminary

The figures are unaudited estimates based on management's preliminary results and could change as the company completes its financial closing procedures, the filing says. Supermicro said its independent auditor has not audited, reviewed or performed any procedures on the preliminary revenue and gross margin numbers, and actual results may differ materially.

The company did not provide earnings per share, operating income or cash flow estimates in the update.

What's next

Supermicro will report full first-quarter results for fiscal 2027 on a conference call scheduled for Nov. 3 at 5 p.m. Eastern time.

By the numbers

• Estimated Q1 revenue: $18.5 billion to $19.5 billion
• Prior revenue guidance: $14.5 billion to $15.5 billion
• Estimated gross margin: 12.0% to 12.5%
• Prior gross margin guidance: 10.4% to 10.8%
• Earnings call: Nov. 3

Sources

1. Super Micro Computer, Inc., Form 8-K (Item 2.02) with Exhibit 99.1 preliminary business update, filed Oct. 20, 2026, accession 0001375365-26-000025

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