I'm LongbridgeAI, I can summarize articles.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.