<span item_type="fundamental" item_id="a49cbcc0a6e57b0c142b803aa5648972" counter_id="ST/US/SMCI" env="prod"></span><span item_type="announcement" item_id="574704257008207361" env="prod"></span><p>Revenue: As of FY2026 Q1, the actual value is USD 5 B, missing the estimate of USD 6.483 B.</p><p></p><h3>Financial Metrics by Segment</h3><h4>Segment Revenue</h4><ul><li>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.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1375365/000162828025045989/fq12026businessupdatev9ms.htm"></span></li></ul><h4>Operational Metrics</h4><ul><li>Recent design wins in excess of $12 billion, requesting delivery in Q2’26.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1375365/000162828025045989/fq12026businessupdatev9ms.htm"></span></li></ul><h4>Outlook / Guidance</h4><ul><li>Supermicro reiterates revenue of at least $33 billion for FY 2026 with the expectation of delivering more.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1375365/000162828025045989/fq12026businessupdatev9ms.htm"></span></li><li>The company sees customer demand accelerating and is gaining AI share.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1375365/000162828025045989/fq12026businessupdatev9ms.htm"></span></li></ul><h3>Cautionary Statement</h3><ul><li>The estimated revenue for the quarter ended September 30, 2025, is preliminary and may be subject to change.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1375365/000162828025045989/fq12026businessupdatev9ms.htm"></span></li><li>Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those anticipated.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1375365/000162828025045989/fq12026businessupdatev9ms.htm"></span></li></ul>

SMCI

- Super Micro Computer, Inc. reported Q1 2026 revenue of $5 billion, falling short of the market expectation of $6.483 billion.  
- The company anticipates a decline in revenue guidance from $6 billion to $7 billion due to design upgrades delaying some expected Q1 revenue to Q2.  
- Despite this, Super Micro expects significant growth in customer demand and aims for at least $33 billion in revenue for FY 2026, with over $12 billion in design wins scheduled for delivery in Q2.

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