--- title: "Super Micro Computer | 8-K: FY2026 Q1 Revenue Misses Estimate at USD 5 B" type: "news" locale: "en" url: "https://longbridge.com/en/news/262448582.md" published_at: "2025-10-23T13:09:57.000Z" --- # Super Micro Computer | 8-K: FY2026 Q1 Revenue Misses Estimate at USD 5 B 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. ### Related Stocks - [SMCI.US - Super Micro Computer](https://longbridge.com/en/quote/SMCI.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 超微电脑|10-Q:2026 财年 Q2 营收 127 亿美元超过预期 | | [Link](https://longbridge.com/en/news/275178351.md) | | 期权热点|上周五 SMCI 大涨 5%,部分看涨期权飙升 179% | 美东时间 01 月 02 日,超微电脑期权总成交 224680 张,看涨期权占比 67%,看跌期权占比 32%。 | [Link](https://longbridge.com/en/news/271460589.md) | | “AI 交易” 的关键变量:服务业敞口越高,AI 颠覆风险越大,“AI 基建” 最有利 | 大摩量化研究显示,“服务业敞口” 是 AI 投资的关键变量,与收益呈显著负相关。由于市场担忧 AI 颠覆,服务业敞口高达 53% 的 “AI 采用者” 表现垫底。相反,“AI 基础设施” 敞口仅 14%,受颠覆风险最小且受益于资本支出,在六 | [Link](https://longbridge.com/en/news/275977957.md) | | “SaaS 已死,SaaS 到来”!Altman 预言 “全 AI 企业” 时代开启 | OpenAI CEO 奥尔特曼预言 “全 AI 企业” 将开启,AI 将从辅助工具进化为完全自主的执行者。OpenAI 产品很快将实现 100% 由 AI 编写代码,涵盖开发与决策全流程,标志着传统 “软件即服务(SaaS)” 模式向 “服 | [Link](https://longbridge.com/en/news/275993856.md) | | 财报、指引皆超预期,“AI 应用热股” Applovin 股价依旧大跌 | 财报显示,AppLovin Q4 营收 16.6 亿美元(+66%)及 EBITDA 利润率(84%)均超预期,但因市场担忧 AI 颠覆及 Meta 竞争,股价盘后大跌。公司 CEO 强硬回应称市场情绪与现实脱节,强调 AI 带来的内容爆发 | [Link](https://longbridge.com/en/news/275682023.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.