
Super Micro Computer's Q1 revenue of $5 billion was below expectations, maintaining its full-year performance forecast of $33 billion unchanged

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Super Micro's Q1 performance was below expectations, with intraday stock prices dropping over 6%. The company attributed the weak revenue to design order upgrades, which caused some expected income to shift from the first quarter to the second quarter of fiscal year 2026. Super Micro announced that it has recently secured over $12 billion in design orders, maintaining its full-year performance expectations and reaffirming that revenue for fiscal year 2026 will reach at least $33 billion
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