Super Micro Computer | 8-K: FY2027 Q1 Revenue: USD 19 B

Revenue: As of FY2027 Q1, the actual value is USD 19 B, compared to the market estimate of USD 14.94 B.

First Quarter Fiscal Year 2027 Preliminary Business Update

Super Micro Computer, Inc. provided a preliminary business update for the first quarter of fiscal year 2027 (Q1’27), which ended September 30, 2026.

Revenues

Revenues for Q1’27 are estimated to be in the range of $18.5 billion to $19.5 billion. This estimate is higher than the previous guidance of $14.5 billion to $15.5 billion, primarily due to increased demand for AI platforms.

Gross Margins

Gross margins for Q1’27 are estimated to be in the range of 12.0% to 12.5%. This range is above the prior guidance of 10.4% to 10.8%, mainly attributed to customer and product mix.

Outlook / Guidance

Super Micro Computer, Inc. released preliminary business estimates for the first quarter of fiscal year 2027, forecasting revenues between $18.5 billion and $19.5 billion, an increase from the initial guidance of $14.5 billion to $15.5 billion due to higher AI platform demand. Gross margins are also projected to improve, ranging from 12.0% to 12.5%, compared to the earlier guidance of 10.4% to 10.8%, driven by customer and product mix. These figures are preliminary and subject to revision as the company finalizes its financial statements.