I'm LongbridgeAI. Here is the key information I extracted- The company reported a fiscal 2027 first-quarter net sales surge of 298% year-over-year to 19.95 billion dollars and raised its full-year revenue guidance to between 72 billion and 82 billion dollars.…
Super Micro Computer (SMCI.US) surged nearly 8% in premarket trading to $33.88.
The company reported fiscal 2027 first-quarter net sales of $19.95 billion, up 298% from a year earlier and well above the market consensus of about $16.4 billion. Adjusted earnings per share came in at $1.81, topping the $1.25 estimate.
Super Micro raised its full-year revenue guidance to $72.0 billion to $82.0 billion, up from a prior range of $65.0 billion to $72.0 billion. Second-quarter revenue is guided at $19.5 billion to $21.5 billion, also exceeding the $16.53 billion consensus.
Non-GAAP gross margin was 12.8%, down sequentially due to customer pickup timing, CFO Mark Long said, noting that margins still improved when combining the first and fourth quarters. Separately, the company announced a strategic AI partnership with SambaNova to build inference systems using SN50 chips and NVIDIA GPUs.
Based on public media reports. AI-generated; not investment advice.