Supermicro's preliminary unaudited estimate puts its AI server quarter at $18.5bn to $19.5bn, full results Tue 3 Nov
Supermicro's preliminary, unaudited estimate puts first quarter revenue at $18.5 billion to $19.5 billion, on AI demand. Full results come Tue 3 Nov.
Tier Tier 2.
Supermicro
SMCI
Q1 FY2027
- Quarter
- Q1 FY2027, ended 30 Sep 2026
- Revenue (estimated range)
- $18.5 billion to $19.5 billion (company guidance was $14.5 billion to $15.5 billion)
- Revenue change, year on year
- Not available. The release gives no prior year figure, so no YoY is calculated
- Gross margin (estimated range)
- 12.0% to 12.5% (guidance 10.4% to 10.8%)
- Net income / EPS
- Not given in the preliminary update
- AI line
- Company says the revenue lift is "primarily due to increased demand for AI platforms"
- Caveat (company)
- Unaudited, preliminary, "subject to revision"
- Full results
- Call Tue 3 Nov 2026, 5:00pm ET
Supermicro, which builds the server racks that AI chips live in, gave a preliminary, unaudited estimate for the quarter that ended 30 September. The company estimates revenue of $18.5bn to $19.5bn, against its own forecast of $14.5bn to $15.5bn, "primarily due to increased demand for AI platforms." That is vs $15.23bn expected, LSEG consensus as reported by Reuters (Reuters, 20 Oct 2026). The low end of $18.5bn is about 21% above the $15.23bn expected, by our arithmetic. Gross margin, the share of each sales dollar left after the cost of making the product, is estimated at 12.0% to 12.5%, against a forecast of 10.4% to 10.8%. This is an unaudited estimate that can still change. Full results come Tue 3 Nov. Why it matters to you: when the rack builders run ahead of their own forecast, it shows AI spending kept rolling this season. Filing: Super Micro Computer 8-K, filed 20 Oct 2026
Supermicro gave a preliminary, unaudited estimate of $18.5bn to $19.5bn in first quarter revenue, above its own forecast, on AI demand, with full results Tue 3 Nov.
Get the weekly Pulse free at https://siliconsideline.substack.com/subscribe
Preliminary, unaudited company estimates. No YoY (no prior year figure in the release). Consensus is LSEG as reported by Reuters, named and linked. The 21% consensus line is our arithmetic, labelled, with both inputs in the same sentence. Replaced by the full card on Tue 3 Nov. No net income or EPS yet.