The company said it estimates revenue for the first quarter of fiscal 2027, which ended September 30, 2026, at $18.5 billion to $19.5 billion. That compares with its prior guidance of $14.5 billion to $15.5 billion. The company cited increased demand for AI platforms as the main reason.

1. 01

   The company said it estimates revenue for the first quarter of fiscal 2027, which ended September 30, 2026, at $18.5 billion to $19.5 billion. That compares with its prior guidance of $14.5 billion to $15.5 billion. The company cited increased demand for AI platforms as the main reason.

2. 02

   Supermicro said it estimates gross margin for fiscal 2027 Q1 at 12.0% to 12.5%. Its prior outlook was 10.4% to 10.8%, and the company cited customer and product mix as the main reasons.

3. 03

   The company said the figures are unaudited preliminary results based on management's estimates and may be revised during its financial closing procedures and the finalization of its financial statements. It said its independent registered public accounting firm has not audited, reviewed or performed any procedures on the preliminary revenue and gross margin.

4. 04

   The company said it will hold a live conference call webcast to review its fiscal 2027 Q1 results on Tuesday, November 3, 2026, at 5 p.m. ET / 2 p.m. PT. A replay will be available at the same website for 1 years after the call.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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