The company said estimated revenue for Q1 ended September 30, 2025 in fiscal 2026 (Q1'26) was $5B, below its prior guidance of $6B to $7B. It said this figure is preliminary and the final reported revenue for the period may differ.

1. 01

   The company said estimated revenue for Q1 ended September 30, 2025 in fiscal 2026 (Q1'26) was $5B, below its prior guidance of $6B to $7B. It said this figure is preliminary and the final reported revenue for the period may differ.

2. 02

   The company explained that design win upgrades pushed some revenue expected in Q1'26 to Q2 in fiscal 2026 (Q2'26).

3. 03

   Supermicro said recent design wins exceeded $12B, with customers requesting delivery in Q2'26. The company said it will provide further updates on expected Q2'26 deliveries and revenue on its earnings call on November 4.

4. 04

   Through remarks by Chief Executive Officer Charles Liang, the company reaffirmed revenue of at least $33B for fiscal 2026 and said it will deliver more. It cited demand for Nvidia GB300, B300, RTX Pro and AMD 355X LC, saying these products have started to ship.

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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