01—Abstract
Summary
Summary of the 8-K filed October 20, 2026. Cited figures are marked; the original filing is the authoritative source.
On October 20, 2026, Super Micro Computer, Inc. (NASDAQ: SMCI) issued a preliminary business update for the first quarter of fiscal year 2027, the quarter ended September 30, 2026, and scheduled its earnings call for November 3, 2026 at 5:00 p.m.
ET. The Company estimates first-quarter revenues in the range of $18.5 billion to $19.5 billiona, compared with guidance of $14.5 billion to $15.5 billion, which it attributes primarily to increased demand for AI platforms. The Company also estimates gross margins of 12.0% to 12.5%, compared with guidance of 10.4% to 10.8%, which it attributes primarily to customer and product mix.
Both figures are unaudited, based on preliminary results and management's estimates, and remain subject to the Company's financial closing procedures. The Company warns that actual results may differ materially and that its independent registered public accounting firm has not audited or reviewed the preliminary figures.
The update is furnished under Item 2.02 and is not deemed filed for Exchange Act purposes. Investors should treat these ranges as preliminary and watch the November 3 earnings call for finalized results.
02—Key points
Key Highlights
- Estimated Q1 FY2027 revenue of $18.5 billion to $19.5 billion, versus guidance of $14.5 billion to $15.5 billion, primarily due to increased demand for AI platforms
- Estimated Q1 FY2027 gross margin of 12.0% to 12.5%, versus guidance of 10.4% to 10.8%, primarily due to customer and product mix
- Figures are preliminary and unaudited, based on management's estimates, and may differ materially from final results
- Quarter ended September 30, 2026 covered by the update
- Earnings call and webcast scheduled for Tuesday, November 3, 2026 at 5:00 p.m. ET / 2:00 p.m. PT, with a replay available for one year
- Forward-looking risks cited include quarterly fluctuation, customer concentration as the Company targets larger customers, declining server average selling prices, and adverse economic conditions including increased tariffs
- The press release is furnished under Item 2.02 and is not deemed filed under Section 18 of the Exchange Act
03—Questions
Frequently Asked Questions
How much revenue is Supermicro estimating for the first quarter of fiscal 2027?
The Company estimates revenue in the range of $18.5 billion to $19.5 billion, compared with its prior guidance of $14.5 billion to $15.5 billion. The Company attributes the difference primarily to increased demand for AI platforms.
What gross margin is the Company estimating for the quarter?
The Company estimates gross margins of 12.0% to 12.5%, compared with guidance of 10.4% to 10.8%. The filing attributes the change primarily to customer and product mix.
Are these preliminary figures final or audited?
No. The figures are unaudited, based on preliminary results and management's estimates, and are subject to the Company's financial closing procedures. The independent registered public accounting firm has not audited, reviewed, compiled or performed procedures on them, and actual results may differ materially.
When will Supermicro report finalized first-quarter results?
The Company scheduled its conference call to review first-quarter fiscal 2027 financial results for Tuesday, November 3, 2026, at 5:00 p.m. ET / 2:00 p.m. PT, with a webcast and a replay available for one year.
What risks does the Company highlight?
The Company cites fluctuating quarterly operating results, a possibly more concentrated customer base as it targets larger customers, lower margins and less predictable sales, possible declines in average server selling prices if customers do not keep buying the latest products, and adverse economic conditions including increased tariffs.
04—Continue