Supermicro 8-K
PositiveEarnings
AI-platform demand lifts preliminary revenue to $18.5B–$19.5B above guidance; customer and product mix boosts gross margin to 12.0%–12.5%
Filed 2026-10-20 16:44 ET
- 2.02 Results of Operations
- 9.01 Financial Statements and Exhibits
Summary
Preliminary Q1 FY2027 results with revenue and gross margin above prior guidance, driven by increased AI-platform demand and customer and product mix. Supermicro will review final results on 11/03/2026; the preliminary unaudited figures may change during the close.
Key Figures
| Metric | Q1 FY2027 |
|---|---|
| Revenue | $18.5B-$19.5B |
| Gross margin | 12.0%-12.5% |
- Revenue was driven primarily by increased demand for AI platforms; gross margin by customer and product mix.
Against earlier guidance
| Metric | Period | Earlier guidance | Actual |
|---|---|---|---|
| Revenue | Q1 FY2027 | $14.5B-$15.5B | $18.5B-$19.5B |
| Gross margin | Q1 FY2027 | 10.4%-10.8% | 12.0%-12.5% |
Compared with the earlier filings (derived)
| Metric | Period | Earlier guidance | Actual | Result |
|---|---|---|---|---|
| Net sales | Q1 FY2027 | $14.5B-$15.5B | $18.5B-$19.5B | beat |
Guidance
No guidance in this filing.
Investor Takeaways
- Final Q1 results, scheduled for review on 11/03/2026, may differ materially from the preliminary ranges.
The summary is written by an AI model reading the filing.
Model 005 · prompt v95 · 2026-10-20 22:38:04Z