AI brief of an SEC Form 8-K · Supermicro (SMCI)

Supermicro expects Q1 revenue of $18.5 billion to $19.5 billion, above guidance

Positive Impact 4 of 5 earnings

Supermicro said preliminary, unaudited first-quarter fiscal 2027 revenue, for the quarter ended September 30, 2026, is estimated at $18.5 billion to $19.5 billion, versus guidance of $14.5 billion to $15.5 billion. Estimated gross margin is 12.0% to 12.5%, versus guidance of 10.4% to 10.8%. The company said final results may differ materially and will report on November 3, 2026.

Key points

  • Estimated Q1 fiscal 2027 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 gross margin of 12.0% to 12.5%, versus guidance of 10.4% to 10.8%, primarily due to customer and product mix
  • Earnings call and webcast scheduled for November 3, 2026, at 5:00 p.m. ET

The filing

CompanySupermicro (SMCI)
Form8-K, current report
Filed with the SECOct 20, 2026, 4:44 PM ET
Accession number0001375365-26-000025

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.