Supermicro Provides Q1 FY2027 Preliminary Revenue and Gross Margin Update Above Prior Guidance

Preliminary Q1 FY2027 revenue midpoint of $19.0 billion beats the prior guidance midpoint of $15.0 billion by roughly $4.0 billion (+26.7%), with the company attributing the upside primarily to increased demand for AI platforms.

Preliminary Q1 FY2027 gross margin midpoint of 12.25% beats the prior guidance midpoint of 10.6% by approximately 165 basis points, driven by customer and product mix.

All figures are preliminary and unaudited and have not been reviewed by the company's independent registered public accounting firm; GAAP EPS, net income, operating income, cash flow, and segment breakdowns were not disclosed in this release.

A conference call and webcast is scheduled for November 3, 2026 at 5:00 p.m. ET (2:00 p.m. PT) to review final Q1 FY2027 results, with the webcast at the linked primary source and a one-year replay.

Forward-looking risk factors flagged in the release include quarterly fluctuation, customer concentration as sales targets larger customers, declining average sales prices if customers forgo latest-generation products, tariffs, and adverse economic conditions.

Furnished as an 8-K Item 2.02 Results of Operations and Financial Condition filing with Exhibit 99.1 press release titled "Supermicro Provides First Quarter of Fiscal Year 2027 Preliminary Business Update."

No full-year FY2027 revenue or gross margin guidance was issued or updated in this release; the disclosure is limited to the Q1 FY2027 preliminary update.