Supermicro: Preliminary Q1 FY2027 Revenue Raised to $18.5–19.5 Billion as AI Demand Surges, Gross Margin Outlook Also Improves

$SMCI (-5,39 %)

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• Revenue now expected at $18.5–19.5B vs. prior guidance of $14.5–15.5B, a 27% increase at the midpoint.

• Gross margin forecast raised to 12.0–12.5% from 10.4–10.8%, driven by favorable customer and product mix.

• Stronger AI platform demand drives the upside. Final earnings scheduled for November 3 at 5 PM ET.