𝐒𝐮𝐩𝐞𝐫𝐦𝐢𝐜𝐫𝐨 𝐐𝟏 𝐅𝐘𝟐𝟕: 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐒𝐮𝐫𝐠𝐞𝐬 𝐍𝐞𝐚𝐫𝐥𝐲 𝟒𝐱 𝐭𝐨 $𝟏𝟗.𝟗𝐁, 𝐆𝐫𝐨𝐬𝐬 𝐌𝐚𝐫𝐠𝐢𝐧 𝐒𝐥𝐮𝐦𝐩𝐬 𝐒𝐞

$SMCI (-2,03%)

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📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Revenue: $19.9B vs. $5.0B YoY (~+298%); $11.1B QoQ

• GAAP EPS: $1.75 vs. $0.26 YoY

• Adjusted EPS: $1.81 vs. $0.35 YoY

• GAAP Net Income: $1.594B vs. $168M YoY

• GAAP Gross Margin: 12.7% vs. 9.3% YoY and 17.5% QoQ

• Adjusted Gross Margin: 12.8% vs. 9.5% YoY

• Operating Cash Flow: -$434M

• Capital Expenditures & Investments: $47M

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🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

𝐐𝟐 𝐅𝐘𝟐𝟕

• Revenue: $19.5B–$21.5B

• GAAP EPS: $1.59–$1.83

• Adjusted EPS: $1.66–$1.90

𝐅𝐘𝟐𝟕

• Revenue: $72B–$82B

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📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Record quarterly revenue driven by rapid expansion in AI infrastructure and data center solutions

• Revenue increased ~79% sequentially, reaching nearly four times the year-ago level

• Gross margin contracted 480 bps QoQ despite expanding 340 bps YoY

• Operating cash outflow of $434M highlights working capital demands amid rapid growth

• Data Center Building Block Solutions (DCBBS) expanding from gigawatt-scale facilities to modular containerized deployments

• Expanding software, networking and proactive service offerings alongside AI server infrastructure

• Global manufacturing capacity expansion and enterprise partnerships supporting AI deployment growth

• Q2 revenue midpoint of $20.5B implies ~3% sequential growth

• FY27 revenue guidance midpoint of $77B

• Cash & Equivalents: $6.9B

• Bank Debt & Convertible Notes: $8.6B

• Results remain unaudited

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💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“Supermicro’s transformation into a Total AI and IT Datacenter Solution provider continues to accelerate, delivering record revenue of $19.9 billion for the first quarter fiscal 2027.” — CEO Charles Liang