🔹 Revenue: $5.02B (Est. $6.09B) 🔴; DOWN -15% YoY
🔹 Adj. EPS: $0.35 (Est. $0.41) 🔴; DOWN -52% YoY
🔹 Adj. Gross Margin: 9.5% (Est. 9.63%) 🔴; DOWN -360 bps YoY
Q2’26 Guidance
🔹 Revenue: $10B–$11B (Est. $8.05B) 🟢
🔹 Adj. EPS: $0.46–$0.54 (Est. $0.62) 🔴
FY26 Outlook
🔹 Net Sales: At least $36B (Prior: ≥$33B) 🟢
CEO Commentary – Charles Liang
🔸 “Powered by DCBBS, Supermicro is expanding into a leading AI and datacenter infrastructure company.”
🔸 “With a rapidly expanding order book, including over $13B in Blackwell Ultra orders, we expect at least $36B in FY26 revenue.”