Supermicro now expects first-quarter revenue of $18.5 billion to $19.5 billion, roughly $4 billion above the top end of the guidance it issued in August, and said the increase came primarily from higher demand for AI platforms. The company disclosed the preliminary figures in a business update filed on October 20 for the quarter that ended September 30, the first of its fiscal 2027.
The prior guidance range was $14.5 billion to $15.5 billion. Gross margin also came in ahead of plan: Supermicro now estimates 12.0% to 12.5% for the quarter, against guidance of 10.4% to 10.8%, which it attributed to customer and product mix.
The figures are preliminary and unaudited, and Supermicro noted they remain subject to change as it closes the quarter. The company gave no updated full-year outlook in the release and did not disclose backlog or order figures alongside the revised estimates.
Key facts
- 01Supermicro now estimates first-quarter fiscal 2027 revenue of $18.5 billion to $19.5 billion, against guidance of $14.5 billion to $15.5 billion.
- 02The company attributed the increase primarily to higher demand for AI platforms.
- 03Gross margin is now estimated at 12.0% to 12.5%, up from guidance of 10.4% to 10.8%.
- 04The figures are preliminary and unaudited; full results come on the November 3, 2026 earnings call.
- 05The quarter ended September 30, 2026, the first of Supermicro's fiscal 2027.
Supermicro will report complete first-quarter results on November 3 at 5:00 p.m. Eastern.
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