Super Micro Computer reported fiscal first-quarter results that topped expectations and raised its full-year revenue guidance to $72 billion to $82 billion. Net sales reached $19.9 billion, against $5.0 billion a year earlier. The company used $434 million in cash from operations during the quarter.
Super Micro Computer raised its fiscal 2027 revenue guidance to a range of $72 billion to $82 billion after fiscal first-quarter results beat expectations. The previous forecast stood at $65 billion to $72 billion. Shares rose 6.4% in after-hours trading following Tuesday's earnings report, according to MarketWatch.
Net sales reach $19.9 billion
For the quarter ended September 30, 2026, Super Micro recorded net sales of $19.9 billion, compared with $5.0 billion in the same quarter a year earlier. The company had issued revised preliminary expectations of $18.5 billion to $19.5 billion, so the final figure landed above the top of that range.
Profit followed sales. Net income came in at $1.594 billion, which works out to diluted earnings per share of $1.75 under GAAP accounting.
Margins improve on AI server demand
Gross margin was 12.7% on a GAAP basis and 12.8% on a non-GAAP basis. The company credited improvements to a favorable product mix and strong demand for AI-capable server systems.
Growth costs cash
Management indicated it sees sustained high growth continuing into calendar 2027, tying the momentum to rapid adoption of data-center solutions built for AI workloads. Still, growth at this pace consumes cash: Super Micro used $434 million in cash from operations during the quarter as it expanded to keep up with orders.
Sources: Crypto Briefing, MarketWatch (snippet-based)
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