Supermicro said on 20 October that revenue for the quarter ended 30 September should reach $18.5 billion–$19.5 billion, above its $14.5 billion–$15.5 billion guidance. The server supplier attributes the increase mainly to demand for AI platforms.[1]
It also raised expected gross margin to 12.0%–12.5%, from 10.4%–10.8%, citing customer and product mix. The figures are unaudited estimates and may change as the company closes its accounts. The results call is scheduled for 3 November.[1]
A different comparison with June
The preceding June quarter produced $11.1 billion in sales and a 17.5% gross margin. The full financial year ended 30 June had a 10.8% margin on $39.1 billion in sales. One particularly profitable quarter can sit well above the annual average.[2]
Gross margin measures the share of sales remaining after product costs, before other expenses. In its August results, Supermicro linked improving profitability to a richer enterprise customer mix. Which customers supply the revenue matters alongside the total sold.[2]
The new estimate beats Supermicro’s forecast while remaining below June’s gross margin.[1][2]
Sources & further reading
- Q1 FY2027 preliminary business update Supermicro · 20 Oct 2026 · Accessed 20 Oct 2026
- Q4 and full FY2026 financial results Supermicro · 11 Aug 2026 · Accessed 20 Oct 2026