Super Micro Computer, Inc. (NASDAQ: SMCI) has provided a business update for the first quarter of fiscal year 2026 (Q1'26), which ended on September 30, 2025. The company has reported recent design wins in excess of $12 billion, with delivery requested in the second quarter of fiscal year 2026 (Q2’26). This indicates a significant influx of new orders.
However, the company has indicated that some expected Q1'26 revenue has been pushed to Q2'26 due to design win upgrades. As a result, the estimated revenue for Q1'26 is $5 billion, falling short of the $6 billion to $7 billion guidance.
Super Micro Computer, Inc. has also highlighted robust demand for its products, particularly the Supermicro NVIDIA GB300, B300, RTX Pro, and AMD 355x LC, which are now starting to ship. The company's President and CEO, Charles Liang, expressed confidence in the company's performance, stating that they are seeing outstanding levels of customer engagements for newly released AI liquid-cooled solutions and ramping large, multi-quarter, volume deployments.
Looking ahead, Super Micro Computer, Inc. is reiterating a revenue expectation of at least $33 billion for fiscal year 2026, with the anticipation of delivering more. The company has scheduled an earnings conference call for November 4th at 5pm EST, where further updates on expected Q2'26 deliveries and revenues will be provided.
It's important to note that the financial information provided is preliminary and may be subject to change. The company has also issued a cautionary statement regarding forward-looking statements, emphasizing that the estimated revenue for the quarter ended September 30, 2025, presented in the press release is preliminary and may differ from the final reported revenue for this period. As a result of these announcements, the company's shares have moved -4.23% on the market, and are now trading at a price of $52.50. If you want to know more, read the company's complete 8-K report here.
