Form 8-K · Current report

Supermicro 8-K, filed Oct 20, 2026

Filed
CIK
0001375365
Accession no.
0001375365-26-000025
AI-generated summary

Summary

Super Micro Computer issued a preliminary business update for its first quarter of fiscal year 2027, ended September 30, 2026, estimating revenue of $18.5 billion to $19.5 billion against prior guidance of $14.5 billion to $15.5 billion, and gross margins of 12.0% to 12.5% against guidance of 10.4% to 10.8%. The company attributed the higher revenue estimate primarily to increased demand for AI platforms and the margin estimate to customer and product mix, and said the preliminary figures are unaudited and subject to revision.

Key points

  • Estimated revenue of $18.5–$19.5 billion for Q1 fiscal 2027, above prior guidance of $14.5–$15.5 billion, attributed primarily to increased demand for AI platforms.
  • Estimated gross margin of 12.0%–12.5% versus prior guidance of 10.4%–10.8%, attributed to customer and product mix.
  • The figures are preliminary, unaudited, based on management estimates and subject to revision.
  • An earnings call to review Q1 fiscal 2027 results is scheduled for November 3, 2026, at 5:00 p.m. ET.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 Results of Operations and Financial Condition On October 20, 2026, Super Micro Computer, Inc. (the “Company”) issued a press release (the “Press Release”) providing a preliminary business update for the quarter ended September 30, 2026. A copy of the Press Release is attached as Exhibit 99.1 to this report and is incorporated herein by reference. The information in, and the exhibit furnished pursuant to, Item 2.02 of this report, including Exhibit 99.1, are being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and are not to be incorporated by reference into any filing under the…

An excerpt of the text as filed with the SEC, cut for length.

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