Group 1 - Super Micro Computer shares declined by 6% following the release of weak preliminary results for fiscal Q1 2026, with expected revenue of $5 billion, down from previous guidance of $6 billion to $7 billion [1] - The company attributed the revenue shortfall to "design win upgrades" that shifted some expected first-quarter revenue to the second quarter, while expressing optimism about accelerating customer demand and gaining AI market share [2] - Super Micro reiterated its revenue expectation of at least $33 billion for FY 2026, supported by recent design wins exceeding $12 billion, with deliveries requested in fiscal Q2 [2] Group 2 - The company plans to provide further updates on expected second-quarter deliveries and revenues during its earnings call scheduled for November 4, when it will officially report its first-quarter results [3]

Core Insights - Super Micro Computer (SMCI.US) experienced a decline of over 6.6%, trading at $49 due to a downward revision of its revenue guidance for Q1 FY2026 [1] - The company now expects revenue to reach $5 billion, significantly lower than the previous forecast of $6 billion to $7 billion, attributed to changes in delivery schedules for large AI projects [1] - Despite the short-term revenue adjustment, the company reaffirmed its revenue forecast of at least $33 billion for FY2026, driven by strong demand for AI solutions [1] - Super Micro Computer has secured over $12 billion in new business orders and plans to commence deliveries in Q2 FY2026 [1]

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Core Viewpoint - Super Micro Computer (SMCI.US) reported preliminary revenue data for Q1 of fiscal year 2026 that fell significantly short of market expectations, leading to a decline in stock price by over 5.7% to $49.48 [1] Revenue Performance - The company announced that Q1 revenue for fiscal year 2026 is approximately $5 billion, which is below the market consensus estimate of $6.48 billion [1] - The shortfall is attributed to the deferral of revenue recognition for some orders due to upgrades, which will now be recognized in Q2 [1] Future Outlook - Despite the current revenue shortfall, the company highlighted that the total value of new design orders has exceeded $12 billion [1] - Deliveries for these new orders are expected to commence in Q2 of fiscal year 2026 [1]

Core Viewpoint - Super Micro Computer (SMCI.US) reported preliminary revenue data for Q1 FY2026 that fell significantly short of market expectations, leading to a decline in stock price by over 5.7% to $49.48 [1] Revenue Performance - The company announced that Q1 FY2026 revenue is approximately $5 billion, which is below the market consensus estimate of $6.48 billion [1] - The shortfall in revenue is attributed to the deferral of revenue recognition for some orders due to upgrades, which will now be recognized in Q2 FY2026 [1] Future Outlook - Despite the current revenue shortfall, the company highlighted that the total value of new design orders has exceeded $12 billion [1] - Deliveries for these new orders are expected to commence in Q2 FY2026 [1]

Core Viewpoint - Super Micro Computer has reduced its quarterly revenue outlook due to delays in order deliveries from some customers [1] Group 1 - The company has experienced a cut in its revenue forecast for the upcoming quarter [1] - The delays in order deliveries are attributed to customer decisions [1]

Core Viewpoint - Super Micro Computer has reduced its first-quarter revenue forecast due to changes in customer delivery schedules related to significant artificial intelligence contracts [1] Group 1 - The company cited a shift in customer delivery schedules as the primary reason for the revenue forecast adjustment [1]

Core Insights - Super Micro Computer has reduced its first-quarter revenue forecast for fiscal year 2026 to $5 billion from an earlier estimate of $6 billion to $7 billion due to changes in customer delivery schedules for large AI deals [1] - Despite the revenue forecast cut, the company maintains its fiscal year 2026 revenue outlook of at least $33 billion, citing strong demand for its AI solutions [2] - Major tech companies are projected to spend $400 billion on AI infrastructure this year, benefiting server manufacturers like Super Micro and Dell [3] Revenue Forecast - The revised first-quarter revenue forecast for fiscal year 2026 is now $5 billion, down from the previous range of $6 billion to $7 billion [1] - Analysts had anticipated a revenue of $6.52 billion for the quarter ended September 30 [2] - The company has secured over $12 billion in new business with delivery expected in the second quarter of fiscal 2026 [2] Market Demand - There is a significant demand for servers that support AI applications, contributing to the success of companies like Super Micro [3] - The generative AI boom has led to increased spending on AI infrastructure by major tech firms, which is expected to reach $400 billion this year [3] Internal Control Issues - In August, Super Micro reported weaknesses in internal control over financial reporting, which could impact the timely and accurate reporting of its operational results [4]

Company Overview - Super Micro Computer, Inc. provided a business update for the quarter ended September 30, 2025[5]. - The company is listed on the NASDAQ Global Select Market under the symbol SMCI[3]. - The report indicates that Super Micro Computer, Inc. is not an emerging growth company[4]. Financial Reporting - The press release is titled "Supermicro Provides First Quarter of Fiscal Year 2026 Business Update" and was issued on October 23, 2025[7]. - The financial information is being furnished and not deemed "filed" under the Securities Exchange Act of 1934[6]. - The report includes a signature from Charles Liang, the President and CEO of Super Micro Computer, Inc.[11].

Core Insights - Supermicro is experiencing strong demand for its newly released AI liquid cooled solutions and anticipates revenue of at least $33 billion for fiscal year 2026 [2][6] - The company has secured design wins exceeding $12 billion, with deliveries expected in the second quarter of fiscal year 2026 [6] - Preliminary estimated revenue for the first quarter of fiscal year 2026 is projected at $5 billion, lower than the previous guidance of $6 billion to $7 billion due to some revenue being pushed to the second quarter [6] Financial Performance - For the fourth quarter of fiscal year 2025, Supermicro reported net sales of $5.8 billion, an increase from $4.6 billion in the previous quarter and $5.4 billion in the same quarter of the previous year [11] - The gross margin for the fourth quarter of fiscal year 2025 was 9.5%, slightly down from 9.6% in the previous quarter and 10.2% in the same quarter of the previous year [11] Business Strategy - The company is focused on capitalizing on the growing market opportunities in AI, Cloud, Storage, and 5G/Edge technologies [2][8] - Supermicro's products are designed and manufactured in-house, leveraging global operations for scale and efficiency, which supports their commitment to green computing [8]