Core Viewpoint - The company reported Q1 earnings below expectations, attributing the revenue shortfall to the shifting of anticipated income to Q2 of FY2026 due to design order upgrades [1][2][5]. Group 1: Financial Performance - The company expects Q1 revenue to be $5 billion, down from previous forecasts of $6 billion to $7 billion, with analysts initially predicting $6.52 billion [2]. - The stock price fell by 8.72% following the earnings report, with intraday declines exceeding 10% [1][3]. Group 2: Orders and Demand - The company announced it has secured over $12 billion in design orders, with customer requests for delivery in Q2 [4]. - Demand for products such as Nvidia GB300, B300, RTX Pro, and AMD 355X LC is reported to be "strong," and these products have begun shipping [4]. Group 3: Future Outlook - The company maintains its full-year performance expectations, reaffirming a revenue target of at least $33 billion for FY2026 [5][6]. - The newly launched AI liquid cooling solutions have received high recognition from customers, leading to increased demand and market share growth in the AI sector [6].

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]

Group 1 - The core viewpoint of the article is that Supermicro's preliminary Q1 revenue data fell short of market expectations, but the company maintains its full-year revenue guidance of at least $33 billion [1][3] - Supermicro expects Q1 revenue to be $5 billion, down from previous forecasts of $6 billion to $7 billion, while analysts had anticipated $6.52 billion [1] - The revenue decline is attributed to design order upgrades, which have shifted some expected revenue from Q1 to Q2 of fiscal year 2026 [1] Group 2 - Despite the revenue miss, Supermicro announced it has secured over $12 billion in design orders, with customer requests for delivery in Q2 [3] - The company reported strong demand for its Nvidia GB300, B300, RTX Pro, and AMD 355X LC products, which have begun shipping [3] - Supermicro's CEO, Charles Liang, reaffirmed the company's full-year revenue guidance and noted that the new AI liquid cooling solutions have received high recognition from customers, leading to accelerated demand growth and an expanding market share [3]