The facts
Super Micro Computer said on 3 November that net sales for the quarter ended 30 September were $19.9 billion, compared with $5.0 billion in the year-earlier quarter; the release labels the results unaudited. [1]
The company reported GAAP net income of $1.594 billion and diluted GAAP earnings per share of $1.75, versus $168 million and $0.26 a year earlier. [1]
Reuters reported revenue beat the LSEG analyst average of $16.39 billion and adjusted earnings per share of $1.81 beat a $1.23 estimate. [2]
The company forecast second-quarter revenue of $19.5 billion to $21.5 billion; Reuters said the midpoint was above a $17.14 billion analyst estimate. [1][2]
Gross margin was 12.7%, down from 17.5% in the preceding quarter, and the company reported $434 million in cash used by operations. [1]
Still unconfirmed
- The company release is unaudited; the reviewed sources do not include later audited results.
- The reviewed reporting does not break out what share of quarterly sales came specifically from AI-server systems.
Sources
References support the numbered facts above. Source checks: 6 Nov 2026, 05:26 UTC.
The issuer release establishes its unaudited results and outlook. Reuters independently reports the LSEG consensus comparison and demand context. Quarter-to-quarter margin and cash flow are included to avoid presenting revenue growth without operating context; no stock-move threshold is used.
- Supermicro announces first quarter fiscal year 2027 financial results
Super Micro Computer · Primary source · 3 Nov 2026
Opened the issuer release; figures are company-reported and explicitly unaudited.
- Super Micro forecasts quarterly revenue above estimates on strong AI server demand
Reuters, republished by Investing.com · Reporting · 3 Nov 2026
Opened Reuters reporting; LSEG comparisons and its AI-server demand explanation are attributed.