Super Micro beats Q1 expectations and lifts full-year revenue guidance to $72 billion to $82 billion

The AI server maker posted $19.9 billion in quarterly sales and raised its fiscal 2027 outlook on strong data-center demand Super Micro Computer just showed what an AI spending boom looks like on an income statement. The server maker reported fiscal first-quarter results that topped expectations and raised its full-year revenue guidance to a range of $72 billion to $82 billion. The new floor of that range matches the old ceiling. When a company’s worst-case forecast equals last quarter’s best-case forecast, management is clearly feeling good about the order book. The numbers behind the beat For the quarter ended September 30, 2026, which is the first quarter of fiscal 2027, Super Micro recorded net sales of $19.9 billion. That compares with $5.0 billion in the same quarter a year earlier. The result also cleared the company’s own bar. Super Micro had issued revised preliminary sales expectations of $18.5 billion to $19.5 billion, so the final tally landed above the top of its own estimate. Profit followed the top line. Net income came in at $1.594 billion, which works out to diluted earnings per share of $1.75 under GAAP accounting. Gross margin was 12.7% on a GAAP basis and 12.8% ...