Super Micro posts $19.95 billion quarter and lifts its full-year outlook

The AI server maker topped its own guidance and consensus by $3.7 billion, though one customer drove 44% of sales Super Micro Computer just reported net sales of $19.95 billion for the first quarter of its fiscal 2027. That figure beat consensus estimates by $3.7 billion and was up 298% from the same quarter a year earlier. The company also raised its full-year forecast and guided to another quarter of similar scale. A quarter that outran three forecasts The quarter ended September 30, 2026, and results were announced on November 3, 2026. Super Micro’s fiscal year runs through June 30, which is why the calendar and the fiscal labels look out of sync. In August, management guided Q1 revenue to a range of $14.5 billion to $15.5 billion. On October 20, the company issued a preliminary update lifting that range to $18.5 billion to $19.5 billion. The final print then came in above the top of the revised range. Earnings followed revenue higher. GAAP diluted earnings per share came in at $1.75, while non-GAAP diluted EPS reached $1.81. Guidance moves up, margins move sideways Super Micro now expects fiscal 2027 revenue of $72 billion to $82 billion. The prior forecast called for $65 billi...