Super Micro Computer, Inc. (Nasdaq: SMCI), a comprehensive IT solutions provider focusing on AI, Cloud, Storage, and 5G/Edge technologies, has released a business update for the first quarter of fiscal year 2026, which concluded on September 30, 2025. The company has also announced that it will hold an earnings call on November 4 at 5 PM EST.
In its update, Supermicro reported design wins exceeding $12 billion, with anticipated deliveries scheduled for the second quarter of fiscal year 2026. However, the quarterly revenue for Q1’26 is expected to fall between $5 billion, lower than the previous guidance of $6 billion to $7 billion, due to some revenue being pushed to the following quarter.
The company highlighted strong demand for its latest products, including the Supermicro Nvidia GB300 and B300, along with the RTX Pro and AMD 355X LC systems, which have just begun shipping. Charles Liang, President and CEO of Supermicro, mentioned that the company is experiencing a significant increase in customer engagement regarding its newly launched AI liquid-cooled solutions. He emphasized the growing interest and commitment from key customers for volume deployments over multiple quarters and reiterated a revenue target of at least $33 billion for fiscal year 2026.
The earnings conference call will provide more detailed insights into the expected deliveries and revenue for Q2’26, with a webcast available on the company’s investor relations website. A replay of the call will be accessible for one year following the event.
While the revenue estimates and forward-looking statements presented by Supermicro are preliminary and subject to change, they reflect the company’s optimistic outlook regarding growth in the AI and IT infrastructure markets. This positive sentiment is underscored by the company’s commitment to innovation and its leadership in emerging technologies, which positions it well for future success in an expanding marketplace.