The earnings call reflects strong demand and growth potential through significant back orders and increased revenue guidance, countered by challenges in current revenue performance, gross margin pressures, and an increased debt position.
Company Guidance
During the Super Micro Computer, Inc. Business Update Call for the first quarter of fiscal year 2026, the company provided guidance that highlighted a robust growth trajectory fueled by rising demand in AI sectors. The company anticipates shipping at least $10.5 billion in the December quarter, with expectations of achieving at least $36 billion in revenue for the full fiscal year. Key financial metrics shared include a $5 billion revenue for Q1, representing a 15% year-over-year decrease, and a non-GAAP gross margin of 9.5%. The revenue guidance for Q2 is set between $10 billion and $11 billion, with anticipated GAAP EPS ranging from $0.37 to $0.45. The call underscored Super Micro's strategic focus on enhancing its Data Center Building Block Solutions (DCBBS) to optimize AI deployments and its aggressive global expansion to meet unprecedented demand. The company has also seen a significant $13 billion in back orders for its NVIDIA Blackwell Ultra product line, indicating strong market positioning in emerging AI infrastructure solutions.
Record $13 Billion in Back Orders
Super Micro reported a record level of new orders exceeding $13 billion, driven by their NVIDIA Blackwell Ultra with GB300 product line, marking the largest deal in the company's 32-year history.
Aggressive Global Expansion
Super Micro is executing a global expansion with new facilities in Taiwan, the Netherlands, Malaysia, and soon the Middle East, enhancing production capacity to 6,000 racks per month.
Revenue Guidance Increase
Super Micro raised its full fiscal year 2026 revenue guidance to at least $36 billion from a prior guidance of at least $33 billion.
Super Micro Computer (DE:MS51) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:MS51 Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 04, 2025
€42.23
€37.64
-10.87%
Aug 05, 2025
€49.35
€38.77
-21.44%
May 06, 2025
€28.85
€27.30
-5.37%
Feb 11, 2025
€39.41
€39.44
+0.08%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Super Micro Computer (DE:MS51) report earnings?
Super Micro Computer (DE:MS51) is schdueled to report earning on Feb 03, 2026, After Close (Confirmed).
What is Super Micro Computer (DE:MS51) earnings time?
Super Micro Computer (DE:MS51) earnings time is at Feb 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.