earnings
confidence high
sentiment positive
materiality 0.85
Supermicro Q4 FY2026 preliminary: revenue near low end of $11-12.5B guidance; gross margins 15-17% vs guided 8.2-8.4%
Super Micro Computer, Inc.
- Revenue estimated near low end of $11.0-12.5B guidance; gross margins 15-17% significantly above guided 8.2-8.4%.
- Record backlog with new orders exceeding $60 billion received in Q4, to be delivered over future quarters.
- Earnings call scheduled for August 11, 2026 at 5pm ET.