Super Micro cuts Q1 FY2026 revenue estimate to $5B from $6B-$7B; secures >$12B design wins

Super Micro Computer, Inc.

2026-Q1 EPS reported $0.26 revenue$5,017,790,000

Estimated Q1'26 revenue of $5B, down from prior guidance of $6B-$7B, due to design-win upgrades pushing revenue into Q2.
Recent design wins exceed $12B, with customers requesting delivery in Q2'26.
Reiterates FY2026 revenue of at least $33B.
Strong demand for new AI liquid-cooled solutions: Nvidia GB300, B300, RTX Pro, AMD 355X LC, now shipping.
Earnings call scheduled for November 4 at 5PM EST.

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