---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-045989"
form_type: "8-K"
ticker: "SMCI"
cik: "0001375365"
company_name: "Super Micro Computer, Inc."
filed_at: "2025-10-23T23:59:59+00:00"
generated_at: "2026-05-17T02:28:48.728866+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-25-045989
- form_type: 8-K
- ticker: SMCI
- cik: 0001375365
- company_name: Super Micro Computer, Inc.
- filed_at: 2025-10-23T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1375365/000162828025045989/0001628280-25-045989-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1375365/000162828025045989/smci-20251023.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-045989
- JSON: https://secwatch.observer/filing/0001628280-25-045989.json
- Plain text: https://secwatch.observer/filing/0001628280-25-045989.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.