StatementDog | AI & Tech Supply Chains(@statementdog):Supermicro now expects fiscal Q1 2027 revenue of $18.5–19.5 billion, well above its original guidance of $14.5–15.5 billion. The company cited stronger demand for AI platforms. Gross margin is expected to reach 12.0%–12.5%, above the 10.4%–10.8% previously forecast. Supermicro attributed the improvement to customer and product mix. The figures for the quarter ended Sept. 30 are preliminary and unaudited. Full results are due Nov. 3.

StatementDog | AI & Tech Supply Chains

@statementdog

Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.

参加 June 2024

124 フォロー中 4.6K ファン

StatementDog | AI & Tech Supply Chains@statementdog

2026.10.21 04:50

Supermicro now expects fiscal Q1 2027 revenue of $18.5–19.5 billion, well above its original guidance of $14.5–15.5 billion. The company cited stronger demand for AI platforms. Gross margin is expected to reach 12.0%–12.5%, above the 10.4%–10.8% previously forecast. Supermicro attributed the improvement to customer and product mix. The figures for the quarter ended Sept. 30 are preliminary and unaudited. Full results are due Nov. 3.