Supermicro Q1 revenue of $5 billion falls short of expectations; full-year forecast remains unchanged at $33 billion.

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Super Micro Computer's preliminary first quarter revenue data fell short of market expectations. The company maintained its full-year performance outlook and reaffirmed its goal of reaching at least $33 billion in revenue for the year.

On the 23rd, AI server manufacturer Super Micro Computer said it now expects Q1 revenue to be $5 billion, down from its previous forecast of $6 billion to $7 billion. According to data compiled by the London Stock Exchange, analysts had previously projected the company's first-quarter revenue at $6.52 billion. The company attributed the revenue decline to design order upgrades, which led to the shifting of part of the expected revenue from the first quarter to the second quarter of fiscal 2026.

During U.S. trading hours, the company's stock price fell more than 6%, with pre-market losses once exceeding 10%.

Although revenue fell short of expectations, Super Micro announced that it has recently received over $12 billion in design orders, with customers requesting delivery in the second quarter. The company also reported “strong” demand for its Nvidia GB300, B300, RTX Pro, and AMD 355X LC products, which have already begun shipping.

Super Micro Computer President and CEO Charles Liang maintained the company’s full-year performance outlook and reaffirmed the expectation that fiscal 2026 revenue will reach at least $33 billion. Liang stated:

“Our newly launched AI liquid cooling solutions have been highly recognized by customers, and many key customers are ramping up large-scale deployments across quarters. We are seeing accelerating customer demand, our AI market share is expanding, and we reaffirm fiscal 2026 revenue of at least $33 billion with the potential for even higher growth.”

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