Supermicro NASDAQ SMCI Announces $12 Billion in Design Wins and Maintains $33 Billion Revenue Outlook

Super Micro Computer, Inc. (NASDAQ: SMCI), a prominent provider of Total IT Solutions for AI, Cloud, Storage, and 5G/Edge, has announced significant business updates for the first quarter of fiscal year 2026 (Q1’26). This quarter ended on September 30, 2025, and the company is preparing for an earnings call on November 4, 2025, at 5 PM EST.
Design Wins and Revenue Outlook
Supermicro has revealed design wins exceeding $12 billion, with delivery expected in the second quarter of fiscal year 2026 (Q2’26). Due to these high-demand design wins, some anticipated revenues for Q1’26 have shifted to Q2’26. The company now estimates a Q1’26 revenue of approximately $5 billion, down from an earlier guidance of $6 billion to $7 billion.
Customer Demand and Product Launches
The firm is witnessing robust demand for its AI products, including the Supermicro Nvidia GB300, B300, RTX Pro, and AMD 355X LC solutions. Charles Liang, the President and CEO, noted an increase in customer engagement for their newly released AI liquid-cooled products, indicating large, multi-quarter deployments are ramping up.
Fiscal Year 2026 Revenue Projection
Supermicro reaffirms its revenue guidance of at least $33 billion for fiscal year 2026. The company anticipates accelerating customer demand for its products in the AI sector and is making strides in capturing a larger share of this rapidly growing market.
Earnings Call Details
- Date: November 4, 2025
- Time: 5 PM EST
- Webcast: Available at https://ir.supermicro.com
A replay of the earnings call will be available shortly after the event and accessible for one year on the same website.
Risks and Future Outlook
While the preliminary revenue figures provide insight, they may be subject to change. The company cautions that forward-looking statements could be affected by various risks, including fluctuations in quarterly results and changes in customer purchasing behavior.
Supermicro remains committed to innovation in IT infrastructure, combining their expertise in server and storage technologies to deliver solutions tailored to their customers’ needs.
As a global leader headquartered in San Jose, California, Supermicro continues to emphasize their strategy of environmental sustainability, underscoring their mission of reducing total cost of ownership (TCO) through optimized IT solutions.