StocksMedium•4 November 2026•
1 min read
Supermicro Q1 Revenue Hits $19.95 Billion on AI Infrastructure Demand, Beating Estimates
Key Facts
1Supermicro reported fiscal Q1 revenue of $19.95 billion, exceeding consensus estimates by $3.64 billion.
2The company provided second-quarter revenue guidance in the range of $19.5 billion to $21.5 billion.
3The company raised its full-year revenue guidance to a range of $72 billion to $82 billion.
Supermicro reported fiscal first-quarter revenue of $19.95 billion for the period ended September 30, 2026, exceeding consensus estimates by $3.64 billion. TradingNEWS reported that the surge was driven by massive growth in demand for AI infrastructure, with revenue climbing 298% from $5.02 billion in the same period last year.
The company raised its full-year revenue guidance to a range of $72 billion to $82 billion and provided second-quarter guidance between $19.5 billion and $21.5 billion. While revenue outperformed, the firm faced challenges including $434 million in operating cash burn, as peer stocks saw declines with NVIDIA falling 2.38% to $201.78 and CoreWeave dropping 7.35% to $49.79 on November 4, 2026.