What Super Micro Computer (SMCI) Said on Its Q1 Earnings Call
AI-related products made up 71% of revenue, while management warned that large AI deployments are pressuring margins.
- On Tuesday, Super Micro Computer reported record Q1 fiscal 2027 revenue of $19.9 billion, representing 298% year-over-year growth and exceeding the company's original $15 billion outlook.
- Management raised full-year fiscal 2027 revenue guidance to $72 billion to $82 billion, while CFO Mark Long reported non-GAAP gross margin of 12.8%, expanded 330 basis points year-over-year.
- A single large data center customer accounted for 44% of total quarterly revenue; Long acknowledged that "concentration at this level is a consequence of the scale at which AI infrastructure is now being built."
- Shares of Super Micro fell 4% in afternoon trading Tuesday despite beating estimates, as investors expressed concerns regarding gross margins; Dell dropped 8% amid industry-wide margin fears.
- Broader sector risks emerged as Texas voters elected a governor promising a data center moratorium, potentially impacting 25% of planned U.S. capacity by 2030, while trackers identified 28 ballot measures nationwide limiting construction.
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What Super Micro Computer (SMCI) Said on Its Q1 Earnings Call
Super Micro Computer (NASDAQ:SMCI) reported record first-quarter fiscal 2027 revenue of $19.9 billion, up 298% year-over-year and 79% sequentially, as demand for AI infrastructure and large-scale data center deployments accelerated. The result exceeded the company’s prior guidance of $14.5 billion
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SMCI stock is stuck in a technical bear market after falling by 30% from its highest point in October. Super Micro shares were trading at $32 as investors reacted to the latest earnings report, which pointed to growing momentum. It is also about to form a death cross pattern, pointing to more downside in the near term. Super Micro Computer’s Business is Thriving as AI Bubble Risks Remain SMCI share price dropped even after the company published…
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