JCT schreef op 23 oktober 2025 18:12:
Receives Large New Orders and Sees Strong Demand for Blackwell Ultra
SAN JOSE, Calif.--(BUSINESS WIRE)-- Super Micro Computer, Inc. (Nasdaq: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today is providing a business update for the first quarter of fiscal year 2026 (Q1'26), ended September 30, 2025, and schedules earnings call for November 4th at 5pm EST.
Recent design wins in excess of $12B, requesting delivery in the second quarter of fiscal year 2026 (Q2’26). Company will provide further updates on our upcoming earnings call on expected Q2'26 deliveries and revenues
Design win upgrades pushed some expected Q1'26 revenue to Q2'26, resulting in estimated revenue in Q1'26 of $5B versus $6B-$7B guidance
Seeing robust demand for Supermicro Nvidia GB300, B300, RTX Pro, AMD 355X LC, now starting to ship
“Supermicro is seeing outstanding levels of customer engagements for newly released AI liquid cooled solutions along with numerous key customers ramping large, multi-quarter, volume deployments,” said Charles Liang, President and CEO of Supermicro. “We see customer demand accelerating, and we are gaining AI share, reiterating revenue of at least $33B for FY 2026 with the expectation of delivering more.”
ir.supermicro.com/news/news-details/2...Toch grappig dat ze beloven dat earnings het eerste volgende kwartaal altijd echt beter zullen zijn en ze het nooit zijn. Als de marges iets verbeteren Q1 wordt het misschien wat interessanter om weer in te stappen, maar het slechte management maakt de keuze zeker niet makkelijk.