Supermicro (SMCI) official guidance
Supermicro (SMCI) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteSMCISuper Micro Computer, Inc.Q1 FY2027 · ends 2026-09-30
10 metrics4 new6 maintainedearnings call · 2026-08-12 04:01:08 UTC
2026-08-12 04:01:08 UTC$50M – $60Mnew54.9% – 85.9% vs Q1 FY2026
Capital expenditures for Q1 are expected to be in the range of $50 million-$60 million.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-12 04:01:08 UTC745Mmaintained12.3% vs Q1 FY2026
The company's projections for Q1 fiscal year 2027 GAAP and non-GAAP diluted net income per common share assume a GAAP tax rate of 20.1%, a non-GAAP tax rate of 20.5%, and a fully diluted share count of 745 million shares for GAAP and 761 million shares for non-GAAP.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-11 20:07:02 UTC745Mnew12.3% vs Q1 FY2026
The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 20.1% and 20.5%, respectively, and a fully diluted share count of 745 million shares for GAAP and fully diluted share count of 761 million shares for non-GAAP.
SMCI · EX-99.1 · Q4 FY2026
2026-08-11 20:06:16 UTCOpen source
2026-08-12 04:01:08 UTC20.1%maintained83 bps vs Q1 FY2026
The company's projections for Q1 fiscal year 2027 GAAP and non-GAAP diluted net income per common share assume a GAAP tax rate of 20.1%, a non-GAAP tax rate of 20.5%, and a fully diluted share count of 745 million shares for GAAP and 761 million shares for non-GAAP.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-11 20:07:02 UTC20.1%new83 bps vs Q1 FY2026
The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 20.1% and 20.5%, respectively, and a fully diluted share count of 745 million shares for GAAP and fully diluted share count of 761 million shares for non-GAAP.
SMCI · EX-99.1 · Q4 FY2026
2026-08-11 20:06:16 UTCOpen source
2026-08-12 04:01:08 UTC20.5%maintained
The company's projections for Q1 fiscal year 2027 GAAP and non-GAAP diluted net income per common share assume a GAAP tax rate of 20.1%, a non-GAAP tax rate of 20.5%, and a fully diluted share count of 745 million shares for GAAP and 761 million shares for non-GAAP.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-11 20:07:02 UTC20.5%new
The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 20.1% and 20.5%, respectively, and a fully diluted share count of 745 million shares for GAAP and fully diluted share count of 761 million shares for non-GAAP.
SMCI · EX-99.1 · Q4 FY2026
2026-08-11 20:06:16 UTCOpen source
2026-08-12 04:01:08 UTC$0.89 – $0.98maintained242.3% – 276.9% vs Q1 FY2026
GAAP diluted net income per share to be between $0.89 and $0.98, and non-GAAP diluted net income per share to be between $1.01 and $1.10.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-11 20:07:02 UTC$0.89 – $0.98new242.3% – 276.9% vs Q1 FY2026
The Company expects net sales in the range of $14.5 billion and $15.5 billion for the first quarter of fiscal year 2027 ending September 30, 2026, GAAP net income per diluted share of $0.89 to $0.98 and non-GAAP net income per diluted share of $1.01 to $1.10.
SMCI · EX-99.1 · Q4 FY2026
2026-08-11 20:06:16 UTCOpen source
2026-08-12 04:01:08 UTC$1.01 – $1.1maintained
GAAP diluted net income per share to be between $0.89 and $0.98, and non-GAAP diluted net income per share to be between $1.01 and $1.10.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-11 20:07:02 UTC$1.01 – $1.1new
The Company expects net sales in the range of $14.5 billion and $15.5 billion for the first quarter of fiscal year 2027 ending September 30, 2026, GAAP net income per diluted share of $0.89 to $0.98 and non-GAAP net income per diluted share of $1.01 to $1.10.
SMCI · EX-99.1 · Q4 FY2026
2026-08-11 20:06:16 UTCOpen source
2026-08-12 04:01:08 UTC10.4% – 10.8%new109 bps – 149 bps vs Q1 FY2026
Based on the expected customer and product mix, we expect gross margin to be in the range of 10.4%-10.8%.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-12 04:01:08 UTC$32Mmaintained
The outlook for Q1 of fiscal year 2027 fully diluted GAAP earnings per share includes approximately $106 million in expected stock-based compensation expenses, net of tax effects of $32 million, which are excluded from non-GAAP diluted net income per common share.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-11 20:07:02 UTC$32Mnew
The outlook for the first quarter of fiscal year 2027 GAAP net income per diluted share includes approximately $106 million in expected stock-based compensation expense, net of related tax effects of $32 million that are excluded from non-GAAP net income per diluted share.
SMCI · EX-99.1 · Q4 FY2026
2026-08-11 20:06:16 UTCOpen source
2026-08-12 04:01:08 UTC$453Mnew
GAAP operating expenses are expected to be approximately $453 million, including approximately $127 million in stock-based compensation expenses, which are excluded from non-GAAP operating expenses.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-12 04:01:08 UTC-$45Mnew
We expect other income and expense, including interest expense, to result in a net expense of approximately $45 million.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
SMCISuper Micro Computer, Inc.FY2027 · ends 2027-06-30
1 metric1 maintainedearnings call · 2026-08-12 04:01:08 UTC
2026-08-12 04:01:08 UTC$65B – $72Bmaintained
Looking to fiscal year 2027, our momentum gives us strong confidence to target our revenue in the range of $65 billion-$72 billion, as we are in the process of historic infrastructure build-out.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-11 20:07:02 UTC$65B – $72Bnew
For fiscal year 2027, the Company expects net sales in the range of $65.0 billion to $72.0 billion.
SMCI · EX-99.1 · Q4 FY2026
2026-08-11 20:06:16 UTCOpen source
SMCISuper Micro Computer, Inc.Q1 FY2027 · ends 2026-09-30
4 metrics3 new1 maintainedearnings call · 2026-08-12 04:01:08 UTC
2026-08-12 04:01:08 UTC$14.5B – $15.5Bmaintained189% – 208.9% vs Q1 FY2026
Now turning to the outlook for Q1 fiscal year 2027. We expect net sales to be in the range of $14.5 billion-$15.5 billion.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-11 20:07:02 UTC$14.5B – $15.5Braised +25.0%189% – 208.9% vs Q1 FY2026
The Company expects net sales in the range of $14.5 billion and $15.5 billion for the first quarter of fiscal year 2027 ending September 30, 2026, GAAP net income per diluted share of $0.89 to $0.98 and non-GAAP net income per diluted share of $1.01 to $1.10.
SMCI · EX-99.1 · Q4 FY2026
2026-08-11 20:06:16 UTCOpen source
2026-05-06 04:01:18 UTC$12Bnew139.1% vs Q1 FY2026
For the first quarter, we target $12 billion, given stable supply conditions.
SMCI · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-08-12 04:01:08 UTC$106Mnew
The outlook for Q1 of fiscal year 2027 fully diluted GAAP earnings per share includes approximately $106 million in expected stock-based compensation expenses, net of tax effects of $32 million, which are excluded from non-GAAP diluted net income per common share.
SMCI · transcript · Q4 FY2026
2026-08-12 04:00:00 UTCOpen source
2026-08-11 20:07:02 UTC761Mnew
The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 20.1% and 20.5%, respectively, and a fully diluted share count of 745 million shares for GAAP and fully diluted share count of 761 million shares for non-GAAP.
SMCI · EX-99.1 · Q4 FY2026
2026-08-11 20:06:16 UTCOpen source
2026-08-11 20:07:02 UTC$106Mnew
The outlook for the first quarter of fiscal year 2027 GAAP net income per diluted share includes approximately $106 million in expected stock-based compensation expense, net of related tax effects of $32 million that are excluded from non-GAAP net income per diluted share.
SMCI · EX-99.1 · Q4 FY2026
2026-08-11 20:06:16 UTCOpen source
SMCISuper Micro Computer, Inc.Q4 FY2026 · ends 2026-06-30
5 metrics1 new4 maintainedearnings call · 2026-05-06 04:01:18 UTC
2026-05-06 04:01:18 UTC$30M – $50Mnew32.3% – 120.5% vs Q4 FY2025
Capital Expenditures for Q4 are expected to be in the range of $30 million-$50 million.
SMCI · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-06 04:01:18 UTC695Mmaintained11.3% vs Q4 FY2025
The company's projections for Q4 FY 2026 GAAP and non-GAAP diluted net income per common share assume a GAAP tax rate of 19.4%, a non-GAAP tax rate of 20.4%, and a fully diluted share count of 695 million shares for GAAP and 712 million shares for non-GAAP.
SMCI · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-05 20:09:17 UTC695Mnew11.3% vs Q4 FY2025
The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 19.4% and 20.4%, respectively, and a fully diluted share count of 695 million shares for GAAP and fully diluted share count of 712 million shares for non-GAAP.
SMCI · EX-99.1 · Q3 FY2026
2026-05-05 20:08:27 UTCOpen source
2026-05-06 04:01:18 UTC712Mmaintained
The company's projections for Q4 FY 2026 GAAP and non-GAAP diluted net income per common share assume a GAAP tax rate of 19.4%, a non-GAAP tax rate of 20.4%, and a fully diluted share count of 695 million shares for GAAP and 712 million shares for non-GAAP.
SMCI · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-05 20:09:17 UTC712Mnew
The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 19.4% and 20.4%, respectively, and a fully diluted share count of 695 million shares for GAAP and fully diluted share count of 712 million shares for non-GAAP.
SMCI · EX-99.1 · Q3 FY2026
2026-05-05 20:08:27 UTCOpen source
2026-05-06 04:01:18 UTC19.4%maintained1040 bps vs Q4 FY2025
The company's projections for Q4 FY 2026 GAAP and non-GAAP diluted net income per common share assume a GAAP tax rate of 19.4%, a non-GAAP tax rate of 20.4%, and a fully diluted share count of 695 million shares for GAAP and 712 million shares for non-GAAP.
SMCI · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-05 20:09:17 UTC19.4%new1040 bps vs Q4 FY2025
The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 19.4% and 20.4%, respectively, and a fully diluted share count of 695 million shares for GAAP and fully diluted share count of 712 million shares for non-GAAP.
SMCI · EX-99.1 · Q3 FY2026
2026-05-05 20:08:27 UTCOpen source
2026-05-06 04:01:18 UTC20.4%maintained
The company's projections for Q4 FY 2026 GAAP and non-GAAP diluted net income per common share assume a GAAP tax rate of 19.4%, a non-GAAP tax rate of 20.4%, and a fully diluted share count of 695 million shares for GAAP and 712 million shares for non-GAAP.
SMCI · transcript · Q3 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-05 20:09:17 UTC20.4%new
The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 19.4% and 20.4%, respectively, and a fully diluted share count of 695 million shares for GAAP and fully diluted share count of 712 million shares for non-GAAP.
SMCI · EX-99.1 · Q3 FY2026
2026-05-05 20:08:27 UTCOpen source