Super Micro Computer, Inc.: Beat — EPS $1.81, Revenue $19.95B
Earnings BeatQ1 2027 · After-market
Did Super Micro Computer, Inc. (SMCI) beat earnings today?
Yes, Super Micro Computer, Inc. (SMCI) beat Wall Street analyst expectations for Q1 2027, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+47.15% surprise
$1.81Actual
Expected: $1.23
vs. year ago +417.1%
Total Revenue+22.67% surprise
$19.95BActual
Expected: $16.26B
vs. year ago +297.5%
Released Nov 03 · 4:05 PM ET
Earning Report
| Metric | Q1 FY27 | Q1 FY26 | YoY Change % |
|---|---|---|---|
| Net sales | $19.95B | $5.02B | +297.5 |
| Net income | $1.59B | $168.28M | +847.3 |
| GAAP Basic EPS | $1.92 | $0.28 | +585.7 |
| GAAP Diluted EPS | $1.75 | $0.26 | +573.1 |
| Non-GAAP Basic EPS | $2.03 | $0.40 | +407.5 |
| Non-GAAP Diluted EPS | $1.81 | $0.35 | +417.1 |
Financial Outlook / Guidance
| Metric | Q2 FY27 Outlook | FY27 Outlook | ||
|---|---|---|---|---|
| Guidance | Expected | Guidance | Expected | |
| Net sales | $19.5B-$21.5B | $17.51BBeat +17.08% | $72.0B-$82.0B | $70.27BBeat +9.58% |
| GAAP net income per diluted share | $1.59-$1.83 | — | — | — |
| Non-GAAP net income per diluted share | $1.66-$1.90 | $1.14Beat +56.14% | — | — |
| Fully diluted share count (GAAP) | 753M shares | — | — | — |
| Fully diluted share count (Non-GAAP) | 769M shares | — | — | — |
| Stock-based compensation expense | ~$89M (net of related tax effects of $22M | — | — | — |
Q2 FY27 Outlook
- Net sales
- Guidance$19.5B-$21.5BExpected$17.51BBeat +17.08%
- GAAP net income per diluted share
- Guidance$1.59-$1.83Expected—
- Non-GAAP net income per diluted share
- Guidance$1.66-$1.90Expected$1.14Beat +56.14%
- Fully diluted share count (GAAP)
- Guidance753M sharesExpected—
- Fully diluted share count (Non-GAAP)
- Guidance769M sharesExpected—
- Stock-based compensation expense
- Guidance~$89M(net of related tax effects of $22MExpected—
FY27 Outlook
- Net sales
- Guidance$72.0B-$82.0BExpected$70.27BBeat +9.58%
- GAAP net income per diluted share
- Guidance—Expected—
- Non-GAAP net income per diluted share
- Guidance—Expected—
- Fully diluted share count (GAAP)
- Guidance—Expected—
- Fully diluted share count (Non-GAAP)
- Guidance—Expected—
- Stock-based compensation expense
- Guidance—Expected—
Business Highlights
- ➤DCBBS supports deployments from gigawatt-scale datacenters to single-container PODs.
- ➤Expanded software, proactive service, and networking solutions complement DCBBS.
- ➤Pursuing key enterprise partnerships to support AI infrastructure deployments.
- ➤Expanding global production capacity for AI infrastructure.
- ➤Products are designed and manufactured in the US, Taiwan, Malaysia, and Netherlands.
- ➤Portfolio supports Enterprise, Cloud, AI, and 5G/Edge IT infrastructure.
- ➤Systems offer air-conditioned, free-air, and liquid-cooling options.
- ➤Server Building Block Solutions enable workload-specific configurations across compute, storage, networking, power, and cooling.
Management Commentary
Charles Liang, Founder, President, and CEO
“Supermicro’s transformation into a Total AI and IT Datacenter Solution provider continues to accelerate, delivering record revenue of $19.9 billion for the first quarter fiscal 2027. DCBBS is driving significant value for our customers—from gigawatt-scale datacenters down to single-container PODs—which, including our expanding software, proactive service, and networking solutions, is enhancing profitability and long-term shareholder value. Through key enterprise partnerships and expanding global production capacity, we are making AI infrastructure faster to deploy, superior up-time and more cost-effective for our customer base.”