Super Micro Computer, Inc. (NASDAQ:SMCI) ("Supermicro" or the "Company"), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, featuring Data Center Building Block Solutions® (DCBBS), today is providing a preliminary business update for the fourth quarter of fiscal year 2026 (Q4’26), ended June 30, 2026, and schedules earnings call for August 11th at 5pm EDT.

  • Revenues for the fourth quarter of fiscal year 2026 are estimated to be near the low end of our guidance of $11.0 billion to $12.5 billion.
  • GAAP and non-GAAP gross margins are estimated to be in the range of 15% to 17% which is significantly higher than our guidance of 8.2% to 8.4%, primarily due to a favorable customer and product mix.
  • Backlog rose to record levels at the end of fiscal 2026 with total new orders in excess of $60 billion received during the fourth quarter of fiscal 2026. These new orders are expected to be delivered over future quarters.