[DEVELOPING] Supermicro reports $19.9B fiscal Q1 revenue, guides fiscal 2027 to $72–82B
Supermicro reported record fiscal Q1 2027 revenue of $19.9B, up from $11.1B the prior quarter, with GAAP gross margin of 12.7% versus 17.5% the prior quarter. It guided fiscal Q2 to $19.5–21.5B and fiscal 2027 to $72–82B. Together with AMD, the release adds server-level AI demand data after the Nov 2 selloff, and the Motley Fool reported the stock surged after the bell; still to watch is gross-margin compression as revenue scales.