超微电脑Super Micro Computer, Inc（SMCI）2026财年第一季度业绩报告「NASDAQ」（英文版）（11页）.pdf

1、 Exhibit 99.1 Supermicro Announces First Quarter Fiscal Year 2026 Financial Results SAN JOSE,Calif.-November 4,2025-(BUSINESS WIRE)-Super Micro Computer,Inc.(NASDAQ:SMCI)(“Supermicro”or the“Company”),a Total IT Solution Provider for AI,Cloud,Storage,and 5G/Edge,today announced unaudited financial re

2、sults for its first quarter of fiscal year 2026 ended September 30,2025.First Quarter Fiscal Year 2026 Highlights Net sales of$5.0 billion versus$5.8 billion in Q425 and$5.9 billion in Q125 Gross margin of 9.3%versus 9.5%in Q425 and 13.1%in Q125 Net income of$168 million versus$195 million in Q425 a

3、nd$424 million in Q125 Diluted net income per common share of$0.26 versus$0.31 in Q425 and$0.67 in Q125 Non-GAAP diluted net income per common share of$0.35 versus$0.73 in Q125 Cash flow used by operations for Q126 of$918 million and capital expenditures of$32 million “Powered by DCBBS,Supermicro is

4、 expanding/transforming into a leading AI and datacenter infrastructure company,delivering total solutions that simplify deployment,accelerate time-to-market,and reduce TCO,said Charles Liang,Founder,President and CEO of Supermicro.“With a rapidly expanding order book,including more than$13B in Blac

5、kwell Ultra orders,we expect at least$36 billion in revenue for fiscal year 2026.”The Non-GAAP gross margin for the first quarter of fiscal year 2026 was 9.5%with adjustments for stock-based compensation expenses of$7 million.The Non-GAAP diluted net income per common share for the first quarter of

6、fiscal year 2026 was$0.35.As of September 30,2025,total cash and cash equivalents was$4.2 billion and total bank debt and convertible notes were$4.8 billion.Business Outlook The Company expects net sales of$10.0 billion to$11.0 billion for the second quarter of fiscal year 2026 ending December 31,20