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超微电脑Super Micro Computer, Inc(SMCI)2026财年第一季度财务业绩演示报告「NASDAQ」(英文版)(15页).pdf

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1、November 4,2025FQ1 2026 Results2DisclosuresCautionary Statement Regarding Forward Looking StatementsStatements contained in this press release that are not historical fact may be forward looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securit

2、ies Exchange Act of 1934.These forward-looking statements can be identified by the use of forward-looking terminology such as“anticipate,”“believe,”“continue,”“could,”“estimate,”“expect,”“may,”plan,”“seek,”“should,”“will,”“would”“optimistic”or similar expressions and the negatives of those terms.Suc

3、h forward looking statements may include statements regarding,among other things,guidance for the second quarter of fiscal year 2026 and updated full year fiscal 2026 guidance,expectations that additional customer commitments will be secured in the upcoming quarters of fiscal year 2026,meeting the C

4、ompanys long-term targets and capitalizing on the growing market opp ortunity in the long-term,and our progressing leadership in DCBBS,DLC and AI technology.Such forward looking statements do not constitute guarantees of future performance and are subject to a variety of risks and uncertainties that

5、 could cause our actual results to differ materially from those anticipated,including:(i)our quarterly operating results may fluctuate,(ii)as we increasingly target larger customers and larger sales opportunities,our customer base may become more concentrated,our cost of sales may increase,our margi

6、ns may be lower and our sales may become less predictable for a variety of reasons,many of which are not in our control,(iii)the average sales prices for our server solutions could decline if customers do not continue to purchase our latest generation products or additional components,and(v)adverse

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- Supermicro发布2026财年第一季度业绩,收入50.18亿美元,同比增长13%,环比增长15%。 - 非GAAP毛利率为9.5%,环比下降10个基点,同比下降360个基点。 - 非GAAP每股收益为0.35美元,环比增长0.06美元,同比下降0.38美元。 - 预计第二季度收入为100-110亿美元,GAAP摊薄每股收益为0.37-0.45美元,非GAAP摊薄每股收益为0.46-0.54美元。 - 全年预期收入至少为360亿美元。 - Supermicro在数据中心构建块解决方案(DCBBS)、AI和AI存储方面取得进展。 - 扩大全球制造足迹,包括在马来西亚、美国和中国的制造设施。
"2026年Q1业绩亮点揭秘" "Supermicro AI产品引领市场" "全球制造扩张,Supermicro未来可期"
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