Super Micro Computer, Inc. (NASDAQ: SMCI) today announced revised preliminary results for its fiscal first quarter ended September 30, 2025, citing customer order delays that shifted certain expected shipments into the company’s second fiscal quarter.
Super Micro now expects revenue of approximately $5 billion for the first quarter, compared with its previous guidance range of $6 billion to $7 billion issued in July. Analysts surveyed by FactSet had forecast $6.49 billion.
The company attributed the shortfall to timing changes related to new design wins and system upgrades requested by customers, emphasizing that the underlying demand environment remains strong.
“We see customer demand accelerating, and we are gaining AI share,” said Charles Liang, President and Chief Executive Officer of Super Micro. “Our newly released AI liquid-cooled systems are generating strong customer interest, and we expect to make up the revenue shortfall in the second quarter as these delayed orders begin shipping.”
Despite the temporary impact, Super Micro reaffirmed its full-year revenue outlook of at least $33 billion, above Wall Street’s current consensus estimate of $31.94 billion, and said it remains confident in its growth trajectory across high-performance computing and artificial intelligence segments.
Super Micro reported recent design wins totaling more than $12 billion, with customers requesting delivery beginning in the second quarter. The company said demand remains robust for its latest AI-optimized systems, including those built around NVIDIA GB300, B300, RTX Pro, and AMD 355X LC architectures.
The company continues to expand its leadership in liquid-cooling technologies, which improve energy efficiency and performance for large-scale AI deployments. Shares of Super Micro Computer (NASDAQ: SMCI) opened Thursday’s session down approximately 3.3% at $50.80, following the announcement of the revised quarterly forecast. At the time of publishing, shares are down -8%.
About Super Micro Computer, Inc.
Super Micro Computer, Inc. (NASDAQ: SMCI) is a global leader in high-performance computing, storage, and networking solutions optimized for AI, cloud, enterprise, and edge applications. Founded in 1993 and headquartered in San Jose, California, Super Micro designs and manufactures advanced server technology, including liquid-cooled and energy-efficient systems built for modern data centers and next-generation computing workloads.
At the time of publishing, Stocks.News does not hold positions in companies mentioned in the article.
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