What is Super Micro Computer's latest dividend and current dividend yield?

What is the market's earnings forecast for Super Micro Computer next quarter?

Did Super Micro Computer beat or miss consensus estimates last quarter?

What is Super Micro Computer's gross profit margin?

What does Super Micro Computer do and what are its main business segments?

What guidance did Super Micro Computer's management provide for the next earnings period?

What factors drove the changes in Super Micro Computer's revenue and profit?

What is the revenue and EPS growth rate for Super Micro Computer year over year?

- **Revenue growth acceleration**: FY2026 guidance raised to $36 billion, driven by $13 billion in AI GPU platform orders and DCBBS adoption.
- **AI leadership solidified**: NVIDIA Blackwell Ultra and B300 platforms dominate, with backlogs exceeding $13 billion.
- **DCBBS profitability**: Targeting 20%+ gross margins for data center infrastructure solutions, with initial shipments to key customers.
- **Global scale investment**: $52M in new manufacturing capacity to support 6,000 racks/month by end of FY2026.
- **Gross margin recovery path**: Short-term Q2 FY2026 decline expected, but long-term 15%-16% target remains achievable with DCBBS growth.

**【CEO Summary Section】**
- Q1 FY2026 revenue: $5 billion (down 15% YoY, down 13% QoQ) due to delayed shipments of $1.5 billion in AI GPU racks.
- Record new orders: $13 billion, driven by NVIDIA Blackwell Ultra and B300 platforms with backlogs exceeding $13 billion.
- DCBBS (Data Center Building Block Solution) launched, with initial shipments to key customers and expected rapid growth.
- Global expansion: New facilities in Taiwan, Netherlands, Malaysia, and Middle East to support 6,000 racks/month (3,000 DLC racks) by end of FY2026.
- Full year revenue guidance raised to $36 billion (from $33 billion), with Q2 FY2026 revenue expected to be at least $10.5 billion.

**【CFO Financial Commentary】**
- GAAP net income: $420 million; Non-GAAP EPS: $0.35 (vs. guidance of $0.40-$0.52).
- Gross margin: 9.5% (Q1 FY2026), expected to decline 300bps in Q2 due to new product ramps and customer support investments.
- Operating expenses: $203 million (non-GAAP, down 15% QoQ) due to lower R&D and marketing expenses.
- Cash flow: -$918 million (operating cash outflow) due to higher inventory and receivables.
- FY2026 outlook: Net sales of at least $36 billion, with GAAP EPS guidance of $0.37-$0.45 for Q2.

**【Q&A Key Highlights】**
- **Order pipeline**: $13 billion in new orders, driven by NVIDIA Blackwell Ultra and AMD MI350 platforms. 2 customers account for >10% of revenue.
- **Gross margin trends**: Q2 FY2026 gross margin expected to decline due to new product ramps, but long-term target of 15%-16% remains intact.
- **DCBBS impact**: DCBBS solutions target 20%+ gross margins, with initial shipments to large accounts and rapid adoption expected.
- **Capacity expansion**: $52M in new manufacturing capacity, with 6,000 racks/month (3,000 DLC) by end of FY2026.
- **Customer feedback**: DCBBS welcomed for faster deployment, cost savings, and improved efficiency. Large CSPs and enterprises driving demand.


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