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Super Micro posts $19.95B quarterly revenue, up 298% year over year

11/04/2026 — 11/04, 06:18·1 sources (all)·1 reports (all)

Key takeaways

  • Super Micro reported first-quarter revenue of $19.95 billion, up 298% year over year and above the $16.39 billion analysts expected, driven…

Background & analysis

According to a Techmeme item on November 4, 2026, citing Reuters, Super Micro Computer (SMCI.O) reported first-quarter revenue of $19.95B, up 298% YoY and ahead of the $16.39B estimate, with strong demand for its AI-optimized servers cited as the main driver. The same coverage adds that the company forecast second-quarter revenue above Wall Street estimates, and that its shares jumped more than 7% in after-hours trading following the earnings release. The materials do not specify the exact fiscal quarter start and end dates, nor the precise timing of the results announcement or any earnings call. As a single-source item, no other reports have been received so far, so this overview reflects only what this one piece states.

AI-generated from 1 reports · updated 2 days ago

24-hour heatHeat index 26 · peak 53 · 23h ago
24 hours agonow

Reports on this story headlines open the original

Nov 4
  1. Super Micro reported $19.95 billion in revenue for its first quarter, up 298% year over year and above the $16.39 billion analysts expected, as demand for its AI-optimized servers lifted sales. The company also guided second-quarter revenue above Wall Street estimates, and its shares rose more than 7% after hours, Reuters reported.

    TechmemeAI score 54

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