Super Micro reports nine customers with revenue above $1B in FY26, up from four last year

Supermicro Q4 FY2026 earnings: margins surge, fiscal 2027 guidance tops estimates

Supermicro projects $65-72B FY2027 revenue vs $54.4B consensus, with Q4 gross margin at 17.5%. Enterprise customer mix and margin expansion signal AI infrastructure demand inflection; Supermicro gains pricing power in custom-server market for data center capex.