Super Micro Computer, Inc. · SMCI · Next earnings

Super Micro Computer, Inc. reports Tuesday, Feb 2, 2027

SMCI reports after market close with consensus EPS at $1.06 and revenue at $19.60B. Last quarter: Super Micro Raises FY27 Revenue Outlook After Record Q1

Reports After market close89 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.06 Calendar consensus
Consensus revenue $19.60B Calendar consensus
Report date Feb 2, 2027 Tuesday, date estimated
Session After market close 89 days away

Where SMCI left off: FY2027 Q1

Full report

Super Micro Raises FY27 Revenue Outlook After Record Q1

EPS surprise +47.2% Reported $1.81 vs $1.23
Revenue surprise +13.8% Reported $19.95B vs $17.53B
Stock move -4.2% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised FY27 revenue guidance from $65–72 billion to $72–82 billion. The supplied analysis describes the outlook as raised despite ongoing component shortages.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Key component shortages, including GPUs and other semiconductors, could constrain delivery.
  • One customer accounted for 44% of Q1 revenue, creating significant concentration exposure.
  • The sustainability of gross-margin performance remains uncertain as product mix changes.
  • Macroeconomic uncertainty could affect data-center construction; component pricing may also be volatile.

Questions analysts left open

  • How durable gross margins will be as AI mix shifts.
  • How deferred revenue and catch-up deliveries affect subsequent guidance.
  • The extent and duration of component shortages.
  • Exposure to a small number of large customers and the timing of CPU-based solution opportunities.

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Recent SMCI quarters

All SMCI earnings
-4.2%FY2027 Q1+19.0%FY2026 Q4+24.5%FY2026 Q3+13.8%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.