Overview
- Revenue came in at $5.02 billion and adjusted EPS at $0.35, both below estimates that had called for roughly $6 billion and $0.40.
- The company guided second‑quarter revenue to $10 billion–$11 billion and raised full‑year sales targets to at least $36 billion.
- Shares fell about 8%–10% in extended and premarket trading following the report.
- Gross margin hovered near 9.3%–9.5% as management acknowledged a large, lower‑margin design win and the added complexity of new GPU rack builds.
- Super Micro pointed to a sizable Nvidia‑linked order book, including reported GB300 demand around $13 billion, as analysts flagged six straight quarterly misses and ongoing profit‑margin risks.