Super Micro Preannounces $18.5B–$19.5B Fiscal Q1, Beating Guidance by $4B on AI Server Demand

Super Micro preannounced fiscal Q1 revenue of $18.5B–$19.5B versus prior guidance of $14.5B–$15.5B and the ~$15B analyst consensus, citing 'increased demand for AI platforms.' Gross margin lands at 12.0–12.5% versus 10.4–10.8% guidance on better customer/product mix. SMCI jumped 11%+ after hours; the full earnings call is set for Nov 3.