Supermicro's quarterly revenue hit a record high of $12.7 billion, with full-year revenue expected to exceed $40 billion.

By: QIN 5 days ago

Supermicro recently announced its unaudited financial results for the second quarter of fiscal year 2026 (ending December 31, 2025). The report shows that the company achieved a significant leap in quarterly revenue.

In this fiscal quarter, Supermicro's net sales surged to $12.7 billion, a 154% increase sequentially from $5 billion in the previous quarter; and a year-over-year increase of approximately 122.8% compared to $5.7 billion in the same period last year. The core drivers of this leap in growth were strong global demand for AI-optimized servers and the increasing penetration of enterprise computing solutions in data centers and cloud customers, with economies of scale beginning to emerge.

Regarding profitability, although the gross margin temporarily adjusted to 6.3% due to rapid expansion and changes in the product mix (compared to 11.8% in the same period last year and 9.3% in the previous quarter), the company still recorded strong net profit growth. Net profit for the fiscal quarter reached $400 million, a sequential increase of approximately 139% and a year-over-year increase of approximately 25% (compared to $321 million in the same period last year). Based on strong order momentum and robust market demand for AI solutions, Supermicro has provided optimistic guidance for near-term and full-year results. The company expects net sales of at least $12.3 billion for the third quarter of fiscal year 2026 (ending March 31, 2026). Simultaneously, the company has raised its net sales guidance for the full fiscal year 2026 to at least $40 billion.

This quarter's significant growth was primarily driven by strong global demand for AI-optimized servers and the accelerated penetration of enterprise computing solutions in data center and cloud customers. Supermicro effectively capitalized on market opportunities with its leading product base in AI server and storage technologies. Furthermore, its long-standing customer relationships and continuously expanding global manufacturing footprint provided crucial support for rapid response to demand and large-scale delivery.

The company is driving continued improvement in operational and financial execution through its unique Data Center Building Blocks (DCBBS) solution. This model helps customers deploy and scale AI and enterprise IT infrastructure with greater efficiency, a lower carbon footprint, and a more optimized total cost of ownership.