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Delivery delays impact Q1 earnings report Supermarket plunged more than 9% after the close

9:09am, 9 November 2025    Tech

Super Micro Computer, a major American server manufacturer, announced its latest financial report on November 4. Due to delayed delivery, its first-quarter revenue and profit fell short of Wall Street expectations, and its stock price plummeted by more than 9% after the market closed.

According to Supermicro’s financial report released on the 4th, in the first quarter of the 2026 fiscal year (as of September 30, 2025), revenue fell by 15% to US$5.02 billion, which was lower than the US$6 billion expected by LSEG analysts; net profit shrank to US$168.3 million (i.e., earnings per share) of US$0.26, halved from US$424.3 million (i.e., US$0.67 per share) in the same period last year.

Adjusted earnings per share were US$0.35, which was also lower than the US$0.40 expected by the LSEG survey.

(Source: Supermicro)

Supermicro CEO Liang Jianhou stated in the earnings conference call that the decline in revenue in the first quarter was mainly due to an urgent design modification by a major customer. The new GPU cabinet involved complex integration, testing and verification procedures, resulting in a delay in shipment of approximately US$1.5 billion in orders, and related revenue must be deferred to the second quarter financial report.

However, Supermicro emphasized that overall order visibility remains strong, with orders on hand for GB30 servers equipped with NVIDIA's latest Blackwell Ultra architecture exceeding US$13 billion.

Looking to the future, Supermicro is optimistic that the demand for AI server cabinets will continue to be strong. Second-quarter revenue is expected to reach US$10 billion to US$11 billion, higher than the average analyst estimate of US$7.83 billion. The full-year revenue target has also been raised from the original expected US$33 billion to US$36 billion, demonstrating growth confidence.

Yahoo Finance quotations show that Supermicro’s stock price fell 6.60% to close at US$47.40 in normal trading on November 4, and then fell 9.28% to US$43.00 after the market opened.



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