Super Micro Trims 1Q Forecast on Order Delays

Dow Jones

Oct 23

By Connor Hart

Super Micro Computer cut its revenue outlook for its fiscal first quarter after some customers delayed taking delivery of their orders.

The server-and-storage provider now expects revenue of about $5 billion for the three months ended Sept. 30, down from its prior outlook of $6 billion to $7 billion. Analysts surveyed by FactSet had forecast $6.49 billion.

Chief Executive Charles Liang said the company expects to make up the shortfall later in the year as the delayed orders shift into the second quarter.

"We see customer demand accelerating, and we are gaining AI share," Liang said, highlighting strong interest in Super Micro's newly released artificial-intelligence liquid-cooled systems.

The company reaffirmed its full-year revenue target of at least $33 billion, above Wall Street's estimate of $31.94 billion.

Shares opened Thursday's session down 3.3% at $50.80.

Write to Connor Hart at connor.hart@wsj.com

(END) Dow Jones Newswires

October 23, 2025 09:42 ET (13:42 GMT)

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