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Super Micro misses quarterly revenue estimates, shares fall
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Super Micro misses quarterly revenue estimates, shares fall
Nov 4, 2025 1:29 PM

(Reuters) -Super Micro Computer ( SMCI ) missed Wall Street estimates for first-quarter revenue on Tuesday, hit by a shift in customer delivery schedules for large artificial intelligence deals.

Shares of the San Jose, California-based company, which are up more than 66% this year, fell 6% in extended trading.

Super Micro had last week said that "design win upgrades" pushed some expected first-quarter revenue to the second quarter.

It posted first-quarter revenue of $5 billion, missing analysts' average estimate of $6 billion, according to data compiled by LSEG.

However, Super Micro forecast second-quarter revenue in the range of $10 billion to $11 billion, above analysts' average estimate of $7.83 billion.

(Reporting by Juby Babu in Mexico City; Editing by Sriraj Kalluvila)

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