Super Micro’s revenue increased 7.5% during the quarter. Net income of $195.2 million, or 31 cents per share, was down from $297.2 million, or 46 cents per share, in the same quarter a year ago, partly because of impact from tariffs on goods imported into the U.S.

For the current quarter, Super Micro called for 40 cents to 52 cents in adjusted earnings per share on $6 billion to $7 billion in revenue for the fiscal first quarter. For the 2026 fiscal year, Super Micro sees at least $33 billion in revenue, above consensus estimates of $29.94 billion.

Super Micro saw surging demand starting in 2023 for its data center servers packed with Nvidia chips for handling AI models and workloads. The weaker earning results reflect that the tariffs imposed by US administration is having negative impact on Super Micro, although company has proactively taken measures to reduce the impact.

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