Super Micro Computer press release (SMCI): Q1 Non-GAAP EPS of $0.35 misses by $0.04.
Revenue of $5B (-15.3% Y/Y) misses by $800M.
The Company expects net sales of $10.0 billion to $11.0 billion vs $7.93B consensus for the second quarter of fiscal year 2026 ending December 31, 2025, GAAP net income per diluted share of $0.37 to $0.45 and non-GAAP net income per diluted share of $0.46 to $0.54 vs $0.62 consensus. The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 15.6% and 16.8%, respectively, and a fully diluted share count of 666 million shares for GAAP and fully diluted share count of 680 million shares for non-GAAP.
