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Super Micro reported fiscal first-quarter sales of $19.9 billion, against $5.0 billion a year earlier and a $16.39 billion estimate, and net income of $1.59 billion.
It forecast $19.5 billion to $21.5 billion for the December quarter and $72 billion to $82 billion for the fiscal year, and the shares rose more than 7% . The midpoint of that quarterly forecast is about 3% above the quarter just ended. Gross margin was 12.7%, up from 9.3%.
Arista reported $3.66 billion, up 58.5%, against of about $3.3 billion, and forecast $3.9 billion to $4.0 billion for the fourth quarter. Its was 63.6%.
The two sit in the same AI racks, and the server assembler keeps about a fifth of what the switch maker keeps from each dollar of sales.
Super Micro's revenue quadruples to $19.9 billion, and Arista beats on AI networking
Super Micro reported fiscal first-quarter sales of $19.9 billion, against $5.0 billion a year earlier and a $16.39 billion estimate, and net income of $1.59 billion. It forecast $19.5 billion to $21.5 billion for the December quarter and $72 billion to $82 billion for the fiscal year, and the shares rose more than 7% after hours. The midpoint of that quarterly forecast is about 3% above the quarter just ended. Gross margin was 12.7%, up from 9.3%.
Arista reported $3.66 billion, up 58.5%, against guidance of about $3.3 billion, and forecast $3.9 billion to $4.0 billion for the fourth quarter. Its gross margin was 63.6%. The two sit in the same AI racks, and the server assembler keeps about a fifth of what the switch maker keeps from each dollar of sales. SourcesAAB
Sources
- ASupermicro Announces First Quarter of Fiscal Year 2027 Financial Resultsir.supermicro.com
- AArista Q3 2026 earnings release (8-K exhibit)sec.gov
- BSuper Micro forecasts quarterly revenue above estimates (Reuters, refused the fetcher; estimate and share move from Techmeme's summary)reuters.com
This story ran in the Afternoon Brief of November 3rd 2026.