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Supermicro CFO says Q4 gross margins improved sequentially due to better than expected customer and product mix, including deferral of contracts to Q1 2027

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Supermicro shares rose as Q4 gross margins hit 17.5%, driven by a shift toward high-value enterprise customers and a record $60B+ order backlog, despite ongoing regulatory investigations.

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Says: - CFO says had nine customers with revenue above USD 1bln each in FY26 vs. four in FY25, with Q4 demand increasing from enterprise and channel customers upgrading computes, storage and network infrastructure.

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