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Super Micro Computer (SMCI) announces Q4 26 prelim update: Revenue near low end of USD 11.0-12.5bln, gross margin 15-17% (exp. 8.2-8.4%)

StockNow breaking-news AI analysis

SMCI reported a significant gross margin beat (15-17%) despite revenue at the low end of guidance, while managing record backlog and an ongoing independent review of export-control issues.

News detail

Attributes gross margin beat to favorable product, customer mix. Booked over USD 60bln in new orders in Q4; backlog at record high.  Board conducting independent review regarding export-control issues. To report final Q4 FY26 results, hold earnings call Aug 11

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