$SMCI Super Micro Computer Q4 Update
- Sees Q4 rev. near low end of $11B to $12.5B range
- Sees GAAP and non-GAAP gross margin 15% to 17%, vs. prior guidance 8.2% to 8.4%
- gross margin above prior guidance due to favorable customer and product mix
- Backlog rose to record levels at end of FY2026
- Received over $60B of new orders during Q4 FY2026
- Expects new orders to be delivered over future quarters