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Super Micro Computer reported June quarter results that sent shares up 19% on a profit beat, but the margin improvement won't last. Adjusted earnings of $1.70 per share nearly doubled analyst expectations of 92 cents, whilst revenue of $11.1 billion, up 93% year-over-year, slightly missed forecasts. The surprise came from gross margin hitting 17.6% against guidance of 8.2% to 8.4%. However, this resulted from customer readiness delays that shifted the product mix. OEM appliance and large data centre revenue fell 26% sequentially as high-volume, low-margin GPU work was deferred, whilst higher-margin enterprise and channel revenue nearly doubled. For September, management guided gross margin back down to 10.4% to 10.8% as deferred contracts return. The company expects revenue of $14.5 billion to $15.5 billion and targets $65 billion to $72 billion for fiscal 2027.

Lenovo profit breaks the billion-dollar mark. Wallstreet Online Thursday, 13.08.2026, 10:23 Lenovo increases revenue to $26.94 billion thanks to the AI boom and robust PC demand, clearly exceeding expectations. Adjusted profit doubles. Lenovo gets tailwind from the boom in AI hardware and from the effects of the global shortage of memory chips. Revenue rose to $26.94 billion by the end of June. Analysts had on average only expected $22.3 billion. The electronics group benefited from demand driven by artificial intelligence and robust PC sales. It was the strongest quarterly revenue growth in five years. AI-related revenues increased by 60 percent year-on-year to $9.3 billion, thus accounting for 35 percent of total revenue. Lenovo's stock had already reached a record high on Thursday before the figures were announced. This brought the cumulative share price gains since the beginning of the year to about 225 percent. After the results were published, the stock rose by about 20 percent in early trading on Thursday. US competitors Dell, Hewlett Packard and Super Micro also count among the strong performers on Wall Street this year. However, they have raised their prices by 10 to 30 percent due to the sharply increased costs for NAND and DRAM memory chips. Lenovo's business with PCs, tablets and smartphones, which accounts for around 64 percent of total revenue, increased sales by 27 percent year-on-year in the reporting period. Lenovo was able to reach and exceed the billion mark. Adjusted net profit in the quarter, which excludes one-time items and non-cash charges, doubled to $1.075 billion. For the first time, the billion mark was reached and exceeded. Lenovo maintained its leading position in the PC market in the second quarter and achieved a market share of 25.6 percent. The server business with AI is developing particularly strongly. According to the business report, Lenovo's order backlog for AI servers reached $54 billion, an increase of 157 percent compared to the previous quarter. This is driven by strong demand from hyperscalers, AI cloud providers and corporate customers. By: Krischan Orth The original version of this article "Earnings Lenovo breaks the billion mark for the first time" comes from Wallstreet Online.

Super Micro Computer reported fiscal Q4 revenue of $11.1 billion, missing analyst expectations of $11.55 billion. Despite the shortfall, shares surged 7% in extended trading and 19% the following day. The rally stemmed from management's fiscal 2027 revenue guidance of $65 billion to $72 billion, approximately $16 billion above Wall Street's $52.5 billion consensus at the midpoint. The quarter showed strong year-over-year growth, with revenue up 93% from $5.8 billion. Gross margin jumped to 17.5% from 9.9% in the prior quarter, driving net income to $1,178 million, six times higher than last year. The company received over $60 billion in new orders during Q4. However, results remain preliminary pending financial closing procedures and an ongoing board review of export-control matters.