Supermicro reported Q1 FY2027 revenue of $19.9B (+298% YoY); Astera Labs posted Q3 revenue of $584.9M (+154% YoY).
Supermicro forecast FY2027 revenue of $72B–$82B and reported adjusted earnings per share of $1.81. Astera Labs reported adjusted earnings per share of $1.32, above a $1.19 estimate, and forecast Q4 revenue of $730M–$750M.
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@earnings_guy$ALAB (Astera Labs) #earnings are out:
@wallstengineASTERA LABS $ALAB Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $584.9M (Est. $551M) 🟢; +154% YoY 🔹 Adj. EPS: $1.32 (Est. $1.19) 🟢; +169% YoY 🔹 Non-GAAP Oper Income: $261.6M (Est. $233M) 🟢 Q4 Guide: 🔹 Revenue: $730M-$750M (Est. $656M) 🟢 🔹 Adj. EPS: $1.62-$1.66 (Est. $1.42) 🟢 🔹 Non-GAAP Gross Margin: 72% (Est. 71.1%) 🟢 Other Q3 Metrics: 🔹 Non-GAAP Gross Margin: 72.4% (Est. 71.9%) 🟢; -400 bps YoY 🔹 Non-GAAP Operating Income: $261.6M 🔹 Non-GAAP Operating Margin: 44.7%; +300 bps YoY Announcements: 🔹 Scorpio: 320-lane fabric switch became largest product family 🔹 Aries 7: connectivity reach extends to 50+ meters 🔹 Orion: six reference designs; scales from 8 to 160 accelerators 🔹 Leo X-Series: up to 62% faster time-to-first-token; 22% more tokens/sec Comments: 🔸 “Design activity accelerated with wins across a broad set of programs and applications at multiple customers.” 🔸 “The expansion of our intelligent connectivity platform and new design wins position us to strongly grow our dollar content per accelerator and further increase our total market opportunity.”
@Analysistock$SMCI Q1 2027 Earnings: 🟢 Revenue of $19.95B, beat $16.16B estimate 🟢 EPS (Adjusted) of $1.81, beat $1.20 estimate@earnings_guy$ALAB (Astera Labs) #earnings are out:@wallstengineASTERA LABS $ALAB Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $584.9M (Est. $551M) 🟢; +154% YoY 🔹 Adj. EPS: $1.32 (Est. $1.19) 🟢; +169% YoY 🔹 Non-GAAP Oper Income: $261.6M (Est. $233M) 🟢 Q4 Guide: 🔹 Revenue: $730M-$750M (Est. $656M) 🟢 🔹 Adj. EPS: $1.62-$1.66 (Est. $1.42) 🟢 🔹 Non-GAAP Gross Margin: 72% (Est. 71.1%) 🟢 Other Q3 Metrics: 🔹 Non-GAAP Gross Margin: 72.4% (Est. 71.9%) 🟢; -400 bps YoY 🔹 Non-GAAP Operating Income: $261.6M 🔹 Non-GAAP Operating Margin: 44.7%; +300 bps YoY Announcements: 🔹 Scorpio: 320-lane fabric switch became largest product family 🔹 Aries 7: connectivity reach extends to 50+ meters 🔹 Orion: six reference designs; scales from 8 to 160 accelerators 🔹 Leo X-Series: up to 62% faster time-to-first-token; 22% more tokens/sec Comments: 🔸 “Design activity accelerated with wins across a broad set of programs and applications at multiple customers.” 🔸 “The expansion of our intelligent connectivity platform and new design wins position us to strongly grow our dollar content per accelerator and further increase our total market opportunity.”@Analysistock$SMCI Q1 2027 Earnings: 🟢 Revenue of $19.95B, beat $16.16B estimate 🟢 EPS (Adjusted) of $1.81, beat $1.20 estimate@earnings_guy$ALAB (Astera Labs) #earnings are out:@wallstengineASTERA LABS $ALAB Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $584.9M (Est. $551M) 🟢; +154% YoY 🔹 Adj. EPS: $1.32 (Est. $1.19) 🟢; +169% YoY 🔹 Non-GAAP Oper Income: $261.6M (Est. $233M) 🟢 Q4 Guide: 🔹 Revenue: $730M-$750M (Est. $656M) 🟢 🔹 Adj. EPS: $1.62-$1.66 (Est. $1.42) 🟢 🔹 Non-GAAP Gross Margin: 72% (Est. 71.1%) 🟢 Other Q3 Metrics: 🔹 Non-GAAP Gross Margin: 72.4% (Est. 71.9%) 🟢; -400 bps YoY 🔹 Non-GAAP Operating Income: $261.6M 🔹 Non-GAAP Operating Margin: 44.7%; +300 bps YoY Announcements: 🔹 Scorpio: 320-lane fabric switch became largest product family 🔹 Aries 7: connectivity reach extends to 50+ meters 🔹 Orion: six reference designs; scales from 8 to 160 accelerators 🔹 Leo X-Series: up to 62% faster time-to-first-token; 22% more tokens/sec Comments: 🔸 “Design activity accelerated with wins across a broad set of programs and applications at multiple customers.” 🔸 “The expansion of our intelligent connectivity platform and new design wins position us to strongly grow our dollar content per accelerator and further increase our total market opportunity.”@Analysistock$SMCI Q1 2027 Earnings: 🟢 Revenue of $19.95B, beat $16.16B estimate 🟢 EPS (Adjusted) of $1.81, beat $1.20 estimate@earnings_guy$ALAB (Astera Labs) #earnings are out:@wallstengineASTERA LABS $ALAB Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $584.9M (Est. $551M) 🟢; +154% YoY 🔹 Adj. EPS: $1.32 (Est. $1.19) 🟢; +169% YoY 🔹 Non-GAAP Oper Income: $261.6M (Est. $233M) 🟢 Q4 Guide: 🔹 Revenue: $730M-$750M (Est. $656M) 🟢 🔹 Adj. EPS: $1.62-$1.66 (Est. $1.42) 🟢 🔹 Non-GAAP Gross Margin: 72% (Est. 71.1%) 🟢 Other Q3 Metrics: 🔹 Non-GAAP Gross Margin: 72.4% (Est. 71.9%) 🟢; -400 bps YoY 🔹 Non-GAAP Operating Income: $261.6M 🔹 Non-GAAP Operating Margin: 44.7%; +300 bps YoY Announcements: 🔹 Scorpio: 320-lane fabric switch became largest product family 🔹 Aries 7: connectivity reach extends to 50+ meters 🔹 Orion: six reference designs; scales from 8 to 160 accelerators 🔹 Leo X-Series: up to 62% faster time-to-first-token; 22% more tokens/sec Comments: 🔸 “Design activity accelerated with wins across a broad set of programs and applications at multiple customers.” 🔸 “The expansion of our intelligent connectivity platform and new design wins position us to strongly grow our dollar content per accelerator and further increase our total market opportunity.”@Analysistock$SMCI Q1 2027 Earnings: 🟢 Revenue of $19.95B, beat $16.16B estimate 🟢 EPS (Adjusted) of $1.81, beat $1.20 estimate#8
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