Supermicro Q1 FY26: where the revenue came from and where it went
The whole income statement of Supermicro for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Jul 1 – Sep 30, 2025
- Reported
- Nov 7, 2025
Revenue$5.02B
−15% year over year
Gross profit$0.47B
9% margin
Operating profit$0.18B
4% margin
Net profit$0.17B
3% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 5.02 | 100% | −15% |
| US | 1.83 | 37% | −57% |
| Other countries | 1.49 | 30% | +1% |
| MY | 1.12 | 22% | +401% |
| ID | 0.58 | 11% | |
| Cost of revenue | −4.55 | 91% | |
| Gross profit | 0.47 | 9% margin | −4pp |
| R&D | −0.17 | 4% | +1pp |
| Sales & marketing | −0.05 | 1% | +0pp |
| G&A | −0.06 | 1% | +0pp |
| Operating profit | 0.18 | 4% margin | −5pp |
| Other income, net | 0.03 | ||
| Tax | −0.04 | ||
| Net profit | 0.17 | 3% margin | −4pp |
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