Server-maker Super Micro warns of delivery delays, misses quarterly estimates

Super Micro Computer reported quarterly results that missed Wall Street estimates on 4 November 2025, citing delivery timing shifts for large AI deals that pushed some expected revenue into later quarters. The company said design-win upgrades and shipment rescheduling impacted near-term sales, while demand for AI servers remains healthy long term. Shares fell after hours as investors digested the guidance shift. Management reiterated confidence in the product pipeline but warned that timing of large hyperscaler orders can create volatile quarter-to-quarter results for server vendors.