Server manufacturer Supermicro recorded $19.95 billion in fiscal-first-quarter net sales and raised annual sales guidance to $72–82 billion.

Supermicro, identified in the reports by ticker SMCI, recorded fiscal-first-quarter net sales of $19.95 billion, compared with an analyst estimate of $14.99 billion. Adjusted earnings per share were $1.81, versus an estimate of $1.06.

Management raised full-year net-sales guidance to $72–82 billion, from $65–72 billion previously. These ranges are company forecasts and are separate from the sales already recognized in the first fiscal quarter.

For the second fiscal quarter, Supermicro forecast net sales of $19.5–21.5 billion, versus an analyst estimate of $16.53 billion. It also projected adjusted earnings per share of $1.66–1.90, compared with an estimate of $1.08.

The reports concern the server manufacturer, not AMD, the processor supplier covered above. They do not provide a GPU-unit breakdown, rack shipments, customer concentration, or capital expenditure; the reported sales cannot therefore be converted into deployed compute capacity.