Supermicro +11% $SMCI Preannounced F1Q27 revs/GMs (full results 11/3) well above guidance: revenue of $18.5-19.5B (vs $14.5-15.5B guide) and GM of 12-12.5% (vs 10.5-10.8% guide) on increased demand for AI platforms. They don't disclose any of their customers but mgmt characterized recent demand as mainly emerging neoclouds and cloud service providers, as well as some enterprise. Read through is strength in the neocloud/AI lab buildout.(Historical earnings: For fiscal year 2026 (period ended 2026-06-30), Super Micro Computer reported basic EPS of 3.65, diluted EPS of 3.26, and net income of USD 2.230 billion. Consensus expectations: For the upcoming 2027Q1 event on 2026-11-02, consensus EPS is 0.94 and consensus revenue is USD 15.536 billion.)