US-listed company earnings calls, November 2026: Super Micro Computer raises revenue outlook

Super Micro Computer said its first-quarter results came in above its own guidance

The chief financial officer of Super Micro Computer said revenue for the first quarter of fiscal year 2027 was $19.9 billion. The company's guidance range had been $14.5 billion-$15.5 billion. The chief financial officer said non-GAAP gross margin was 12.8%. Non-GAAP means the figure is not prepared under generally accepted accounting principles (GAAP), the standard accounting rules. Gross margin is the share of revenue left after the direct cost of the products. For the second quarter of fiscal year 2027, the company expects net sales of $19.5 billion-$21.5 billion.

Several companies raised their outlooks for 2026

• Zimmer Biomet raised its fiscal year 2026 organic constant-currency sales growth outlook to 3%-3.5% from 2.25%-3.25%, the chief financial officer said.
• Toast raised its fiscal year 2026 outlook to recurring gross profit growth of 26% and adjusted EBITDA of $840 million-$850 million, the chief financial officer said. EBITDA means earnings before interest, taxes, depreciation and amortization.
• SBA Communications said the midpoint of its fiscal year 2026 guidance increased by $2 million for adjusted funds from operations (AFFO), a cash earnings measure, and by $0.08 for AFFO per share.
• NRG Energy said it increased planned share repurchases by $1 billion, bringing the total planned for 2026 and 2027 to $3 billion. For fiscal year 2027, it set a guidance midpoint of $5.75 billion of adjusted EBITDA for its existing portfolio.

Companies set out longer-term plans and timing for 2027 guidance

• Alcon and Toast both said formal fiscal year 2027 guidance will come in February.
• Skyworks Solutions said that over the next two to three years the combined company expects to be on track toward gross margin of 50%-55% of revenue.
• BCE said it increased its Bell AI Fabric capacity monetization plan for 2028 from 73 MW to 373 MW (megawatts).

Other companies reported progress on operations and outlooks

• Petrobras said it had connected 49 wells by the end of the third quarter of fiscal year 2026, against a full-year plan of 44.
• Banco de Chile said its 2026 forecast for Chile's GDP (gross domestic product) growth was reduced to 0.4% from 1.3%.
• Telefonica Brasil said its service revenues, excluding the revenue rebalancing, grew 6% year-over-year in the third quarter of fiscal year 2026.
• Algonquin Power & Utilities said it maintained adjusted net earnings per share guidance of $0.35–$0.37 for fiscal year 2026.