The earnings call highlighted significant revenue growth and success in data center and gaming segments, alongside innovative advancements in AI and networking. However, challenges with export controls and market access in China pose significant risks to future business, balancing the overall positive performance with notable concerns.

Company Guidance -

Q2 2026

During NVIDIA's first quarter fiscal 2026 call, the company presented strong financial results, with revenue reaching $44 billion, marking a 69% increase year-over-year. This growth was driven significantly by data center revenue, which rose 73% to $39 billion. The ramp-up of their Blackwell product line contributed nearly 70% of data center compute revenue. Despite challenges from the U.S. government's export controls on their H20 data center GPU, which led to a $4.5 billion inventory write-down, NVIDIA continues to experience strong demand for AI and inference workloads. The company anticipates second-quarter revenue to be around $45 billion, with a projected GAAP gross margin of 71.8%. They are focused on expanding their product offerings and supply chain to meet the growing global demand for AI infrastructure, with notable deployments and partnerships in regions such as Saudi Arabia, the UAE, and Europe.

Record Revenue and Growth

NVIDIA reported a revenue of $44 billion for the first quarter of fiscal 2026, up 69% year over year, exceeding their outlook despite a challenging operating environment.

Data Center Revenue Surge

Data center revenue grew 73% year over year to $39 billion, driven by AI workloads transitioning to inference and AI factory build-outs.

Blackwell Ramp Success

The Blackwell ramp was the fastest in company history, contributing nearly 70% of data center compute revenue and driving a 73% year-on-year increase in data center revenue.

Gaming Revenue Record

Gaming revenue reached a record $3.8 billion, increasing 48% sequentially and 42% year on year, with strong adoption by gamers, creatives, and AI enthusiasts.

Networking Revenue Growth

Networking revenue increased 64% quarter over quarter to $5 billion, with strong adoption of Ethernet solutions and NVLink growth.

AI and Enterprise Innovations

Significant advancements in AI, including the launch of new models and partnerships with major companies like Microsoft, OpenAI, and Google, driving exponential growth in AI applications.

Nvidia (NVDA) Earnings, Revenues Date & History

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NVDA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2025	2026 (Q2)	1.00 / -	0.68	―	―	―
May 29, 2025	2026 (Q1)	0.74 / 0.81	0.612	32.35% (+0.20)
Feb 26, 2025	2025 (Q4)	0.85 / 0.89	0.516	72.48% (+0.37)
Nov 20, 2024	2025 (Q3)	0.75 / 0.81	0.402	101.49% (+0.41)
Aug 28, 2024	2025 (Q2)	0.65 / 0.68	0.27	151.85% (+0.41)
May 22, 2024	2025 (Q1)	0.56 / 0.61	0.109	461.47% (+0.50)
Feb 21, 2024	2024 (Q4)	0.46 / 0.52	0.088	486.36% (+0.43)
Nov 21, 2023	2024 (Q3)	0.34 / 0.40	0.058	593.10% (+0.34)
Aug 23, 2023	2024 (Q2)	0.21 / 0.27	0.051	429.41% (+0.22)
May 24, 2023	2024 (Q1)	0.09 / 0.11	0.136	-19.85% (-0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NVDA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 29, 2025	$139.18	$135.12	-2.92%
Feb 26, 2025	$131.26	$120.13	-8.48%
Nov 20, 2024	$145.86	$146.64	+0.53%
Aug 28, 2024	$125.57	$117.55	-6.39%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.