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Nvidia (NVDA)
NASDAQ:NVDA
Earnings Data
Report Date
Aug 27, 2025TBA Not Confirmed
Period Ending
2026 (Q2)Consensus EPS Forecast
1Last Year’s EPS
0.68Same Quarter Last Year
Strong Buy
Based on 40 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 29, 2025
|% Change Since: 1.96%
|Next Earnings Date:Aug 27, 2025
Earnings Call Sentiment|Neutral
While NVIDIA experienced significant revenue growth across multiple segments, including data center, gaming, and networking, challenges in the China market due to export controls and potential long-term impacts on access to the China AI accelerator market pose significant risks. The company is actively expanding its AI and inference capabilities, which could offset these challenges in the future.Company Guidance
During NVIDIA Corporation's First Quarter Fiscal 2026 Financial Results Conference Call, the company provided several metrics and guidance for the upcoming quarter. NVIDIA reported a strong quarter with revenue reaching $44 billion, a 69% increase year-over-year, driven primarily by data center revenue of $39 billion, which grew 73% year-on-year. The call highlighted the impact of new export controls on the H20 data center GPU, leading to a $4.5 billion charge for inventory and purchase obligations. For the second quarter, NVIDIA expects total revenue of $45 billion, plus or minus 2%, with GAAP and non-GAAP gross margins anticipated at 71.8% and 72%, respectively. The company continues to see robust demand for its Blackwell architecture, which contributed significantly to its data center revenue, and forecasts a continued ramp in Blackwell adoption. NVIDIA also highlighted its capital return program, with $14.3 billion returned to shareholders, and discussed its strategic focus on expanding infrastructure capabilities and AI solutions. The call concluded with the outlook that the AI industry is poised for substantial growth, with NVIDIA positioned to capitalize on the expanding market for AI infrastructure and services.Record-Breaking Revenue
NVIDIA delivered a strong quarter with revenue of $44 billion, up 69% year over year, exceeding expectations in a challenging environment.
Data Center Growth
Data center revenue reached $39 billion, growing 73% year over year, with Blackwell contributing nearly 70% of data center compute revenue.
AI and Inference Demand Surge
There is a sharp jump in inference demand with Microsoft processing over 100 trillion tokens in Q1, representing a fivefold increase year over year.
Gaming Revenue Increase
Gaming revenue set a record at $3.8 billion, increasing 48% sequentially and 42% year on year.
Networking Revenue Growth
Networking revenue increased by 64% quarter over quarter to $5 billion, driven by strong adoption of NVIDIA's Ethernet solutions.
Strong Shareholder Returns
NVIDIA returned a record $14.3 billion to shareholders through share repurchases and cash dividends.
NVDA Earnings History
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 | $139.19 | $135.13 | -2.92% |
Feb 26, 2025 | $131.27 | $120.14 | -8.48% |
Nov 20, 2024 | $145.87 | $146.65 | +0.53% |
Aug 28, 2024 | $125.58 | $117.56 | -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.
FAQ
When does Nvidia (NVDA) report earnings?
Nvidia (NVDA) is schdueled to report earning on Aug 27, 2025, TBA Not Confirmed.
What is Nvidia (NVDA) earnings time?
Nvidia (NVDA) earnings time is at Aug 27, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NVDA EPS forecast?
NVDA EPS forecast for the fiscal quarter 2026 (Q2) is 1.
