NVDA — Q1 2026 Earnings Call
TechnologyNVIDIA Corporation • Reported: 2025-05-28
EPS Actual
$0.96
Est. $0.92
▲ Beat
Revenue Actual
$44.1B
Est. $43.3B
▲ Beat
Overall Result
Double Beat
EPS + Revenue vs. estimates
Period
Q1 2026
FY2026 • Reported 2025-05-28
Executive Summary
NVIDIA reported Q1 FY2026 revenue of $44.1 billion, up 69% YoY. Data Center revenue grew 73% to $40.2 billion. Blackwell GPUs accounted for over $20 billion in revenue. The company guided for Q2 revenue of approximately $46 billion.
Key Highlights
Revenue
positive
Revenue beats at $44.1B
Revenue of $44.1B grew 69% YoY, beating consensus by $800M.
Data Center
positive
Data Center grows 73%
Data Center revenue of $40.2B, with Blackwell GPUs now the majority of sales.
Blackwell
positive
Blackwell $20B+ quarter
Blackwell architecture exceeded $20B in quarterly revenue, up from $11B in its first quarter.
Guidance
positive
Q2 guide of ~$46B
Guided for Q2 FY2026 revenue of ~$46B, above the $44.5B consensus.
Direct Quotes
JH
Jensen Huang
CEO • AI Demand
"AI infrastructure is being built at an unprecedented pace. Every cloud provider, enterprise, and sovereign nation recognizes that AI is the most important technology of our time."
CK
Colette Kress
CFO • Financial Results
"Revenue grew 69% to $44.1 billion, with Data Center at $40.2 billion. Blackwell is now the majority of our data center revenue."