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NVIDIA Q1 FY2027 · Story

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NVDAQ1 FY20271/5

Estimate vs Actual

Earnings per Share

$1.87

+ 5.6% vs Estimate

Surprise as recorded in the analysis; the estimate itself is not on the calendar.

NVDAQ1 FY20272/5

Guidance

Revenue

Company Guidance
89.2 – 92.8 billion
Market Estimate
87.2 billion

Midpoint 4.4% Above Estimate ▲

Gross Margin (Adjusted)

Company Guidance
74.5% – 75.5%

Flat Trajectory

Operating Expenses (Adjusted)

Company Guidance
8.3 billion

Investment Accelerating 10.7% ▲

NVDAQ1 FY20274/5

In 30 Seconds

Revenue rose 85% year over year to $81.62B; data center reached $75.2B, or 92% of the total.

  • Adjusted EPS of $1.87 beat the estimate by 5.6%; Q2 guidance of $91B sits 4.4% above expectations.
  • Shares fell 1.8% the day after earnings, falling short of the large move the options market had priced in.

First point of the analysis's “In 30 Seconds”.

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