⚡ Earnings Analysis

Technology & SaaS

NASDAQ

Report: May 28, 2026

$NVDAQ1 FY2026

NVIDIA Corporation

NVIDIA — Q1 FY2026 Earnings Analysis

Deep-dive analysis of NVIDIA's Q1 FY2026 earnings — Blackwell ramp, data centre revenue trajectory, and guidance read-throughs for the AI infrastructure supply chain.

↑EPS Beat

↑Rev Beat

vs. consensus

Key metrics from this quarter

Data Centre revenue

$32.8B

+89% YoY

Gross margin

75.1%

+30 bps

Software ARR

$2.1B

crossed run-rate

Networking

$3.4B

+115% YoY

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$NVDANVIDIA

Free Preview — Analysis Summary

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NVIDIA delivered another double beat with Data Centre revenue running ahead of consensus on Blackwell ramp. Export controls absorbed in guide; sovereign AI deals now 12% of pipeline. Networking revenue inflecting; software ARR crossing $2B run-rate. Margin trajectory holds despite mix.

Full Analysis — EPS vs. Consensus

Adjusted EPS vs. consensus breakdown — primary performance driver, segment revenue contribution, and gross margin trajectory relative to prior guidance...

Revenue Breakdown & Segment Analysis

Segment-by-segment revenue analysis, margin profile, and management commentary on demand trajectory vs. consensus range expectations...

Guidance & Read-throughs

Forward guidance implications for the sector, supply chain read-throughs, and investment implications for the broader competitive landscape...

Full analysis locked

28 pages — EPS breakdown, segment analysis, guidance read-throughs, investment implications

$NVDAQ1 FY2026

NVIDIA Corporation · NASDAQ

↑ EPS Beat↑ Rev Beat

Data Centre revenue$32.8B+89% YoY

Gross margin75.1%+30 bps

Software ARR$2.1Bcrossed run-rate

Networking$3.4B+115% YoY

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What's included

Full earnings analysis PDF · 28 pages

EPS & revenue vs. consensus breakdown

Key management commentary themes

Guidance read-throughs & investment implications

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