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Sentiment · FY2027 Q2
As of FY2027 Q1, the Tellvest earnings-call sentiment score for NVIDIA Corporation (NVDA) is 9/10.
NVIDIA delivered record revenue of $82 billion, up 85% year over year, driven by sustained Blackwell architecture demand across hyperscalers, AI native clouds, and sovereign deployments. Data center revenue of $75 billion grew 92% year over year, with the new ACIE segment reaching $37 billion and growing 31% sequentially as AI demand diversified beyond hyperscale. The company introduced Vera CPU targeting a $200 billion agentic AI TAM with $20 billion in standalone CPU revenue visibility this year, while confirming Vera Rubin production shipments starting in Q3. With Q2 guided at $91 billion and the $1 trillion Blackwell/Rubin revenue target reiterated, NVIDIA's growth trajectory remains firmly intact despite continued exclusion of China data center revenue from guidance.
Scored from NVIDIA Corporation’s FY2027 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $35.08B | +93.6% | $0.78 | +110.8% | 74.6% | 62.3% | 55.0% | $16.81B |
| FY2025 Q4 | $39.33B | +77.9% | $0.89 | +81.6% | 73.0% | 61.1% | 56.2% | $15.55B |
| FY2026 Q1 | $44.06B | +69.2% |
| $0.76 |
| +26.7% |
| 60.5% |
| 49.1% |
| 42.6% |
| $26.19B |
| FY2026 Q2 | $46.74B | +55.6% | $1.08 | +61.2% | 72.4% | 60.8% | 56.5% | $13.47B |
| FY2026 Q3 | $57.01B | +62.5% | $1.30 | +66.7% | 73.4% | 63.2% | 56.0% | $22.11B |
| FY2026 Q4 | $68.13B | +73.2% | $1.76 | +97.8% | 75.0% | 65.0% | 63.1% | $34.90B |
| FY2027 Q1 | $81.61B | +85.2% | $2.39 | +214.5% | 74.9% | 65.6% | 71.5% | $48.59B |
| FY2027 Q2 | $96.22B | +105.9% | $2.46 | +127.8% | 75.0% | 66.2% | 62.0% | $21.40B |