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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Vivek Arya | Bank of America | 9 questions · 11% challenging |
| Ben Reitzes | Melius Research | 9 questions · 11% challenging |
| Joe Moore | Morgan Stanley | 8 questions · 0% challenging |
| Tim Arcuri | UBS | 8 questions · 13% challenging |
| CJ Muse | Cantor Fitzgerald | 8 questions · 0% challenging |
| Aaron Rakers | Wells Fargo | 7 questions · 14% challenging |
| Stacy Rasgon | Bernstein | 6 questions · 0% challenging |
| Jim Schneider | Goldman Sachs | 5 questions · 0% challenging |
| Atif Malik | Citigroup | 3 questions · 0% challenging |
| Mark Lipacis | Evercore ISI | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 analyst | 9 questions · 11% challenging |
| Melius Research | 1 analyst | 9 questions · 11% challenging |
| Cantor Fitzgerald | 1 analyst | 8 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 8 questions · 0% challenging |
| UBS | 1 analyst | 8 questions · 13% challenging |
| Wells Fargo | 1 analyst | 7 questions · 14% challenging |
| Goldman Sachs | 2 analysts | 7 questions · 14% challenging |
| Bernstein | 1 analyst | 6 questions · 0% challenging |
On August 17, 2026, NVIDIA announced a multi-year partnership with SB Energy Corp. to develop the PORTS Technology Campus, a large-scale AI data center in Pike County, Ohio, with an OpenAI affiliate as tenant. NVIDIA secured land, power, and shell capacity and entered residual value guaranties covering leases for roughly 4.25 gigawatts of IT load at the site.
What each event means for NVDA’s sentiment score is part of Tellvest Pro.
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.
Product Launch | Demand | Revenue Growth | Innovation & R&D | Capex Investment | Competitive Dynamics | Cloud & AI | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 4 | 3 | 2 | 2 | 2 | 3 | 3 | |
| 2025Q4 | 5 | 4 | 3 | 4 | 1 | 1 | 2 | |
| 2026Q1 | 2 | 4 | 3 | 2 | 1 | 2 | 1 | |
| 2026Q2 | 4 | 5 | 5 | 1 | 2 | 2 | ||
| 2026Q3 | 2 | 2 | 2 | 1 | 4 | 2 | 1 | 2 |
| 2026Q4 | 4 | 4 | 3 | 5 | 4 | 5 | 3 | 2 |
| 2027Q1 | 3 | 1 | 3 | 2 | 1 | 4 | 1 | 1 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Product Launch | 4 | 5 | 2 | 4 | 2 | 4 | 3 |
| Demand | 3 | 4 | 4 | 5 | 2 | 4 | 1 |
| Revenue Growth | 2 | 3 | 3 | 5 | 2 | 3 | 3 |
| Innovation & R&D | 2 | 4 | 1 | 1 | 5 | 2 | |
| Capex Investment | 2 | 2 | 2 | 4 | 4 | 1 | |
| Competitive Dynamics | 1 | 1 | 2 | 2 | 5 | 4 | |
| Cloud & AI | 3 | 1 | 2 | 1 | 3 | 1 | |
| Supply Chain | 3 | 2 | 1 | 2 | 2 | 1 |
Calendar quarter Q2 2026Earnings call May 20, 2026
FY2027 Q1 in brief
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.
Newest quarter FY2027 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for NVIDIA Corporation (NVDA), FY2027 Q1: 9/10. Scores: NVIDIA Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: NVDA daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +85.2% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What NVDA said about other companies on its FY2027 Q1 call, and what other companies said about NVDA on their calls covering the same calendar quarter (Q2 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“that's a large part of our partnership with NVIDIA, our solutions that we've developed around NVIDIA technology such as”
Everpure builds its AI storage solutions (including KV caching) around NVIDIA technology as a core ecosystem partner, underscoring NVIDIA's central role in AI compute and storage demand.
“Now let me turn to the expanded partnership we announced with NVIDIA, which reflects the growing importance of high speed connectivity, optical interconnect, and accelerated infrastructure in scaling AI.”
Marvell announced an expanded partnership with (and equity investment from) NVIDIA spanning optics/silicon photonics, NVLink Fusion integration, and AI RAN, positioning Marvell custom silicon to interoperate with NVIDIA's ecosystem.
“At GTC, we marked the 2-year anniversary of the Dell AI factory with NVIDIA and extended our leadership in accelerated computing.”
Dell's AI factory is built around NVIDIA's accelerated computing platforms (Vera Rubin, Rubin GPU, RTX), a signal for sustained demand pull-through for NVIDIA silicon.
“He joins CrowdStrike from longtime strategic partner NVIDIA, where he led Agentic AI and cybersecurity AI. Bartley deepens our Nvidia collaboration and furthers our verticalization of AI into cybersecurity.”
CrowdStrike calls NVIDIA a longtime strategic partner and says a new AI-officer hire from NVIDIA deepens the collaboration on agentic and cybersecurity AI.
“NetApp's disaggregated AFX solution for their NVIDIA SuperPOD environment enabled independent scaling of compute and storage, delivering flexible future proof infrastructure.”
NetApp AFX storage is deployed alongside NVIDIA SuperPOD for enterprise AI, a signal for NVIDIA AI infrastructure buildouts.
“In March, we announced a major expansion of our Secure AI factory with NVIDIA, giving customers a framework for deploying AI across their entire infrastructure”
Cisco expanded its Secure AI Factory partnership with NVIDIA, embedding security into NVIDIA-based AI infrastructure deployments.
“We are going to be the first daily benchmark tracking the spot hourly rental cost of NVIDIA H100 GPUs.”
CME's new Compute Futures product will track the spot hourly rental cost of NVIDIA H100 GPUs, implying an H100 rental economy large and volatile enough to warrant a dedicated hedging benchmark.
“The optical fiber conference and NVIDIA's GTC this quarter reinforced the accelerating importance of networking as a critical enabler of AI data center scaling.”
Keysight cites NVIDIA's GTC as reinforcing the accelerating importance of networking for AI data centers, a demand tailwind for Keysight's test solutions.
“By the way, deep, deep integration with NVIDIA.”
HPE's private cloud AI offering features deep integration with NVIDIA, including the first NVIDIA-certified file storage platform, reinforcing NVIDIA's enterprise-AI footprint.
“This release adds heterogeneous compute support across GPUs, and CPU architectures. Including AMD, Intel, and NVIDIA platforms.”
VMware Cloud Foundation 9.1 supports NVIDIA GPU platforms for AI and virtualized workloads, keeping NVIDIA silicon integrated in enterprise private-cloud stacks.
“Our announced NVIDIA partnership will bring accelerated computing to Adobe Firefly Foundry for faster, higher performing custom models across image, video, audio, vector, and 3D plus a cloud-native 3D digital twin built on Omniverse and OpenUSD.”
Adobe's NVIDIA partnership brings accelerated computing to Firefly Foundry for faster custom AI models plus an Omniverse-based 3D digital twin.
“we are working so closely with Cadence and Synopsys and to accelerate all of the world's tools”
NVIDIA is working closely with Synopsys to accelerate its EDA/engineering tools on CUDA/GPUs so agentic workloads run faster.
“we are working so closely with Cadence and Synopsys and to accelerate all of the world's tools”
NVIDIA is working closely with Cadence to accelerate its EDA/engineering tools on CUDA/GPUs so agentic workloads run faster.
“Our partnership with Uber will power the robotaxi fleet across nearly 30 cities and 4 continents by 2028.”
NVIDIA's partnership with Uber will power an Uber robotaxi fleet across nearly 30 cities and 4 continents by 2028, a physical-AI growth driver.
“At Google, Blackwell will be offered to customers in the cloud including confidential computing capability, a new foundation for secure high performance AI.”
Google will offer NVIDIA Blackwell in its cloud with confidential computing, and its XGS instances support up to 960k Rubin GPUs.
“Starting this year, AWS will add more than 1 million Blackwell and Rubin GPUs and are collaborating on spectrum networking.”
AWS (Amazon) will add more than 1 million NVIDIA Blackwell and Rubin GPUs this year and is collaborating on Spectrum networking.
“Microsoft's Farweave the world's most powerful AI data center is now live. Ahead of scheduled powered by hundreds of thousands of Blackwell GPUs.”
Microsoft's most powerful AI data center went live ahead of schedule powered by hundreds of thousands of NVIDIA Blackwell GPUs.
“Last month, we celebrated OpenAI's launch of GPT 5.5 codesigned for trained with, and served on Blackwell.”
OpenAI's GPT 5.5 was codesigned for, trained on and served on NVIDIA Blackwell, underscoring OpenAI's deep dependence on NVIDIA compute.
“We have deepened our collaboration with Anthropic and are delighted to be a strategic partner to expand their compute capacity.”
NVIDIA became a strategic partner to Anthropic, expanding its compute capacity across multiple clouds; a large incremental source of frontier-AI GPU demand.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| NVDANVIDIA Corporation | 9 | +85.2% | 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 | |
| ADIAnalog Devices | 9 | +37.3% | ADI delivered record Q2 results with revenue of $3.62 billion (+37% YoY) and adjusted EPS of $3.09, both exceeding the high end of guidance | |
| ALABAstera Labs, Inc. Common Stock | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| AMDAdvanced Micro Devices, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ARMArm Holdings | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| AVGOBroadcom Inc. | 10 | +47.9% | Broadcom delivered a blowout quarter, with total revenue reaching a record $22.2 billion, up 48% year on year, powered by AI semiconductor revenue of $10.8 billion that grew 143% | |
| CRDOCredo Technology Group Holding Ltd | 10 | +157.0% | Credo closed fiscal 2026 with record fourth-quarter revenue of $437 million, up 157% year over year and above guidance, as AI-infrastructure demand for its active electrical cables and optical connectivity accelerated | |
| INTCIntel Corporation | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| MCHPMicrochip Technology | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| MPWRMonolithic Power Systems | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| MRVLMarvell Technology | 10 | +27.6% | Marvell delivered record revenue of $2.418 billion (+28% YoY) in FY2027-Q1, powered by data center strength at $1.8 billion representing 76% of total revenue | |
| MUMicron Technology, Inc. | 9 | +345.7% | Micron posted a fifth consecutive record quarter, with revenue of $41.5 billion up 346% year over year and 74% sequentially as the AI-driven memory shortage pushed DRAM prices up in the low 60s percentage range | |
| NXPINXP Semiconductors | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ONON Semiconductor | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| QCOMQualcomm | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| SWKSSkyworks Solutions | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 9 | +36.0% | Taiwan Semiconductor delivered another record quarter, with Q2 2026 revenue of $40.2 billion landing at the high end of guidance as HPC climbed 20% sequentially to 66% of revenue on extremely robust AI demand | |
| TXNTexas Instruments | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro |
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
ADI delivered record Q2 results with revenue of $3.62 billion (+37% YoY) and adjusted EPS of $3.09, both exceeding the high end of guidance
Newest quarter — available with Pro
Newest-quarter details for 11 peers (score, revenue, headline, themes and macro signals) are available with Pro.
| Company | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| NVDA | 8 | 8 | 8 | 8 | 10 | 9 |
| ADI | 4 | 9 | 9 | 9 | 9 | 9 |
| ALAB | 8 | 8 | 8 | 8 | 9 | Newest quarter — available with Pro |
| AMD | 9 | 9 | 9 | 9 | 9 | Newest quarter — available with Pro |
| ARM | 9 | 7 | 9 | 7 | 7 | Newest quarter — available with Pro |
| AVGO | 9 | 9 | 10 | 10 | 9 | 10 |
| CRDO | 10 | 10 | 10 | 10 | 10 | 10 |
| INTC | 5 | 5 | 5 | 4 | 6 | Newest quarter — available with Pro |
| MCHP | 1 | 2 | 3 | 9 | 9 | Newest quarter — available with Pro |
| MPWR | 9 | 9 | 8 | 8 | 10 | Newest quarter — available with Pro |
| MRVL | 9 | 9 | 9 | 10 | 10 | 10 |
| MU | 9 | 9 | 9 | 9 | 9 | 9 |
| NXPI | 2 |
Newest quarter — available with Pro
Newest quarter — available with Pro
Broadcom delivered a blowout quarter, with total revenue reaching a record $22.2 billion, up 48% year on year, powered by AI semiconductor revenue of $10.8 billion that grew 143%
Credo closed fiscal 2026 with record fourth-quarter revenue of $437 million, up 157% year over year and above guidance, as AI-infrastructure demand for its active electrical cables and optical connectivity accelerated
Newest quarter — available with Pro
Newest quarter — available with Pro
Newest quarter — available with Pro
Marvell delivered record revenue of $2.418 billion (+28% YoY) in FY2027-Q1, powered by data center strength at $1.8 billion representing 76% of total revenue
Micron posted a fifth consecutive record quarter, with revenue of $41.5 billion up 346% year over year and 74% sequentially as the AI-driven memory shortage pushed DRAM prices up in the low 60s percentage range
Newest quarter — available with Pro
Newest quarter — available with Pro
Newest quarter — available with Pro
Newest quarter — available with Pro
Taiwan Semiconductor delivered another record quarter, with Q2 2026 revenue of $40.2 billion landing at the high end of guidance as HPC climbed 20% sequentially to 66% of revenue on extremely robust AI demand
Newest quarter — available with Pro
| 2 |
| 4 |
| 7 |
| 7 |
| Newest quarter — available with Pro |
| ON | 1 | 1 | 2 | 2 | 6 | Newest quarter — available with Pro |
|---|
| QCOM | 9 | 8 | 7 | 5 | 3 | Newest quarter — available with Pro |
|---|
| SWKS | 2 | 5 | 7 | 4 | 3 | Newest quarter — available with Pro |
|---|
| TSM | 9 | 9 | 9 | 9 | 9 | 9 |
|---|
| TXN | 6 | 9 | 6 | 7 | 9 | Newest quarter — available with Pro |
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