Nvidia will stop separately reporting gaming revenue, folding it into broader segments

Nvidia has stopped giving investors a standalone quarterly gaming-revenue figure, removing one of the company’s longest-watched consumer metrics from its latest financial presentation. The change appeared with Nvidia’s first-quarter fiscal 2027 results released on May 20 and in the company’s updated investor materials and SEC filings. Nvidia still reports its Graphics and Compute & Networking segments, but the earnings release no longer includes the separate “Gaming” line item it had previously disclosed. The move comes as Nvidia’s business is dominated by data-center sales tied to artificial intelligence. Nvidia reported first-quarter revenue of $81.6 billion for the period ended April 26, 2026, up 85% from a year earlier, while data-center revenue reached $75.2 billion, up 92% year over year. The company’s investor site lists the quarter’s press release, 10-Q, presentation and “Quarterly Revenue Trend” materials under the new format. (investor.nvidia.com) ### Where did the gaming number go? Nvidia’s May 20 earnings release omitted the standalone gaming-revenue disclosure that had appeared in prior quarterly releases. In Nvidia’s Nov. 19, 2025 third-quarter fiscal 2026 release, for example, the company said gaming revenue was $4.3 billion, down 1% from the prior quarter and up 30% from a year earlier. That line is absent from the first-quarter fiscal 2027 release. (investor.nvidia.com) Nvidia’s SEC filings still describe what sits inside the Graphics segment, including GeForce GPUs for gaming and PCs, GeForce NOW, workstation graphics, virtual GPU software and automotive infotainment platforms. That means gaming-related products remain part of reported results, but they are no longer broken out as a separate top-line metric in the quarterly earnings release. (investor.nvidia.com) ### What does Nvidia still report instead? Nvidia continues to organize results around two reportable segments: Graphics and Compute & Networking. The company’s SEC filings say the Graphics segment includes gaming and PC products alongside workstation, cloud visual computing and some automotive-related offerings, while Compute & Networking includes data center, networking and automotive compute platforms. (sec.gov) The May 20 release kept the focus on companywide revenue, gross margin, earnings per share and data-center revenue. Nvidia also said on the same date that it had authorized an additional $80.0 billion in share repurchases and raised its quarterly cash dividend from $0.01 a share to $0.25 a share. ### Why does this stand out now? (sec.gov) Data center now accounts for the vast majority of Nvidia’s reported sales. In the first quarter, data center revenue of $75.2 billion represented almost all of the company’s $81.6 billion total revenue, underscoring how much investor attention has shifted toward AI infrastructure demand. (investor.nvidia.com) Earlier filings and earnings releases had made gaming easy to track quarter by quarter. Nvidia’s fourth-quarter fiscal 2024 release, for instance, reported gaming revenue of $2.9 billion, and its third-quarter fiscal 2026 release reported $4.3 billion. Removing that line means outside investors will have less direct visibility into the consumer-gaming portion of Nvidia’s business from the headline materials alone. That is an inference based on the company’s prior and current disclosures. (investor.nvidia.com) ### What should investors watch next? Nvidia’s investor relations page says the company will post its next quarterly press release, webcast materials, SEC filing and presentation for the second quarter of fiscal 2027 in the same reporting hub it used on May 20. Those documents will show whether Nvidia keeps the same presentation and whether any additional detail on Graphics revenue appears elsewhere in the filing set. (investor.nvidia.com 1) (investor.nvidia.com 2)