Walmart, Nvidia set earnings dates

Walmart and Nvidia have now put dates on two of the market’s next closely watched earnings reports. Walmart said it will host its first-quarter fiscal 2027 earnings release on May 21, 2026, at 7:00 a.m. U.S. Central time, according to its investor relations site. Nvidia said it will discuss first-quarter fiscal 2027 results on May 20, 2026, at 2:00 p.m. Pacific time, after posting results at about 1:20 p.m. Pacific, according to an April 29 company release. Those dates matter because both companies have become shorthand for two different parts of the economy. Walmart is one of the clearest public readouts on U.S. household spending across stores, pickup, delivery and marketplace sales. Nvidia has become a central gauge for data-center demand tied to artificial intelligence spending by cloud providers and enterprises. That framing comes from the companies’ own disclosures and recent results, which showed Walmart leaning on eCommerce, advertising and membership income, and Nvidia posting another quarter of record data-center revenue. (stock.walmart.com) ### When exactly do the companies report? Walmart listed May 21, 2026, for its first-quarter fiscal 2027 earnings release and conference call on its investor relations calendar. The company’s site says the event is scheduled for 7:00 a.m. U.S. Central time. Nvidia said on April 29 that it will host its first-quarter fiscal 2027 conference call on Wednesday, May 20, 2026, at 2:00 p.m. Pacific time, or 5:00 p.m. (stock.walmart.com) Eastern. Nvidia also said written commentary from Chief Financial Officer Colette Kress will be posted immediately after results are announced at about 1:20 p.m. Pacific. (stock.walmart.com) ### What will investors be looking for from Walmart? Walmart’s most recent full-quarter release showed global eCommerce sales growing 16%, with gains led by store-fulfilled pickup and delivery and by its U.S. marketplace business. The company also said its global advertising business grew 29% in that period, including 24% growth for Walmart Connect in the United States. (investor.nvidia.com) Doug McMillon, Walmart’s chief executive, said in that February release that momentum was being driven by low prices, a growing assortment and “an eCommerce business driven by faster delivery times.” Walmart also reported U.S. comparable sales growth of 4.6% in that quarter and said general merchandise was positive. (stock.walmart.com) The Bentonville, Arkansas-based retailer has described itself as a “tech-powered omnichannel retailer” serving about 270 million customers and members each week across more than 10,750 stores and eCommerce sites in 19 countries. That scale means its quarterly update is likely to include details on traffic, average ticket, online fulfillment and category demand. Those are standard metrics the company has highlighted in prior reports. (stock.walmart.com) ### What is Nvidia coming into this report with? Nvidia reported fourth-quarter fiscal 2026 revenue of $68.1 billion on February 25, up 73% from a year earlier. Data center revenue reached $62.3 billion in the quarter, up 75% from a year earlier, and full-year revenue was $215.9 billion. (stock.walmart.com) Jensen Huang, Nvidia’s chief executive, said in that release that “enterprise adoption of agents is skyrocketing” and that customers were “racing to invest in AI compute.” Those remarks were part of a results statement that also pointed to demand for Grace Blackwell systems and the company’s next-generation Vera Rubin platform. (investor.nvidia.com) Colette Kress is set to provide written first-quarter commentary ahead of the May 20 call, Nvidia said. The company also said the webcast replay will remain available until its second-quarter fiscal 2027 conference call. ### Why do these two reports land back-to-back? May 20 and May 21 put the reports one day apart, giving investors nearly consecutive updates from two companies that sit in very different parts of the spending cycle. (investor.nvidia.com) Walmart’s report will offer fresh numbers on consumer purchases and digital fulfillment. Nvidia’s report will provide updated figures on AI-related chip and systems demand, especially in data centers. Those are direct areas both companies have emphasized in their recent disclosures. (investor.nvidia.com) ### Where will the next disclosures appear? Walmart said its first-quarter fiscal 2027 earnings materials will be posted through its investor relations site on May 21. Nvidia said its first-quarter fiscal 2027 results, CFO commentary and webcast will be available on investor.nvidia.com on May 20, with the initial release expected at about 1:20 p.m. Pacific and the call starting at 2:00 p.m. Pacific. (stock.walmart.com 1) (stock.walmart.com 2)