NVIDIA posts $81.6B quarter

NVIDIA reported record first-quarter fiscal 2027 revenue of $81.6 billion on May 20, up 85% from a year earlier, as demand for artificial-intelligence infrastructure continued to drive its largest business. Adjusted earnings per share were $1.87, ahead of Wall Street expectations cited in market coverage after the release. (investor.nvidia.com) The company also posted record Data Center revenue of $75.2 billion and said its board had approved an additional $80 billion in share repurchases. The results arrived with another signal about how much cash NVIDIA is generating. Net income for the quarter rose to $58.3 billion, according to the company’s earnings release, and the board increased the quarterly cash dividend from $0.01 a share to $0.25 a share. (investor.nvidia.com) The dividend will be paid on June 26, 2026, to shareholders of record on June 4. The stock reaction showed that strong numbers alone were not enough to satisfy investors. NVIDIA’s investor relations site showed the shares at $215.33, down $4.18 on a delayed basis when the site was crawled, after the earnings release and conference call. (investor.nvidia.com) ### How concentrated was the quarter in data centers? Data Center revenue was $75.2 billion in the quarter ended April 26, 2026, up 92% from a year earlier, NVIDIA said. That meant the segment accounted for the vast majority of the company’s total quarterly revenue. NVIDIA founder and Chief Executive Jensen Huang said in the earnings release that demand for the company’s AI infrastructure remained strong. (investor.nvidia.com) The company’s quarterly results page described the period as a record quarter for both total revenue and Data Center revenue. ### What did NVIDIA do with the cash? On May 18, 2026, NVIDIA’s board approved an additional $80 billion for share repurchases, without expiration, the company said. (investor.nvidia.com) As of the end of the first quarter, NVIDIA had $38.5 billion remaining under its prior repurchase authorization. (investor.nvidia.com) The same filing said NVIDIA increased its quarterly cash dividend twenty-fivefold, from $0.01 a share to $0.25 a share. That payout schedule gives investors a near-term date to watch: June 4 for the record date and June 26 for payment. (investor.nvidia.com) ### How does this compare with the prior quarter and last year? NVIDIA reported $68.1 billion of revenue in the fourth quarter of fiscal 2026 on Feb. 25, 2026. The latest $81.6 billion figure was up 20% from that prior quarter, according to the first-quarter release. (investor.nvidia.com) A year earlier, NVIDIA reported first-quarter fiscal 2026 revenue of $44.1 billion and Data Center revenue of $39.1 billion. The jump to $81.6 billion in total revenue and $75.2 billion in Data Center sales shows how much of the company’s growth has continued to come from AI-related systems and cloud demand. (investor.nvidia.com) ### Why did the shares fall after results? The company’s release did not give a reason for the post-earnings stock move. Market commentary cited by investors after the report pointed to expectations that had already risen into the print, even after NVIDIA beat earnings estimates. That explanation comes from outside analysis rather than from NVIDIA itself. (investor.nvidia.com) NVIDIA is scheduled to continue returning cash to shareholders over the next month, with the June 4 record date and June 26 dividend payment already set out in the company’s May 20 earnings release. The company’s investor relations site also lists the first-quarter fiscal 2027 webcast replay and related filings for investors tracking the next steps after the quarter. (investor.nvidia.com 1) (investor.nvidia.com 2) (investor.nvidia.com 3)