Nvidia Q1 revenue $81.62B

Nvidia reported first-quarter fiscal 2027 revenue of $81.6 billion on May 20, up 20% from the prior quarter and 85% from a year earlier, according to the company’s earnings release. Data center revenue reached a record $75.2 billion, up 92% year over year, as the chipmaker extended a run of growth tied to AI infrastructure spending. (investor.nvidia.com) Nvidia also authorized an additional $80 billion in share repurchases and raised its quarterly cash dividend to 25 cents a share from 1 cent. Wall Street had expected about $78.42 billion in revenue, according to MarketBeat’s compilation of analyst estimates, leaving Nvidia ahead of consensus by roughly $3.2 billion. (investor.nvidia.com) Bloomberg reported that the company also gave a sales outlook for the current quarter that topped analyst expectations and said it is moving to a new reporting framework that will separate data center and edge computing platforms. (bloomberg.com) ### Where did the quarter land versus expectations? MarketBeat said Nvidia posted adjusted earnings per share of $1.87, above a $1.76 consensus, alongside the $81.62 billion revenue figure. The company said the quarter ended April 26, 2026. Bloomberg said investors had focused on whether Nvidia could clear a high bar after months of heavy spending by cloud companies and AI developers. (investor.nvidia.com) The company’s revenue and data center sales both beat analyst estimates, Bloomberg reported. ### What part of Nvidia’s business did the heavy lifting? Nvidia said data center revenue was $75.2 billion, making that segment the main driver of the quarter. The company’s earnings release highlighted the figure as a record and said total company revenue rose 20% sequentially. (marketbeat.com) Christopher Muse of Cantor Fitzgerald asked on the earnings call about Nvidia’s share of the inference market in 2026 and 2027, according to 24/7 Wall St.’s live coverage of the call. (marketbeat.com) That line of questioning reflected a broader analyst focus on whether demand is shifting from model training toward inference workloads, though the interpretation belongs to the analysts and market observers cited in coverage rather than to Nvidia’s release itself. (bloomberg.com) ### What changed in how Nvidia plans to report results? Bloomberg reported that Nvidia is transitioning to a new reporting framework that will break out two market platforms: data center and edge computing. That change was flagged alongside the earnings release and conference call on May 20. (investor.nvidia.com) Nvidia’s investor relations page for the May 20 event said the company would use the webcast, written CFO commentary and related materials to present first-quarter fiscal 2027 results. The company has not, in the material surfaced here, provided a fuller public breakdown of the new framework beyond Bloomberg’s description. (247wallst.com) ### What else did Nvidia announce with the results? Nvidia said it approved an additional $80 billion share repurchase authorization and increased the quarterly dividend to 25 cents a share. Those capital returns were announced in the same first-quarter release that reported the revenue beat. (bloomberg.com) Bloomberg also reported that Chief Financial Officer Colette Kress told analysts Rubin chips are “on track” to ship in the second half of 2026. That comment gave investors a dated milestone beyond the quarter just reported. ### What is the next checkpoint investors will watch? May 20 was Nvidia’s scheduled first-quarter fiscal 2027 earnings date, with the call beginning at 2 p.m. (investor.nvidia.com) Pacific time, according to the company’s investor site. The next formal checkpoint will be Nvidia’s second-quarter results later in 2026, when investors will be able to see the new reporting structure in use and compare it with Kress’s timeline for Rubin shipments. (bloomberg.com) (investor.nvidia.com)