NVIDIA earnings estimates at $79B revenue

NVIDIA was due to report first-quarter fiscal 2027 results on Wednesday, May 20, after the market close, with investors and analysts treating the chipmaker’s update as a test of continued spending on artificial-intelligence infrastructure. NVIDIA said it would host its earnings call at 2 p.m. Pacific time, or 5 p.m. Eastern, to discuss results for the quarter ended April 26, 2026. Wall Street estimates ahead of the release pointed to about $79 billion in revenue for the quarter. MarketScreener’s analyst-consensus page showed expected quarterly sales of about $78.97 billion, which aligns with the roughly $79 billion figure circulating in investor commentary before the report. That setup mattered because NVIDIA entered the release off another record quarter. (investor.nvidia.com) The company reported $68.1 billion in fourth-quarter fiscal 2026 revenue on Feb. 25, including $62.3 billion from data center, and full-year revenue of $215.9 billion. ### Why was $79 billion the number everyone was watching? The $79 billion figure implied another sharp step up from NVIDIA’s last reported quarter. (marketscreener.com) Based on the company’s Feb. 25 results, revenue at that level would be about $10.9 billion above the prior quarter’s $68.1 billion. Analysts were also looking for adjusted earnings per share of about $1.78, according to the context circulating in market previews ahead of the report. (investor.nvidia.com) That combination — revenue near $79 billion and adjusted EPS near $1.78 — framed expectations for whether NVIDIA could keep extending the growth pace it posted through fiscal 2026. (marketscreener.com) ### Which part of NVIDIA’s business was under the closest scrutiny? NVIDIA’s data-center business was the central focus going into the print. The segment produced $62.3 billion in revenue in the company’s most recent reported quarter, far ahead of NVIDIA’s other divisions, and investors were watching whether AI-server demand could push that figure materially higher again. (marketscreener.com) Gross margin and forward guidance were also likely to shape the first market reaction. Yahoo Finance, citing the company’s fiscal 2026 results, noted NVIDIA posted a 71.1% gross margin for the year ended Jan. 25, 2026, giving investors a recent benchmark as they looked for any sign of pricing pressure or mix changes. (investor.nvidia.com) ### Why did this report carry more weight than a routine quarterly update? NVIDIA’s size and position in AI computing made the release a broader read-through for the sector. The company’s chips remain central to data-center buildouts tied to generative AI, machine learning and related workloads, which is why traders and analysts often treat NVIDIA’s revenue and guidance as a proxy for enterprise and cloud spending appetite. (finance.yahoo.com) The quarter under review also covered the period ended April 26, 2026, giving investors a fresh look at demand after NVIDIA closed fiscal 2026 with 65% annual revenue growth. Any change in the company’s outlook would likely feed quickly into estimates for suppliers, cloud companies and other semiconductor names. (finance.yahoo.com) ### What was scheduled to happen after the numbers hit? NVIDIA said prepared remarks would be followed by a question-and-answer session on its May 20 webcast. The company’s investor site said the call would be archived, and analysts were expected to revise price targets and quarterly models after management’s guidance and commentary. (nvidianews.nvidia.com) May 20 was the next concrete milestone, with results due after the close and the conference call set for 5 p.m. ET. The company’s next formal update after that would be its second-quarter fiscal 2027 reporting cycle, which NVIDIA said would follow later in the year on its investor relations calendar. (investor.nvidia.com)