• Reported GAAP EPS of $2.40 up 211.69% YoY • Reported revenue of $81.61B up 85.23% YoY • NVIDIA expects Q2 FY27 revenue of $91.0 billion, plus or minus 2%, with GAAP and non-GAAP gross margins anticipated at 74.9% and 75.0%, respectively, plus or minus 50 basis points.
Bullish
NVIDIA delivered record Q1 FY27 revenue and Data Center growth, returned significant capital to shareholders, and introduced innovative AI platforms and software, reinforcing its market leadership.
Bearish
NVIDIA's Q2 FY27 outlook excludes Data Center compute revenue from China, while GAAP operating expenses are expected to increase, and GAAP gross margin saw a slight sequential decline.