What to Expect From Nvidia’s Earnings on Wednesday – Yahoo Finance
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) reports fiscal Q1 2027 results after the U.S. market close on Wednesday, May 20, with Wall Street expecting another quarter of exceptional AI-driven growth. Wall Street consensus sits at $79 billion in revenue and adjusted earnings per share around $1.81. That represents 82% year-over-year revenue growth and 135% earnings growth for a company valued at more than $5 trillion.
The China question will dominate the call. H200 approvals are in place for buyers including Alibaba (NYSE:BABA), Tencent (TCEHY) and ByteDance, but no revenue has been recognized and Nvidia’s guidance assumes zero China Data Center compute for the quarter. How quickly deliveries begin, and management’s position on the U.S. government’s revenue-sharing arrangement, will be one of the most consequential disclosures on the call.
Investors will also look at forward Q2 guidance. Consensus for next quarter sits at approximately $87.2 billion, and a guide below that reads as deceleration even on a clean Q1 beat. The stock is up roughly 68% over the past twelve months.
