NVIDIA Corporation · NVDA · Next earnings

NVIDIA Corporation reports Wednesday, Nov 18, 2026

NVDA reports after market close with consensus EPS at $2.47 and revenue at $108.70B. Last quarter: NVIDIA Q1 FY2027: $82B Revenue, 85% YoY Growth, Vera CPU Launch

Reports After market close59 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.47 Calendar consensus
Consensus revenue $108.70B Calendar consensus
Report date Nov 18, 2026 Wednesday, date estimated
Session After market close 59 days away

Where NVDA left off: FY2027 Q1

Full report

NVIDIA Q1 FY2027: $82B Revenue, 85% YoY Growth, Vera CPU Launch

EPS surprise +6.3% Reported $1.87 vs $1.76
Revenue surprise +4.1% Reported $81.61B vs $78.42B
Stock move -1.8% Event window
Subsequent drift -4.9% Up to 20 sessions

Guidance sentiment was maintained. Q2 FY2027 revenue was guided to $91B, up from $82B reported in Q1. The prior quarter had set Q1 guidance at approximately $78B, which was exceeded by $4B. Capex outlook remains increasing. Management reaffirmed its target of $1 trillion in cumulative Blackwell/Rubin revenue from 2025 through 2027. China revenue remains excluded from the forward outlook due to export-license uncertainty.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply-chain disruptions and inventory commitments could constrain delivery.
  • U.S. export-license uncertainty for H200 GPUs to China; China revenue excluded from outlook.
  • Geopolitical tensions may affect sovereign and regional AI deployments.
  • Capital intensity of scaling AI factories requires large-scale financing.
  • Potential slowdown in hyperscaler capex could impact demand trajectory.

Questions analysts left open

  • Rationale and impact of the new Hyperscale vs. ACIE reporting segmentation.
  • Competitive differentiation between the Hyperscale and ACIE segments.
  • Potential cannibalization or complementarity of CPUs versus GPUs.
  • Market traction and scale potential for LPX and CPX low-latency products.
  • Whether NVIDIA can grow faster than overall hyperscaler CapEx.

Ask FN2 about NVDA next report

Transcript, numbers and history already loaded
What should I watch for in NVDA's next earnings report?How did NVDA guide last quarter, and is consensus above or below that?Give me the bull and bear case going into NVDA earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the NVDA recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent NVDA quarters

All NVDA earnings
-1.8%FY2027 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.