NVDA Earnings Date Revealed: NVIDIA to Report Q1 Results—What Investors Need to Know

Ahead of Nvidia’s First-Quarter Fiscal 2026 Report: Key Details and What to Watch NVDA EARNINGS DATE CONFIRMED Nvidia Corporation will publish results for its fiscal first quarter (quarter ending April 2025) after the U.S. market closes on Wednesday, May 28, 2025. Management will host a webcasted conference call shortly after the release; investors can access the stream through the company’s investor-relations site. WHY THE MAY 28 PRINT MATTERS • Largest market-cap semiconductor name: At roughly $2.1 trillion, Nvidia now determines the direction of both the Philadelphia Semiconductor Index and the S&P 500’s tech sector. • AI demand barometer: Wall Street uses Nvidia’s data-center revenue to gauge enterprise spending on generative AI infrastructure. • China exposure update: Analysts expect management to quantify the revenue impact of U.S. export restrictions on advanced GPUs, a theme that weighed on guidance last quarter. CONSENSUS ESTIMATES According to FactSet, analysts are looking for revenue of $24.7 billion and adjusted EPS of $5.19, implying year-over-year growth of 225 % and 290 %, respectively. Whisper numbers on trading desks run higher—some as much as $26 billion—making the guidance range equally crucial. METRICS TO TRACK 1. Data-Center Segment: Street models peg data-center sales at ~$20 billion; any figure above $21 billion would suggest hyperscaler demand remains insatiable. 2. Gross Margin: Consensus stands at 77 %; supply-chain commentary will indicate whether pricing power is still expanding. 3. Capital-Return Policy: Nvidia ended fiscal 2025 with $26 billion in cash; a sharper buy-back pace or dividend hike could stoke bullish sentiment. 4. Hopper→Blackwell Transition: Management may outline shipment timing for Blackwell-based B100 GPUs, a potential catalyst for second-half revenue acceleration. OPTIONS MARKET SIGNALS Implied volatility in weekly NVDA contracts prices a ±9 % move through the earnings window, higher than the eight-quarter average of 6.7 %. Traders have accumulated call open interest at the $1,150 and $1,200 strikes, while put buyers target the $950 level, underscoring a barbell positioning ahead of the print. RECENT SHARE-PRICE ACTION NVDA shares have rallied 42 % year-to-date, handily outperforming the SOX index’s 27 % gain. The stock notched an all-time closing high of $1,136.52 on May 24. Profit-taking emerged on May 27 as investors hedged into the event. Nevertheless, short interest remains muted at 1.1 % of float, indicating limited bearish conviction. WHAT COULD SURPRISE • Upside: Stronger-than-expected demand for entry-level H20 chips in China; early Blackwell pre-orders from enterprise verticals; expanded supply commitment from TSMC. • Downside: Guidance that factors a lengthier approval timeline for U.S. export licenses; comments on slower AI server deployments at smaller cloud providers. HOW TO PREPARE The earnings release and shareholder letter will post to Nvidia’s IR page at approximately 4:20 p.m. ET. The conference call begins at 5 p.m. ET, with a replay available within 24 hours. Investors should compare Nvidia’s outlook for fiscal Q2 and full-year gross margin against consensus to judge whether the AI leader can extend its record run or faces a digestion phase. BOTTOM LINE With expectations sky-high and the “NVDA earnings date” dominating financial headlines, May 28 is shaping up as a pivotal moment for both Nvidia and the broader artificial-intelligence trade. Whether the company delivers another blockbuster beat-and-raise or signals a moderation in growth will likely set the tone for semiconductor and mega-cap tech sentiment through the summer.