NVIDIA · Q1 FY2026 · May 28, 2025
NVIDIA (NVDA) Q1 FY2026 Earnings: Revenue reached $44.1B as data-center AI demand kept scaling.
A structured quarterly research file based on the earnings release and cited primary documents. Consensus, transcript, Q&A, and price-reaction fields are shown only when verified data are available.
Year over year: +12%
Year over year: +10%
Reported result
Reported result
Investment read
Revenue was $44.1B, up 12% from Q4 and 69% year over year. Data Center revenue was $39.1B, up 10% from Q4 and 73% year over year. The next research checkpoint is investors needed strong demand without a major margin reset.
Results check
Reported results
| Metric | Reported | YoY |
|---|---|---|
| Revenue | $44.1BRevenue was $44.1B, up 12% from Q4 and 69% year over year. Source | +12% |
| Data center | $39.1BData Center revenue was $39.1B, up 10% from Q4 and 73% year over year. Source | +10% |
| Margin | N/AGross margin remained a key part of the premium valuation debate. Source | — |
| Outlook | N/AManagement guided around continued AI infrastructure demand. Source | — |
Investor focus
What investors are likely to focus on
Potential result drivers
- Revenue was $44.1B, up 12% from Q4 and 69% year over year.
- Data Center revenue was $39.1B, up 10% from Q4 and 73% year over year.
- Gross margin remained a key part of the premium valuation debate.
- Management guided around continued AI infrastructure demand.
Verified after-hours, next-day, and benchmark-relative price data are not stored in this record. The factors above are research considerations, not a measured attribution of the stock move.
Next quarter
What to watch next
| Indicator | Current baseline | Next check | Source |
|---|---|---|---|
| Revenue | $44.1B | The size of growth kept NVIDIA in estimate-revision mode. | Primary source |
| Data center | $39.1B | The business was still primarily an AI infrastructure story. | Primary source |
| Margin | N/A | Investors needed strong demand without a major margin reset. | Primary source |
| Outlook | N/A | The market was testing whether supply could keep up with hyperscaler demand. | Primary source |
Primary documents
Sources and documents
FAQ
Reader questions
What did NVIDIA report for Revenue?
Revenue was $44.1B, up 12% from Q4 and 69% year over year.
What did NVIDIA report for Data center?
Data Center revenue was $39.1B, up 10% from Q4 and 73% year over year.
What did NVIDIA report for Margin?
Gross margin remained a key part of the premium valuation debate.