NVIDIA · 2026-05-20
NVIDIA (NVDA) Q1 FY2027财报发布:NVIDIA 的核心仍是 AI 基础设施需求、Blackwell/Rubin 节奏与毛利率质量
Revenue was $81.6B, up 20% from Q4 and 85% year over year.; GAAP and non-GAAP gross margins were 74.9% and 75.0%.; GAAP and non-GAAP diluted EPS were $2.39 and $1.87.; Q2 FY2027 revenue was expected to be about $91.0B, plus or minus 2%.
Revenue was $81.6B, up 20% from Q4 and 85% year over year.
GAAP and non-GAAP gross margins were 74.9% and 75.0%.
GAAP and non-GAAP diluted EPS were $2.39 and $1.87.
Q2 FY2027 revenue was expected to be about $91.0B, plus or minus 2%.
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Revenue was $81.6B, up 20% from Q4 and 85% year over year.
SnowballHare 解读:这份财报要看 AI 基础设施需求是否继续推高收入曲线,同时毛利率和供应限制能否支撑估值。
GAAP and non-GAAP gross margins were 74.9% and 75.0%.
SnowballHare 解读:这份财报要看 AI 基础设施需求是否继续推高收入曲线,同时毛利率和供应限制能否支撑估值。
GAAP and non-GAAP diluted EPS were $2.39 and $1.87.
SnowballHare 解读:这份财报要看 AI 基础设施需求是否继续推高收入曲线,同时毛利率和供应限制能否支撑估值。
Q2 FY2027 revenue was expected to be about $91.0B, plus or minus 2%.
SnowballHare 解读:这份财报要看 AI 基础设施需求是否继续推高收入曲线,同时毛利率和供应限制能否支撑估值。
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