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%.

收入 $81.6B

Revenue was $81.6B, up 20% from Q4 and 85% year over year.

毛利率 74.9%

GAAP and non-GAAP gross margins were 74.9% and 75.0%.

EPS $2.39

GAAP and non-GAAP diluted EPS were $2.39 and $1.87.

指引 $91.0B

Q2 FY2027 revenue was expected to be about $91.0B, plus or minus 2%.

已披露数据

NVDA 关键披露数字

01
收入

Revenue was $81.6B, up 20% from Q4 and 85% year over year.

为什么重要

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。

02
毛利率

GAAP and non-GAAP gross margins were 74.9% and 75.0%.

为什么重要

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。

03
EPS

GAAP and non-GAAP diluted EPS were $2.39 and $1.87.

为什么重要

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。

04
指引

Q2 FY2027 revenue was expected to be about $91.0B, plus or minus 2%.

为什么重要

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。

来源

原文与出处

NVIDIA Q1 FY2027 results