earnings
confidence high
sentiment negative
materiality 0.85
NVIDIA Q1 revenue $44.1B (+69% YoY) but $4.5B H20 charge, Q2 guide reflects $8B H20 loss
NVIDIA CORP
2026-Q1 EPS
reported $0.76
vs consensus $1.56
▼ miss
(-51.4%)
- Revenue $44.1B (+69% YoY); Data Center $39.1B (+73% YoY); Gaming record $3.8B.
- GAAP EPS $0.76; non-GAAP EPS $0.81; excluding $4.5B H20 charge & tax, EPS would be $0.96.
- $4.5B charge from H20 China export license required Apr 9, 2025; $2.5B of Q1 H20 revenue unshipable.
- Q2 revenue guidance $45.0B (+/-2%), reflecting ~$8B H20 revenue loss due to export controls.
- Quarterly dividend $0.01/share payable July 3 to holders of record June 11.
item 2.02item 9.01