Nvidia's Q1 financial results: what to expect from the upcoming conference call
Santa Clara, Friday, 9 May 2025.
Nvidia investors, mark your calendars. The company has set its first-quarter financial results conference call for May 28. This call offers key insights into Nvidia’s financial health. Analysts and investors will get a peek at the company’s performance and future plans. Colette Kress, Nvidia’s CFO, will provide commentary before the call. A live webcast will be available for those keen to listen in.
Conference call details
Nvidia’s conference call is scheduled for Wednesday, May 28, at 14:00 PT (17:00 ET) [1]. The discussion will cover the financial results for the first quarter of fiscal year 2026, which concluded on April 27, 2025 [1]. A live webcast will be available on Nvidia’s investor relations website [1]. The company will address questions from financial analysts and institutional investors during the Q&A session [1].
Analyst expectations and market sentiment
Analysts anticipate Nvidia will report revenues of approximately $42.1 billion for its fiscal first quarter [4]. This figure represents a 25.934 61.6% increase from the same period last year [4]. Oppenheimer analyst Rick Schafer has reiterated an ‘outperform’ rating on Nvidia with a price target of $175 [4]. Schafer believes Nvidia is well-positioned in AI, benefiting from its full-stack AI hardware and software [4].
Nvidia’s strategic initiatives
Nvidia is expanding its manufacturing footprint within the United States [2]. The company is collaborating with manufacturing partners to build factories stateside that will produce Nvidia AI supercomputers [2]. This move signifies a strategic effort to bolster domestic production capabilities [2]. Nvidia’s GB200 chip, based on the Blackwell processing architecture, has been in full production since December 2024 [4].
Stock performance and influencing factors
Nvidia’s stock performance has lagged behind some of its Magnificent Seven peers and the Nasdaq benchmark over the past six months [4]. The ‘Magnificent Seven’ stocks, including Nvidia, experienced negative performance in the first four months of 2025 [3]. These stocks wield significant influence due to their substantial market capitalizations [3]. Nvidia shares experienced a $593 billion drawdown after DeepSeek’s AI Chatbot launch in late January 2025 [4].
Financial context and future outlook
Hyperscalers like Meta, Microsoft, Google, and Amazon are projected to spend $325 billion in 2025 [4]. Their capital expenditure run rate is expected to increase to around $690 billion, starting in 2023 [4]. Nvidia’s finance chief, Colette Kress, previously described the demand for Nvidia GPUs as “staggering” [4]. Investors will be keen to hear updated perspectives on demand and supply during the conference call [1].