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Inside CalypsoVerified Q1 FY27 snapshot

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NVIDIA CorporationNVDA · Company research

Earnings dateNov 19, 2025Feb 25, 2026May 20, 2026

$206.64+2.93% · Aug 3 closeNext report · Aug 26

NewStrongerWeakervs Q4 FY26

Calendar Q2 2026 · Q1 FY27

Bull thesis 3 quarter changes

ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale. The $91.0B ±2% Q2 guide implies 11.5% sequential growth with zero China Data Center compute. GAAP gross margin edged to 74.9% from 75.0%.

Bear thesis 3 quarter changes

Three customers represented 54% of revenue. Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B. China drag did not worsen: the Q2 outlook maintains the same zero-revenue assumption.

Quarterly reviewNVDA reported 5 quarters

Q1 FY27 · Apr 26$208.27 stock · +85.2% revenue YoY71.5% GAAP net income margin

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Company evidence
Trace each reported change to its source.
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Open NVIDIA evidence
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Open NVIDIA debates
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Form 13F data is delayed, and short interest is shown separately.
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Live earnings dashboard

Watchlist price action and company events

Overnight + live

Intraday performance · Watchlist

1D5D1M1Y Pin latest

9:3011:001:003:004:00

NVDA +2.93%META +6.02%NFLX +2.26%CRWV +19.49%

Company events3 primary sources

NVDAPrimary release

+2.93%

METARegulatory filing

+6.02%

NFLXCompany release

+2.26%

Overnight Markets Asia open

WatchlistLatestTodayFCF yieldCapital return

NVDA$206.64+2.93%2.3%0.9%

META$590.24+6.02%2.7%1.1%

NFLX$73.33+2.26%3.6%3.3%

CRWV$85.76+19.49%−14.6%0.0%

Company Q&A

Find the excerpt behind the answer.

Sources attached

DebatesTop NewsCredibilityComps13F Intelligence

What changed in NVIDIA's latest quarter?

Latest reported quarterQ1 FY27

ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale.

Reported results · Source linked

Quarter-over-quarter comparisonQ1 FY27

GAAP gross margin edged to 74.9% from 75.0%.

Reported results · Source linked

Reported balance sheetQ1 FY27

Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B.

Primary filing · Source linked

SSI partnership expands compute by an order of magnitude

Strategic investment · Primary source

ProductCompany release · Jul 26

Agent Toolkit adds PhysicsNeMo and CUDA-X libraries

Developer platform · Primary source

ProductCompany update · Jul 21

Vera Rubin racks begin running at cloud partners

Production ramp · Primary source

Bull / bear thesis

Same evidence. Both sides.

Sources attached

↑

Q1 FY2027 · Latest earningsBull thesis

Stronger
ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale.
Reported results · Source linked
New
The $91.0B ±2% Q2 guide implies 11.5% sequential growth with zero China Data Center compute.
Company outlook · Source linked
Weaker
GAAP gross margin edged to 74.9% from 75.0%.
Reported results · Source linked

↓

Q1 FY2027 · Latest earningsBear thesis

New
Three customers represented 54% of revenue.
Reported results · Source linked
Stronger
Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B.
Primary filing · Source linked
Weaker
China drag did not worsen because the Q2 outlook maintains the same zero-revenue assumption.
Company outlook · Source linked

Management record

Gross margin 74.9%Q2 outlook $91.0B ±2%China DC compute Zero revenue

Tracked across quarters

Reported positioning

13F changes · Quarter by quarter

Reporting basis shown

← NewerQ1 2026Older →

Positions as reported · 40/40 managers complete

Shared convictionMost widely held1AMZN28 managers2GOOG27 managers3NVDA26 managers

Quarterly buyingEstimated net additions1AAPL+$4.4B2META+$3.8B3TSLA+$1.6B

Quarterly sellingEstimated net reductions1MSFT−$9.3B2AMZN−$2.9B3NFLX−$2.5B

ManagerNVDAMSFTMETAGOOGAMZN

Coatue−−−−−

Voyager Global+++ +−+

Appaloosa−−−−+

Tiger Global+−+·−

Reported share activity · ++ new · + add · − reduce or exit · GOOG + GOOGL combined

Recent 13F filingsEgerton Capital · Jul 21Accepted 12:02 ETQ2 2026 · 13F-HR

Calypso research workspaceDated financial data · reporting basis shown

Public-equities research

Follow public-equity research from the market move to the source.

Market tape
See live and overnight price action, earnings, and cited company news.
The market tape is the live record of price action across your watchlist, with the earnings and catalysts behind each move.
Open Live Dashboard
Calypso/Live Dashboard
LIVEPredictions13F
Search companies…
Today's market
NVDA+2.93%
META+6.02%
NFLX+2.26%
CRWV+19.49%
Research views
Earnings Updates
Top News
Credibility
13F Intelligence
Live earnings dashboard
Watchlist price action and company events
Overnight + live
Intraday performance · Watchlist
1D5D1M1Y Pin latest
9:3011:001:003:004:00
NVDA +2.93%META +6.02%NFLX +2.26%CRWV +19.49%
Company events3 primary sources
NVDAPrimary release
+2.93%
METARegulatory filing
+6.02%
NFLXCompany release
+2.26%
Overnight Markets Asia open
WatchlistLatestTodayFCF yieldCapital return
NVDA$206.64+2.93%2.3%0.9%
META$590.24+6.02%2.7%1.1%
NFLX$73.33+2.26%3.6%3.3%
CRWV$85.76+19.49%−14.6%0.0%
Company Q&A
Find the excerpt behind the answer.
Sources attached
DebatesTop NewsCredibilityComps13F Intelligence
What changed in NVIDIA's latest quarter?
Latest reported quarterQ1 FY27
ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale.
Reported results · Source linked
Quarter-over-quarter comparisonQ1 FY27
GAAP gross margin edged to 74.9% from 75.0%.
Reported results · Source linked
Reported balance sheetQ1 FY27
Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B.
Primary filing · Source linked
Top News · 3 selected
CustomerJoint release · Jul 27
SSI partnership expands compute by an order of magnitude
Strategic investment · Primary source
ProductCompany release · Jul 26
Agent Toolkit adds PhysicsNeMo and CUDA-X libraries
Developer platform · Primary source
ProductCompany update · Jul 21
Vera Rubin racks begin running at cloud partners
Production ramp · Primary source
Bull / bear thesis
Same evidence. Both sides.
Sources attached
↑
Q1 FY2027 · Latest earningsBull thesis
Stronger
ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale.
Reported results · Source linked
New
The $91.0B ±2% Q2 guide implies 11.5% sequential growth with zero China Data Center compute.
Company outlook · Source linked
Weaker
GAAP gross margin edged to 74.9% from 75.0%.
Reported results · Source linked
↓
Q1 FY2027 · Latest earningsBear thesis
New
Three customers represented 54% of revenue.
Reported results · Source linked
Stronger
Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B.
Primary filing · Source linked
Weaker
China drag did not worsen because the Q2 outlook maintains the same zero-revenue assumption.
Company outlook · Source linked
Management record
Gross margin 74.9%Q2 outlook $91.0B ±2%China DC compute Zero revenue
Tracked across quarters
Reported positioning
13F changes · Quarter by quarter
Reporting basis shown
← NewerQ1 2026Older →
Positions as reported · 40/40 managers complete
Shared convictionMost widely held1AMZN28 managers2GOOG27 managers3NVDA26 managers
Quarterly buyingEstimated net additions1AAPL+$4.4B2META+$3.8B3TSLA+$1.6B
Quarterly sellingEstimated net reductions1MSFT−$9.3B2AMZN−$2.9B3NFLX−$2.5B
ManagerNVDAMSFTMETAGOOGAMZN
Coatue−−−−−
Voyager Global+++ +−+
Appaloosa−−−−+
Tiger Global+−+·−
Reported share activity · ++ new · + add · − reduce or exit · GOOG + GOOGL combined
Recent 13F filingsEgerton Capital · Jul 21Accepted 12:02 ETQ2 2026 · 13F-HR
Calypso research workspace · Dated financial data with reporting basis shown.
Company evidence
Trace each reported change to its source.
Research one company across cited news, earnings transcripts, management history, and comparable businesses.
Open NVIDIA evidence
Calypso/NVDA
LIVEPredictions13F
Search companies…
Today's market
NVDA+2.93%
META+6.02%
NFLX+2.26%
CRWV+19.49%
Research views
Earnings Updates
Top News
Credibility
13F Intelligence
Live earnings dashboard
Watchlist price action and company events
Overnight + live
Intraday performance · Watchlist
1D5D1M1Y Pin latest
9:3011:001:003:004:00
NVDA +2.93%META +6.02%NFLX +2.26%CRWV +19.49%
Company events3 primary sources
NVDAPrimary release
+2.93%
METARegulatory filing
+6.02%
NFLXCompany release
+2.26%
Overnight Markets Asia open
WatchlistLatestTodayFCF yieldCapital return
NVDA$206.64+2.93%2.3%0.9%
META$590.24+6.02%2.7%1.1%
NFLX$73.33+2.26%3.6%3.3%
CRWV$85.76+19.49%−14.6%0.0%
Company Q&A
Find the excerpt behind the answer.
Sources attached
DebatesTop NewsCredibilityComps13F Intelligence
What changed in NVIDIA's latest quarter?
Latest reported quarterQ1 FY27
ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale.
Reported results · Source linked
Quarter-over-quarter comparisonQ1 FY27
GAAP gross margin edged to 74.9% from 75.0%.
Reported results · Source linked
Reported balance sheetQ1 FY27
Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B.
Primary filing · Source linked
Top News · 3 selected
CustomerJoint release · Jul 27
SSI partnership expands compute by an order of magnitude
Strategic investment · Primary source
ProductCompany release · Jul 26
Agent Toolkit adds PhysicsNeMo and CUDA-X libraries
Developer platform · Primary source
ProductCompany update · Jul 21
Vera Rubin racks begin running at cloud partners
Production ramp · Primary source
Bull / bear thesis
Same evidence. Both sides.
Sources attached
↑
Q1 FY2027 · Latest earningsBull thesis
Stronger
ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale.
Reported results · Source linked
New
The $91.0B ±2% Q2 guide implies 11.5% sequential growth with zero China Data Center compute.
Company outlook · Source linked
Weaker
GAAP gross margin edged to 74.9% from 75.0%.
Reported results · Source linked
↓
Q1 FY2027 · Latest earningsBear thesis
New
Three customers represented 54% of revenue.
Reported results · Source linked
Stronger
Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B.
Primary filing · Source linked
Weaker
China drag did not worsen because the Q2 outlook maintains the same zero-revenue assumption.
Company outlook · Source linked
Management record
Gross margin 74.9%Q2 outlook $91.0B ±2%China DC compute Zero revenue
Tracked across quarters
Reported positioning
13F changes · Quarter by quarter
Reporting basis shown
← NewerQ1 2026Older →
Positions as reported · 40/40 managers complete
Shared convictionMost widely held1AMZN28 managers2GOOG27 managers3NVDA26 managers
Quarterly buyingEstimated net additions1AAPL+$4.4B2META+$3.8B3TSLA+$1.6B
Quarterly sellingEstimated net reductions1MSFT−$9.3B2AMZN−$2.9B3NFLX−$2.5B
ManagerNVDAMSFTMETAGOOGAMZN
Coatue−−−−−
Voyager Global+++ +−+
Appaloosa−−−−+
Tiger Global+−+·−
Reported share activity · ++ new · + add · − reduce or exit · GOOG + GOOGL combined
Recent 13F filingsEgerton Capital · Jul 21Accepted 12:02 ETQ2 2026 · 13F-HR
Calypso research workspace · Dated financial data with reporting basis shown.
Variant view
See what strengthened and what broke.
Compare the bull and bear cases as new evidence changes the investment thesis.
Open NVIDIA debates
Calypso/NVDA
LIVEPredictions13F
Search companies…
Today's market
NVDA+2.93%
META+6.02%
NFLX+2.26%
CRWV+19.49%
Research views
Earnings Updates
Top News
Credibility
13F Intelligence
Live earnings dashboard
Watchlist price action and company events
Overnight + live
Intraday performance · Watchlist
1D5D1M1Y Pin latest
9:3011:001:003:004:00
NVDA +2.93%META +6.02%NFLX +2.26%CRWV +19.49%
Company events3 primary sources
NVDAPrimary release
+2.93%
METARegulatory filing
+6.02%
NFLXCompany release
+2.26%
Overnight Markets Asia open
WatchlistLatestTodayFCF yieldCapital return
NVDA$206.64+2.93%2.3%0.9%
META$590.24+6.02%2.7%1.1%
NFLX$73.33+2.26%3.6%3.3%
CRWV$85.76+19.49%−14.6%0.0%
Company Q&A
Find the excerpt behind the answer.
Sources attached
DebatesTop NewsCredibilityComps13F Intelligence
What changed in NVIDIA's latest quarter?
Latest reported quarterQ1 FY27
ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale.
Reported results · Source linked
Quarter-over-quarter comparisonQ1 FY27
GAAP gross margin edged to 74.9% from 75.0%.
Reported results · Source linked
Reported balance sheetQ1 FY27
Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B.
Primary filing · Source linked
Top News · 3 selected
CustomerJoint release · Jul 27
SSI partnership expands compute by an order of magnitude
Strategic investment · Primary source
ProductCompany release · Jul 26
Agent Toolkit adds PhysicsNeMo and CUDA-X libraries
Developer platform · Primary source
ProductCompany update · Jul 21
Vera Rubin racks begin running at cloud partners
Production ramp · Primary source
Bull / bear thesis
Same evidence. Both sides.
Sources attached
↑
Q1 FY2027 · Latest earningsBull thesis
Stronger
ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale.
Reported results · Source linked
New
The $91.0B ±2% Q2 guide implies 11.5% sequential growth with zero China Data Center compute.
Company outlook · Source linked
Weaker
GAAP gross margin edged to 74.9% from 75.0%.
Reported results · Source linked
↓
Q1 FY2027 · Latest earningsBear thesis
New
Three customers represented 54% of revenue.
Reported results · Source linked
Stronger
Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B.
Primary filing · Source linked
Weaker
China drag did not worsen because the Q2 outlook maintains the same zero-revenue assumption.
Company outlook · Source linked
Management record
Gross margin 74.9%Q2 outlook $91.0B ±2%China DC compute Zero revenue
Tracked across quarters
Reported positioning
13F changes · Quarter by quarter
Reporting basis shown
← NewerQ1 2026Older →
Positions as reported · 40/40 managers complete
Shared convictionMost widely held1AMZN28 managers2GOOG27 managers3NVDA26 managers
Quarterly buyingEstimated net additions1AAPL+$4.4B2META+$3.8B3TSLA+$1.6B
Quarterly sellingEstimated net reductions1MSFT−$9.3B2AMZN−$2.9B3NFLX−$2.5B
ManagerNVDAMSFTMETAGOOGAMZN
Coatue−−−−−
Voyager Global+++ +−+
Appaloosa−−−−+
Tiger Global+−+·−
Reported share activity · ++ new · + add · − reduce or exit · GOOG + GOOGL combined
Recent 13F filingsEgerton Capital · Jul 21Accepted 12:02 ETQ2 2026 · 13F-HR
Calypso research workspace · Dated financial data with reporting basis shown.
Reported positioning
Review reported fund adds, cuts, and exits.
Form 13F data is delayed, and short interest is shown separately.
Open NVIDIA ownership
Calypso/13F Intelligence
LIVEPredictions13F
Search companies…
Today's market
NVDA+2.93%
META+6.02%
NFLX+2.26%
CRWV+19.49%
Research views
Earnings Updates
Top News
Credibility
13F Intelligence
Live earnings dashboard
Watchlist price action and company events
Overnight + live
Intraday performance · Watchlist
1D5D1M1Y Pin latest
9:3011:001:003:004:00
NVDA +2.93%META +6.02%NFLX +2.26%CRWV +19.49%
Company events3 primary sources
NVDAPrimary release
+2.93%
METARegulatory filing
+6.02%
NFLXCompany release
+2.26%
Overnight Markets Asia open
WatchlistLatestTodayFCF yieldCapital return
NVDA$206.64+2.93%2.3%0.9%
META$590.24+6.02%2.7%1.1%
NFLX$73.33+2.26%3.6%3.3%
CRWV$85.76+19.49%−14.6%0.0%
Company Q&A
Find the excerpt behind the answer.
Sources attached
DebatesTop NewsCredibilityComps13F Intelligence
What changed in NVIDIA's latest quarter?
Latest reported quarterQ1 FY27
ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale.
Reported results · Source linked
Quarter-over-quarter comparisonQ1 FY27
GAAP gross margin edged to 74.9% from 75.0%.
Reported results · Source linked
Reported balance sheetQ1 FY27
Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B.
Primary filing · Source linked
Top News · 3 selected
CustomerJoint release · Jul 27
SSI partnership expands compute by an order of magnitude
Strategic investment · Primary source
ProductCompany release · Jul 26
Agent Toolkit adds PhysicsNeMo and CUDA-X libraries
Developer platform · Primary source
ProductCompany update · Jul 21
Vera Rubin racks begin running at cloud partners
Production ramp · Primary source
Bull / bear thesis
Same evidence. Both sides.
Sources attached
↑
Q1 FY2027 · Latest earningsBull thesis
Stronger
ACIE revenue accelerated 31% q/q to $37.4B versus 12% for Hyperscale.
Reported results · Source linked
New
The $91.0B ±2% Q2 guide implies 11.5% sequential growth with zero China Data Center compute.
Company outlook · Source linked
Weaker
GAAP gross margin edged to 74.9% from 75.0%.
Reported results · Source linked
↓
Q1 FY2027 · Latest earningsBear thesis
New
Three customers represented 54% of revenue.
Reported results · Source linked
Stronger
Inventory rose 20.5% q/q to $25.8B and supply commitments grew 25% to $119B.
Primary filing · Source linked
Weaker
China drag did not worsen because the Q2 outlook maintains the same zero-revenue assumption.
Company outlook · Source linked
Management record
Gross margin 74.9%Q2 outlook $91.0B ±2%China DC compute Zero revenue
Tracked across quarters
Reported positioning
13F changes · Quarter by quarter
Reporting basis shown
← NewerQ1 2026Older →
Positions as reported · 40/40 managers complete
Shared convictionMost widely held1AMZN28 managers2GOOG27 managers3NVDA26 managers
Quarterly buyingEstimated net additions1AAPL+$4.4B2META+$3.8B3TSLA+$1.6B
Quarterly sellingEstimated net reductions1MSFT−$9.3B2AMZN−$2.9B3NFLX−$2.5B
ManagerNVDAMSFTMETAGOOGAMZN
Coatue−−−−−
Voyager Global+++ +−+
Appaloosa−−−−+
Tiger Global+−+·−
Reported share activity · ++ new · + add · − reduce or exit · GOOG + GOOGL combined
Recent 13F filingsEgerton Capital · Jul 21Accepted 12:02 ETQ2 2026 · 13F-HR
Calypso research workspace · Dated financial data with reporting basis shown.

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Trace each reported change to its source.

See what strengthened and what broke.

Review reported fund adds, cuts, and exits.

Follow public-equity research from the market move to the source.

See live and overnight price action, earnings, and cited company news.

Trace each reported change to its source.

See what strengthened and what broke.

Review reported fund adds, cuts, and exits.

Choose the access that fits your research.

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