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What moved overnight?How do these companies compare?What changed in the outlook?Where is demand growing?What are the key risks?What is the market expecting?What drove cash flow?What do our notes say?What moved overnight?How do these companies compare?What changed in the outlook?Where is demand growing?What are the key risks?What is the market expecting?What drove cash flow?What do our notes say?
What did management say?How has guidance changed?Which figures are comparable?What changed in the latest filing?What drove the margin change?How does valuation compare?What is priced in?What are the open questions?What did management say?How has guidance changed?Which figures are comparable?What changed in the latest filing?What drove the margin change?How does valuation compare?What is priced in?What are the open questions?
What does the company do?What is driving growth?How much debt is due?What do our notes say?Where do analysts disagree?What changed across my coverage?What are the key risks?What supports the thesis?What does the company do?What is driving growth?How much debt is due?What do our notes say?Where do analysts disagree?What changed across my coverage?What are the key risks?What supports the thesis?
Where is the original source?What challenges the thesis?How do the segments compare?What changed since our last review?What is the market expecting?What did management say?How do rates affect the business?What drove cash flow?Where is the original source?What challenges the thesis?How do the segments compare?What changed since our last review?What is the market expecting?What did management say?How do rates affect the business?What drove cash flow?
What should I ask on the call?Can you chart the trend?What do the latest results show?Which assumptions need another look?How do these companies compare?What is driving growth?What changed in the outlook?What are the open questions?What should I ask on the call?Can you chart the trend?What do the latest results show?Which assumptions need another look?How do these companies compare?What is driving growth?What changed in the outlook?What are the open questions?
What changed in our research?How does valuation compare?What explains the price move?What is happening in the sector?Where is demand growing?What is the source for this number?What supports the thesis?What moved overnight?What changed in our research?How does valuation compare?What explains the price move?What is happening in the sector?Where is demand growing?What is the source for this number?What supports the thesis?What moved overnight?
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Earnings call slides
Live transcriptLive
Operator0:00
Good afternoon. My name is Tiffany, and I will be your conference operator today.
Toshiya Hari0:38
Thank you. Good afternoon, and welcome to NVIDIA's conference call for the second quarter of fiscal 2027.
Toshiya Hari0:38
With me today from NVIDIA are Jensen Huang, President and Chief Executive Officer, and Colette Kress, Executive Vice President and Chief Financial Officer.
Operator0:00
Good afternoon. My name is Tiffany, and I will be your conference operator today.
Toshiya Hari0:38
Thank you. Good afternoon, and welcome to NVIDIA's conference call for the second quarter of fiscal 2027.
Toshiya Hari0:38
With me today from NVIDIA are Jensen Huang, President and Chief Executive Officer, and Colette Kress, Executive Vice President and Chief Financial Officer.
Earnings call insightsNVIDIA · Q2 ’27
Manage themes
Theme
Q1 ’27
Q2 ’27 · Current
Change
Revenue
$82BPrior quarter
$96BBeat +2.5%
+17.1%
EPS
Not disclosed
Record EPS notedNo figure on the call
N/A
Pricing power
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