NVDA · 10-Q · 2026Q2 · Full report
Reportable Segment Performance
NVIDIA CORP · 2026-05-20 · Importance 88 · Surprise 82 · No source text
Compute & Networking revenue was $74,550 million in Q1 FY2027, up $34,961 million year-over-year, driven by Data Center product growth and the ramp of Blackwell systems. Graphics revenue was $7,065 million in Q1 FY2027, up $2,592 million year‑over‑year, driven by sales of Blackwell architecture products. Compute & Networking operating income increased to $53,335 million in Q1 FY2027 (from $22,054 million), reflecting higher revenue and the non‑recurrence of the $4.5 billion H20 charge. Graphics operating income rose to $2,941 million in Q1 FY2027 from $1,640 million a year earlier, driven by higher Graphics revenue.
Key facts
- Compute & Networking segment revenue for the three months ended Apr 26, 2026: $74,550 million, compared to $39,589 million for the three months ended Apr 27, 2025. source
- Compute & Networking operating income for the three months ended Apr 26, 2026: $53,335 million, compared to $22,054 million for the three months ended Apr 27, 2025. source
- Total operating income for the three months ended Apr 26, 2026: $56,276 million, compared to $23,694 million for the three months ended Apr 27, 2025. source
- Graphics segment revenue for the three months ended Apr 26, 2026: $7,065 million, compared to $4,473 million for the three months ended Apr 27, 2025. source
- Graphics operating income for the three months ended Apr 26, 2026: $2,941 million, compared to $1,640 million for the three months ended Apr 27, 2025. source
- Operating income total was $53,536 million in the quarter ended Apr 26, 2026 as shown in summary table at top (and total operating income by segments was $56,276 million elsewhere). source
- The non-recurrence of a $4.5 billion H20 charge drove year-over-year increase in Compute & Networking segment operating income. source
- Revenue by reportable segment Compute & Networking was $74,550 million and Graphics was $7,065 million for the three months ended Apr 26, 2026 (total $81,615 million). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +42.8% | Compute & Networking segment revenue for the three months ended Apr 26, 2026: $74,550 million, compared to $39,589 million for the three… |
| operating_income | positive | realized | +39.9% | Total operating income for the three months ended Apr 26, 2026: $56,276 million, compared to $23,694 million for the three months ended… |
| operating_income | positive | realized | +38.3% | Compute & Networking operating income for the three months ended Apr 26, 2026: $53,335 million, compared to $22,054 million for the three… |
| operating_income | positive | realized | +5.5% | The non-recurrence of a $4.5 billion H20 charge drove year-over-year increase in Compute & Networking segment operating income. |
| revenue | positive | realized | +3.2% | Graphics segment revenue for the three months ended Apr 26, 2026: $7,065 million, compared to $4,473 million for the three months ended… |
| operating_income | positive | realized | +1.6% | Graphics operating income for the three months ended Apr 26, 2026: $2,941 million, compared to $1,640 million for the three months ended… |