Nvidia earnings updates: Wall Street watching for tariff impact, China market share

Jensen Huang, co-founder and chief executive officer of Nvidia Corp

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Nvidia earnings updates: Wall Street watching for tariff impact, China market share

Nvidia's earnings call is today at 5 pm ET. NVDA stock heads into the report up 0.9% YTD. Investors are focused on Trump tariff impact.

  • 1 mins read
  • Nvidia will release its first-quarter earnings after the closing bell on Wednesday.
  • Shares of the tech giant were up 0.9% year-to-date through Tuesday.
  • There are concerns around how tariffs will impact the business, but Wall Street is still optimistic.

Nvidia will report fiscal first-quarter earnings on Wednesday after the closing bell.

The impact of President Donald Trump's tariffs on Nvidia will be in focus, as will the company's shrinking market share in China. The overall outlook for Nvidia earnings on Wall Street is generally upbeat, but uncertainty looms in the second half of 2025.

The earnings-release time is shortly after 4 p.m. ET, and its conference call with analysts will start around 5 p.m.

Nvidia's stock was up 0.9% year-to-date through Tuesdays's close, slightly outpacing the S&P 500's 0.7% increase.

Nvidia's consensus first-quarter revenue estimate is $43.32 billion.

First quarter

  • Revenue estimate: $43.32 billion

    • Data center revenue estimate: $39.36 billion
    • Compute revenue estimate: $35.47 billion
    • Networking revenue estimate: $3.45 billion
    • Gaming revenue estimate: $2.85 billion
    • Professional Visualization revenue estimate: $505.8 million
    • Automotive revenue estimate: $584.2 million
  • Adjusted gross margin estimate: 71.1%
  • R&D expenses estimate: $4.06 billion
  • Adjusted operating expenses estimate: $3.63 billion
  • Adjusted operating income estimate: $25.66 billion
  • Adjusted EPS estimate: 88c
  • Capital expenditure estimate: $888.2 million

Second quarter

  • Revenue estimate: $46.37 billion
  • Adjusted gross margin estimate: 72%
  • Adjusted operating expenses estimate: $3.86 billion
  • Capital expenditure estimate: $913.9 million

Full year 2026

  • Revenue estimate: $200.56 billion
  • Capital expenditure estimate: $3.82 billion

The post Nvidia earnings updates: Wall Street watching for tariff impact, China market share appeared first on Business Insider

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