Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. 

According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.

Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.

NVIDIA Financial Results for Q4 Fiscal 2025

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Broadcom also stated that three hyperscale customers are making large purchases of XPU, which is expected to bring a market of USD 60-90 billion in fiscal year 2027. Additionally, four partners are developing custom accelerators, which are not currently included in the above market estimates

- Broadcom reported a strong first-quarter performance with revenues of $14.92 billion, exceeding analyst expectations, driven by a 25% year-over-year increase.  
- The company anticipates AI semiconductor revenue to reach $4.4 billion in the second quarter, signaling robust AI spending from investors.  
- Broadcom's semiconductor revenue grew 11% to $8.2 billion, while infrastructure software revenue surged 47% to $6.7 billion, reflecting significant growth in AI and software sectors.

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Broadcom conference call: Demand from hyperscale customers is strong, expecting the AI market to reach $90 billion by 2027