u/Not69Batman

NVDA Quarterly Revenue $81.6 billion (up 85% YoY)
▲ 1.7k r/stocks

NVDA Quarterly Revenue $81.6 billion (up 85% YoY)

NVDA Quarterly Results

  • Revenue = $81.6 billion (up 85% YoY) Data Center Hyperscale $37.9 billion (up 115% YoY) + Data Center AI Cloud, Industrial & Enterprise $37.4 billion (up 74% YoY) + Edge Computing $6.3 billion (up 29% YoY)
  • GAAP Net Income = $58.3 billion (up 211% YoY) includes $15.9 billion net gain from securities minus $3.1 billion tax and other costs Non-GAAP Net Income = $45.5 billion (up 139% YoY)
  • GAAP Earnings Per Share = $2.39 (up 214% YoY) Non-GAAP EPS = $1.87 (up 140% YoY)
  • Free Cash Flow = $48.5 billion (up 86% YoY)
  • Operating Expenses = $7.6 billion (up 52% YoY) compute & infrastructure, employees compensation and engineering development
  • $80 billion additional share repurchase authorisation, on top of remaining $39 billion.
  • Quarterly cash dividend increased from $0.01 per share to $0.25 per share.

NVDA Next Quarter Outlook

  • Revenue = $91 billion (plus or minus 2%)
  • Gross Margin = 74.9% (plus or minus 0.5%)
  • Operating Expenses = $8.5 billion

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2027


NVDA Quarterly News:

  • Recognised as Google Cloud Partner of the Year in two categories.
  • Collaborating with energy leaders to accelerate power‑flexible AI factories to fortify the grid.
  • Invested $2 billion each in Marvell, Nebius, Coherent and Lumentum.
  • Announced a multi-year partnership with META spanning on-premises, cloud and AI infrastructure.
  • Launched BlueField-4 STX storage architecture, Vera CPU and Space-1 Vera Rubin Module.
  • Expanding AI-RAN partnerships with global telcos.
  • Partnership wirh Hyundai Motor and Kia for next gen Autonomous Driving Technology.

Position: Long NVDA (5 years). Not financial advice.

u/Not69Batman — 2 days ago
▲ 210 r/stocks

AAPL Q2 2026 (Jan-Mar 2026) Quarterly Results

Revenue = $111.2 billion (up 17% YoY)

Net Income = $29.58 billion (up 19% YoY)

Earnings Per Share = $2.01 (up 22% YoY)

Revenue by Segment

  • iPhone = $57 billion (up 22% YoY)
  • Mac = $8.4 billion (up 6% YoY)
  • iPad = $6.9 billion (up 8% YoY)
  • Wearables, Home and Accessories = $7.9 billion (up 5% YoY)
  • Services = $31 billion (up 16% YoY)

Position: Long AAPL (5+ years). Not financial advice.

reddit.com
u/Not69Batman — 22 days ago
▲ 199 r/stocks

Hyperscalers Quarterly Growth

  • GOOGL: Cloud revenue $20.03 billion (up 63.38% YoY) and Ads revenue $77.25 billion (up 15.49% YoY)
  • AMZN: Cloud revenue $37.59 billion (up 28.43% YoY) and Ads revenue $17.24 billion (up 23.85% YoY)
  • MSFT: Intelligent Cloud revenue $34.68 billion (up 29.64% YoY). Azure specific growth 40%.
  • META: Ads revenue $55.02 billion (up 32.93% YoY)

Quarterly CapEx

  • GOOGL: $35.7 billion (up 197.5% YoY)
  • AMZN: $44.1 billion (up 67% YoY)
  • MSFT: $31.9 billion (up 49.1% YoY)
  • META: $19.8 billion (up 44.5% YoY)

Quarterly Free Cash Flow

  • GOOGL: $10.1 billion (down 46.8% YoY)
  • AMZN: $1.2 billion (down 95.4% YoY)
  • MSFT: $15.8 billion (down 22% YoY)
  • META: $12.4 billion (up 19.2% YoY)

Revenue Backlog

  • GOOGL: $461 billion (up 185% YoY)
  • AMZN: $268 billion (up 54% YoY)
  • MSFT: $627 billion (up 99% YoY)
  • META: N/A as short term contracts

AI CapEx Supply Chain Beneficiaries

  • Nvidia: Designs GPUs (H200, Blackwell Ultra and Rubin), CPUs (Grace and Vera) and Networking (NVLink, Ethernet-X and BlueField).
  • Broadcom: Designs Custom AI ASICs for Google (TPU) and Meta (MTIA).
  • Marvell: Designs Amazon Trainium and Inferentia.
  • TSMC: Manufactures all the logic chips from Nvidia, Google, Meta, Amazon and Microsoft as well as the Nvidia networking equipment.
  • Samsung, SKHynix and Micron: Design and manufacture memory chips.
  • ​Vertiv, Schneider Electric and Eaton: Power and cooling.

Long positions: NVDA, GOOGL, META, MSFT, AMZN, TSM and MU. Not financial advice.

reddit.com
u/Not69Batman — 23 days ago
▲ 116 r/stocks

Net sales increased 17% to $181.5 billion in the first quarter, compared with $155.7 billion in first quarter 2025.

Operating income increased to $23.9 billion in the first quarter, compared with $18.4 billion in first quarter 2025.

Net income increased to $30.3 billion in the first quarter, or $2.78 per diluted share, compared with $17.1 billion, or $1.59 per diluted share, in first quarter 2025.

* First quarter 2026 net income includes pre-tax gains of $16.8 billion included in non-operating income from our investments in Anthropic.

Free cash flow decreased to $1.2 billion for the trailing twelve months, driven primarily by a year-over-year increase of $59.3 billion in purchases of property and equipment, net of proceeds from sales and incentives.

https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-First-Quarter-Results/

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Position: Long AMZN, since 2021. NFA.

reddit.com
u/Not69Batman — 23 days ago
▲ 532 r/stocks

GOOGL Q1 2026 (Jan-Mar 2026) Quarterly Results

Revenue = $109.9 billion (up 22% YoY)

Net Income = $62.6 billion (up 81% YoY)

Earnings Per Share = $5.11 (up 81.8% YoY)

Revenue Backlog = $460 billion

16 billion Gemini tokens per minute (up 60% QoQ)

500k+ Waymo rides per week


GOOGL News Updates: Jan-Mar 2026

  • Completed $32 billion acquisition of cloud and AI security firm Wiz.
  • Google's Pixel smartphone revenue grew 14% YoY.
  • Google’s Gemini models announced as being the foundation for the next generation of Siri and Apple Intelligence.
  • Set its post-quantum cryptographic migration to 2029.

Position: Long GOOGL (5 years). Not financial advice.

reddit.com
u/Not69Batman — 23 days ago
▲ 354 r/stocks

Microsoft Corp. today announced the following results for the quarter ended March 31, 2026, as compared to the corresponding period of last fiscal year:

· Revenue was $82.9 billion and increased 18% (up 15% in constant currency)

· Operating income was $38.4 billion and increased 20% (up 16% in constant currency)

· Net income was $31.8 billion and increased 23% on a GAAP basis, and increased 20% (up 18% in constant currency) on a non-GAAP basis

· Diluted earnings per share was $4.27 and increased 23% on a GAAP basis, and increased 21% (up 18% in constant currency) on a non-GAAP basis

https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/press-release-webcast

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Position: Long MSFT, since 2021. NFA.

reddit.com
u/Not69Batman — 23 days ago