reply Nvidia should be able to expand these obligations to beyond $1T in the coming years given its earnings growth and | Hanami
reply Nvidia should be able to expand these obligations to beyond $1T in the coming years given its earnings growth and cash generation profile. Read more in our newsletter article (4/4) https://open.substack.com/pub/semianalysis/p/nvidias-backstop-universe-heads-i?r=8i9unj&utm_campaign=post-expanded-share&utm_medium=web(Historical earnings: For fiscal 2027 Q2 (period ended 2026-07-26), NVIDIA reported basic EPS of 4.87, diluted EPS of 4.85, net income of USD 118.010 billion, and revenue of USD 177.837 billion. In the prior-year period (ended 2025-07-27), basic EPS was 1.85, diluted EPS was 1.84, net income was USD 45.197 billion, and revenue was USD 90.805 billion. For fiscal 2027 Q1 (period ended 2026-04-26), basic EPS was 2.4, diluted EPS was 2.39, net income was USD 58.321 billion, and revenue was USD 81.615 billion.
Consensus expectations: For fiscal 2027 Q3 (event date 2026-11-17), consensus EPS estimate is 2.5253 and revenue estimate is USD 111.318 billion. For fiscal 2027 Q4 (event date 2027-02-23), consensus EPS estimate is 2.7989 and revenue estimate is USD 127.381 billion.)