Mark your calendar for Tuesday, November 17. Nvidia will report results for its fiscal third quarter of 2027, which ended October 25, after the market closes. The conference call starts at 2:00 p.m. PT / 5:00 p.m. ET. It will be the first in the company's history without Jensen Huang as CEO.
The numbers to watch
- Revenue: Nvidia guided to $108.0 billion, plus or minus 2%, up about 12% from the $96.2 billion it reported last quarter. Consensus estimates sit around $108.8–$109 billion.
- EPS: Analysts expect roughly $2.47–$2.49 per share.
- Gross margin: The outlook was 74.0%, plus or minus 0.5 points.
- China: The guidance assumed zero data-center compute revenue from China.
Beyond the numbers
Interim CEO and CFO Colette Kress will lead the call. Investors will listen closely for next-quarter guidance, updates on export controls, and any detail on the board's CEO search and independent investigation. According to 24/7 Wall St., the stock fell the day after three of Nvidia's last four reports, even when results beat expectations. Options markets are pricing in a big move either way.
Why it matters
Nvidia's data-center sales are the clearest gauge of how much the world is spending on AI. A strong quarter would suggest demand is holding up despite the turmoil. A soft forecast would ripple through cloud providers, AI startups, and the job market built around them.
