Nvidia Earnings: Date, Time, and What to Expect Today (Nov. 17, 2025) Ahead of NVDA’s Q3 FY26 Report

TL;DR

Earnings date & time:Wednesday, Nov. 19, 2025, after the bell; CFO commentary ~1:20 p.m. PT (4:20 p.m. ET); conference call at 2:00 p.m. PT (5:00 p.m. ET) via Nvidia’s investor site. ^[1]
Street consensus (today): Around $54.8–$55.2B revenue and $1.25–$1.26 EPS; data center expected to dominate. ^[2]
Company’s own Q3 guidance (from last quarter):Revenue $54.0B ±2% and non‑GAAP gross margin ~73.5% (±50 bps), with no H20 China sales assumed. ^[3]
Market tone today (Nov. 17): U.S. stocks wavered as investors positioned for Nvidia; NVDA slipped intraday alongside other AI names. ^[4]
Options pricing today: Traders braced for ~7% post‑earnings swing in either direction. ^[5]

When is Nvidia’s earnings report?

Nvidia will release fiscal Q3 FY26 results after U.S. market close on Wednesday, Nov. 19. The CFO’s written commentary is slated to post around 1:20 p.m. PT (4:20 p.m. ET), and the earnings call begins at 2:00 p.m. PT (5:00 p.m. ET); both are accessible via the company’s investor relations site. ^[6]

What Wall Street expects as of today (Nov. 17, 2025)

Across major trackers, analysts are clustered near mid‑$54B to $55B for revenue and about $1.25–$1.26 in adjusted EPS for the October quarter. Recent tallies cite $54.8B revenue with EPS ~$1.25–$1.26; some previews round that up toward $55.2B. ^[7]

Under the hood, the Data Center segment is expected to do the heavy lifting again. Fresh estimate snapshots point to ~$49B in Data Center sales for Q3, reflecting continued AI infrastructure demand. ^[8]

What Nvidia guided to last quarter

On Aug. 27, Nvidia guided Q3 FY26 revenue to $54.0B ±2% and projected non‑GAAP gross margin around 73.5% (±50 bps). Management also noted that the outlook assumed zero H20 shipments to China. ^[9]

For context, Q2 FY26 (reported Aug. 27) delivered $46.7B total revenue, with Data Center at $41.1B—a powerful setup for sequential growth if guidance is met. ^[10]

Today’s market backdrop (Nov. 17) and why it matters

U.S. equities were mixed to lower today as investors braced for Nvidia’s print and a busy macro week, with NVDA’s intraday weakness weighing on major indexes—underscoring how pivotal this report is for AI‑linked sentiment. ^[11]

Options markets this afternoon priced an ~7% move (up or down) around the event—an implied swing big enough to influence broader tech and AI cohorts. ^[12]

Five things to watch in Wednesday’s results

Top‑line vs. guidance and consensus.
A print above the $54.0B ±2% guide and near/above the $54.8–$55.2B consensus would support the “beat‑and‑raise” narrative investors crave. Margin color relative to the ~73.5% non‑GAAP guide will also be scrutinized. ^[13]
Data Center momentum and the Blackwell ramp.
Street models point to ~$49B Data Center revenue amid ongoing AI build‑outs. Investors want evidence that Blackwell systems are scaling smoothly, and that demand remains broad‑based across hyperscalers and sovereigns. ^[14]
Supply chain and delivery cadence.
Earlier reporting highlighted that supply has periodically lagged demand and that scaling next‑gen platforms can be complex; any update on capacity, lead times, and component availability will be key. ^[15]
Backlog, multi‑year commitments, and financing.
With debate swirling about sustainability of AI capex, investors want clarity on order visibility, customer commitments, and the evolving financing picture for AI infrastructure. ^[16]
Q4 outlook (January quarter).
The stock’s first reaction often hinges on forward guidance. Watch for revenue and margin commentary relative to expectations, as well as any update on China‑related assumptions (remember: Q3 guide excluded H20 China sales). ^[17]

What’s new in the newsflow today (Nov. 17)

Market positioning: Equities wobbled as investors awaited Nvidia’s report later this week, highlighting the stock’s outsized sway over AI sentiment. ^[18]
Preview tone: Analysts and market watchers emphasized that Nvidia’s remarks on demand durability, backlog, and the health of AI financing could be as market‑moving as the headline numbers. ^[19]
Consensus snapshots: Multiple outlets today reiterated expectations around $54.8–$55.2B revenue and $1.25–$1.26 EPS for Q3. ^[20]
Event timing reminders: Coverage today continued to point readers to Wednesday’s 5:00 p.m. ET call, with the release typically hitting ~4:20–4:30 p.m. ET and written CFO commentary following on Nvidia’s IR site. ^[21]

Why this quarter matters

Nvidia’s results have been a bellwether for the entire AI trade. A solid “beat‑and‑raise” combined with confident commentary on Blackwell shipments, multi‑year demand, and gross‑margin resilience would likely buoy AI infrastructure plays. Conversely, any signs of slower hyperscaler spend, supply hiccups, or softer margin trajectory could weigh on sentiment across the space. ^[22]

Quick FAQ

When is Nvidia reporting?
Wednesday, Nov. 19, 2025, after the close. CFO commentary around 1:20 p.m. PT (4:20 p.m. ET); call at 2:00 p.m. PT (5:00 p.m. ET). ^[23]

What are the estimates?
Consensus centers near $54.8–$55.2B revenue and $1.25–$1.26 EPS. ^[24]

Where can I listen?
Nvidia’s investor.nvidia.com will host the webcast (listen‑only) and post the CFO’s written commentary. ^[25]

What was last quarter’s baseline?
Q2 FY26 revenue was $46.7B, with Data Center at $41.1B. ^[26]

Editorial note: This preview compiles today’s (Nov. 17, 2025) reporting and consensus snapshots and anchors timing to Nvidia’s official press materials. For definitive details at the moment of release, refer to Nvidia’s investor site and press room. ^[27]

CNBC On NVIDIA Stock Ahead of NVIDIA Earnings - NVDA Update