Sequence Stages & Catalysts
4:20 PM ET
Press Release & Financials
Headline Revenue, EPS, Data Center print, and GAAP / Non-GAAP gross margin tables drop.
4:35 PM ET
Segment Parsing & Commentary
Institutional desk analysis of Blackwell ramping, Networking mix, and Automotive / Gaming lines.
5:00 PM ET
Conference Call & Guidance Q&A
Jensen Huang executive remarks, next-quarter forward revenue guide, supply constraints, and CapEx demand.
PRESETS:
Reported vs. Consensus
Datacenter Surge
Consensus: $26.20B
Consensus: $30.00B
Consensus: 75.00%
Consensus: $0.64
Consensus: $32.50B
Data Center Beat
+7.25%
Revenue Beat
+6.00%
Margin Shift
+60 bps
EPS Beat
+6.25%
Guidance Surprise
+5.23%
Target Reaction
$138.40
Segment Comparison vs. Consensus Benchmark ($B)
Data Center vs. Other Segments
Post-Market Implied Volatility Reaction Cone (Stock Base: $128.50, ±8.2%)
Expected Range: $132.80 - $142.10