NVIDIA’s explicit guidance of 75% non-GAAP gross margin, plus or minus 50 basis points, anchors the overwhelming 93% market-implied odds for a 74-76% outcome in Q2 FY2027 results due tomorrow. This reflects the company’s recent track record of stable mid-70s margins as Blackwell systems dominate revenue mix, offsetting higher high-bandwidth memory costs through pricing power, networking attach rates, and supply-chain efficiencies. Traders view the guidance as reliable given minimal sequential change from Q1 and the exclusion of uncertain China revenue. A material deviation would likely require unexpected memory price spikes, weaker-than-anticipated system yields, or a sharper shift in product mix toward lower-margin full racks—scenarios the market currently assigns low probability ahead of the print.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket. Это не является торговой рекомендацией и не влияет на то, как разрешается этот рынок. · ОбновленоСкорректированная валовая маржа NVIDIA (NVDA) за 2 квартал (не по GAAP)?
74%-76% 93%
72%-74% 3.4%
76%-78% 3.3%
<72% 2.3%
$11,407 Объем
$11,407 Объем
<72%
2%
72%-74%
3%
74%-76%
93%
76%-78%
3%
Более 78%
1%
74%-76% 93%
72%-74% 3.4%
76%-78% 3.3%
<72% 2.3%
$11,407 Объем
$11,407 Объем
<72%
2%
72%-74%
3%
74%-76%
93%
76%-78%
3%
Более 78%
1%
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
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If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.
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The resolution source for this market is the specified company's official earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
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Открытие рынка: Aug 4, 2026, 5:14 PM ET
Resolver
0x69c47De9D...The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to the lowest bracket.
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.
If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Resolver
0x69c47De9D...NVIDIA’s explicit guidance of 75% non-GAAP gross margin, plus or minus 50 basis points, anchors the overwhelming 93% market-implied odds for a 74-76% outcome in Q2 FY2027 results due tomorrow. This reflects the company’s recent track record of stable mid-70s margins as Blackwell systems dominate revenue mix, offsetting higher high-bandwidth memory costs through pricing power, networking attach rates, and supply-chain efficiencies. Traders view the guidance as reliable given minimal sequential change from Q1 and the exclusion of uncertain China revenue. A material deviation would likely require unexpected memory price spikes, weaker-than-anticipated system yields, or a sharper shift in product mix toward lower-margin full racks—scenarios the market currently assigns low probability ahead of the print.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket. Это не является торговой рекомендацией и не влияет на то, как разрешается этот рынок. · Обновлено


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