Tesla reported Q1 revenue of $22.38B, up 15.78% year over year, with automotive gross margin of 21.1% and 1.28M FSD subscribers. EPS of $0.41 beat consensus, and automotive margin improved due to lower material costs and one-time warranty and tariff gains. Services revenue rose 42%, while energy storage revenue declined 12% year over year. Nvidia reported Q1 revenue of $81.615B, up 85.23% year over year, with Data Center revenue of $75.246B and 75% gross margin. Networking revenue increased 199% year over year. Nvidia authorized $100B in total shareholder returns and guided Q2 revenue to $91B, reflecting ongoing infrastructure expansion.
"Tesla (TSLA) posted Q1 revenue of $22.38B (+15.78% YoY) with automotive gross margin at 21.1% and 1.28M FSD subscribers. Nvidia (NVDA) delivered $81.615B in revenue (+85.23% YoY) with Data Center revenue of $75.246B and 75% gross margin, and $100B in total shareholder returns authorized."
"Tesla's Q1 FY2026 report came in light on top-line drama. Revenue rose to $22.38 billion, up 15.78% year over year, with EPS of $0.41 beating the $0.359 consensus. Automotive gross margin expanded to 21.1%, helped by lower material costs and one-time warranty and tariff gains. Services revenue jumped 42% as 1.28 million FSD subscribers signed on. Energy storage, once the bull narrative, fell 12% YoY."
"NVIDIA's Q1 FY2027 was a different universe. Revenue hit $81.615 billion, up 85.23%, with Data Center alone at $75.246 billion. Networking revenue tripled, climbing 199% YoY. Non-GAAP gross margin held at 75.0%. CEO Jensen Huang called it the largest infrastructure expansion in human history, and the Q2 guide of $91 billion suggests the curve has not flattened."
"Tesla's valuation at 204x forward earnings versus Nvidia's 25x forward P/E reflects radically different risk profiles, with Tesla betting on unproven robotaxis and Optimus robots while Nvidia sells chips at scale for an infrastructure expansion already underway."
Read at 247wallst.com
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