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NVIDIA

NVDA · Information Technology

Last earnings Aug 26, 2026

Key results

Revenuequarter

$68.1 billion

revenue of $68.1 billion, up 20% from Q3 and up 73% from a year ago Record quarterly

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

Growthquarter

up 20%

revenue of $68.1 billion, up 20% from Q3 and up 73% from a year ago Record quarterly

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

Data Center revenuequarter

$62.3 billion

Data Center revenue of $62.3 billion, up 22% from Q3 and up 75% from a year ago Record full-year

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

revenue of $215.9 billion, up 65% SANTA CLARA, Calif.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

25, 2026 NVIDIA (NASDAQ NVDA) today reported record revenue for the fourth quarter ended January 25, 2026, of $68.1 billion, up 20% from the previous quarter and up 73% from a year ago.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

For fiscal 2026, revenue was $215.9 billion, up 65% from a year ago.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

Data Center Fourth-quarter revenuequarter

$62.3 billion

Highlights Data Center Fourth-quarter revenue was a record $62.3 billion, up 22% from the previous quarter and up 75% from a year ago, driven by the major platform shifts accelerated computing and AI.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

Full-year revenuequarter

68%

Full-year revenue rose 68% to a record $193.7 billion.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

PC Fourth-quarter Gaming revenuequarter

$3.7 billion

Gaming and AI PC Fourth-quarter Gaming revenue was $3.7 billion, up 47% from a year ago, driven by strong Blackwell demand, and down 13% from the previous quarter as channel inventory naturally moderated following a season of strong holiday demand.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

AI analysis

Q1 FY2027 · reported Feb 25, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q1 FY2027
$68.1B
EX-99 · Feb 25, 2026
Data Center revenue · Q1 FY2027
$62.3B
EX-99 · Feb 25, 2026
Data Center Fourth-quarter revenue · Q1 FY2027
$62.3B
EX-99 · Feb 25, 2026
PC Fourth-quarter Gaming revenue · Q1 FY2027
$3.7B
EX-99 · Feb 25, 2026

The quarter in charts

Segment mix

Business-unit revenue, as stated

0255075$62.3BData Center$3.7BPC Fourth-quarter Gaming

Segment revenue figures as stated in the event record.

Headline figures

MetricQ1 FY2027Prior qtrYear ago
Revenue$68.1 billion——
Growthup 20%——
Data Center revenue$62.3 billion——
Data Center Fourth-quarter revenue$62.3 billion——
Full-year revenue68%——
PC Fourth-quarter Gaming revenue$3.7 billion——

EX-99 · Feb 25, 2026

Guidance · company-stated

revenue

“from China in its outlook. GAAP and non-GAAP gross margins are expected to be 74.9% and 75.0%”

operating expenses

“are expected to be approximately $7.7 billion and $7.5 billion”

Guidance stated in the release's Business Outlook table for the first quarter of fiscal 2027; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$0.01

During fiscal 2026, NVIDIA returned $41.1 billion to shareholders in the form of shares repurchased and cash dividends.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

For the quarter, GAAP and non-GAAP earnings per diluted share were $1.76 and $1.62, respectively

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

revenue: “revenue from China in its outlook. GAAP and non-GAAP gross margins are expected to be 74.9% and 75.0%”

operating expenses: “operating expenses are expected to be approximately $7.7 billion and $7.5 billion”

revenue (“the first quarter of fiscal 2027”)
“revenue from China in its outlook. GAAP and non-GAAP gross margins are expected to be 74.9% and 75.0%”

operating expenses (“the first quarter of fiscal 2027”)
“operating expenses are expected to be approximately $7.7 billion and $7.5 billion”

Guidance stated in the release's Business Outlook table for the first quarter of fiscal 2027; no direction stated — figures as stated in the table.

Capital allocation

During fiscal 2026, NVIDIA returned $41.1 billion to shareholders in the form of shares repurchased and cash dividends.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

As of the end of the fourth quarter, the company had $58.5 billion remaining under its share repurchase authorization.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

NVIDIA will pay its next quarterly cash dividend of $0.01 per share on April 1, 2026, to all shareholders of record on March 11, 2026.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

The reconciliations for fiscal years 2025 and 2026 adjust the related GAAP financial measures to exclude stock-based compensation expense, acquisition-related and other costs, other, gains losses from non-marketable and publicly-held equity securities, net, interest expense related to amortization of debt discount, and the associated tax impact of these items where applicable.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

Interest income for the fourth quarter was $568 million, up from a year ago and down sequentially, driven by changes in cash, cash equivalents, and debt securities.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

The increases primarily reflect higher revenue, partially offset by outlays for an intellectual property license, strategic investments and stock repurchases.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

Strategy & priorities

Announced a multiyear, multigenerational strategic partnership with Meta spanning on-premises, cloud and AI infrastructure, including the large-scale deployment of NVIDIA CPUs, networking and millions of NVIDIA Blackwell and Rubin GPUs.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

Announced an expanded strategic partnership with Synopsys to revolutionize engineering and design across industries.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

Announced a major expansion of NVIDIA BioNeMo , an open development platform that enables lab-in-the-loop workflows to develop breakthroughs in AI-driven biology and drug discovery.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

Expanded a strategic partnership with Siemens to build the industrial AI operating system.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

Announced a strategic partnership with Dassault Syst mes to build an industrial AI platform powering virtual twins.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

Risks & headwinds

We expect supply constraints to be a headwind to Gaming in the first quarter of fiscal 2027 and beyond.

SEC original ↗NVIDIA — Earnings release (8-K exhibit)EX-99Feb 25, 2026

Legal Proceedings 34 Item 1A.

SEC original ↗NVIDIA — 10-Q Quarterly report10-QAug 26, 2026

19 NVIDIA Corporation and Subsidiaries Notes to Condensed Consolidated Financial Statements (Continued) (Unaudited) Litigation Securities Class Action and Derivative Lawsuits The plaintiffs in the putative securities class action lawsuit, captioned 4:18-cv-07669-HSG, initially filed on December 21, 2018 in the United States District Court for the Northern District of California, and titled In Re NVIDIA Corporation Securities Litigation, filed an amended complaint on May 13, 2020.

SEC original ↗NVIDIA — 10-Q Quarterly report10-QAug 26, 2026

The putative derivative lawsuit pending in the United States District Court for the Northern District of California, captioned 4:19-cv-00341-HSG, initially filed January 18, 2019 and titled In re NVIDIA Corporation Consolidated Derivative Litigation, was stayed pending resolution of the plaintiffs appeal in the In Re NVIDIA Corporation Securities Litigation action.

SEC original ↗NVIDIA — 10-Q Quarterly report10-QAug 26, 2026

On February 22, 2022, the court administratively closed the case, but stated that it would reopen the case once the appeal in the In Re NVIDIA Corporation Securities Litigation action is resolved.

SEC original ↗NVIDIA — 10-Q Quarterly report10-QAug 26, 2026

The lawsuit asserts claims, purportedly on behalf of us, against certain officers and directors of the Company for breach of fiduciary duty, unjust enrichment, waste of corporate assets, and violations of Sections 14(a), 10(b), and 20(a) of the Exchange Act based on the dissemination of allegedly false and misleading statements related to channel inventory and the impact of cryptocurrency mining on GPU demand.

SEC original ↗NVIDIA — 10-Q Quarterly report10-QAug 26, 2026

Documents

Earnings deck slides

2 decks with slide view

Competitors

Competitors & peers

Named in the company’s own filings

Micron Technology (MU)“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”Fabrinet (FN)“We engage with independent subcontractors and contract manufacturers such as Hon Hai Precision Industry Co., Ltd., Wistron Corporation, and Fabrinet to perform assembly, testing and packaging of our final products.”Advanced Micro Devices (AMD)“Our current competitors include: suppliers and licensors of hardware and software for discrete and integrated GPUs, custom chips and other accelerated computing solutions, including solutions offered for AI, such as Advanced Micro Devices, Inc., or AMD, Huawei Technologies Co.”Bandwidth Inc. (BAND)“The export controls applicable to China are complex and address a variety of parameters, including the total processing performance of a chip, the performance density of a chip, the interconnect bandwidth of a chip, and the memory bandwidth of a chip.”

Filings

68 documents

Earnings releases

58 documents

Presentations

2 documents

Transcripts

0 documents

No transcripts for NVIDIA are held in this edition of the library.

Mentioned by

64 companies

Other tracked companies whose held documents mention NVIDIA by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.