Symbols

NVDA

Nvidia·NASDAQ

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NVDA fundamentals

NVDA Q4 2026 Earnings

Nvidia (NVDA) released its earnings on Feb 25, 2026: revenue was 68.13B (YoY +73.22%), beat estimates; EPS was 1.62 (YoY +82.02%), beat estimates.

Revenue / YoY

68.13B

+73.22%

EPS / YoY

1.62

+82.02%

Report date

Feb 25, 2026

NVDA Earnings Call Summary for Q4,2026

Record Q4 Growth: $68B revenue (73% YoY), driven by 75% YoY Data Center growth to $62B.
Blackwell Dominance: 9 GW deployed, 35x cost per token lead, 50x performance/watt.
Rubin Platform: 10x inference cost reduction, H2 2026 shipments.
Gaming Strong Despite Supply: $3.7B (47% YoY), but Q1 2027 constrained.
$10B Anthropic Investment: Accelerate enterprise AI adoption.
Physical AI Expansion: Robotaxi fleet to grow from 10K to millions by 2030.
Sovereign AI Growth: $30B (3x YoY) from Canada, France, UK.
Networking Surge: Networking revenue up 10x since Mellanox acquisition.
China Risks: No Data Center revenue, competitors gaining traction.
Gross Margin Resilience: 75%+ expected through 2027 via generational leaps.
CUDA Ecosystem Lock-in: 1.5M AI models run on NVIDIA, 6-year-old GPUs sold out.
Space Computing Ambitions: NVIDIA GPUs in space for high-res imaging.
Customer Diversification: Non-hyperscale customers >50% of Data Center revenue.
Key Risks: Supply constraints, China export restrictions, memory shortages.

Earnings

EPS

Revenue

Revenue & Expenses

NVDA has released its 2026 Q4 earnings report, with revenue of 68.13B, reflecting a YoY change of 73.21%, and net profit of 42.96B, showing a YoY change of 94.47%. The Sankey diagram below clearly presents NVDA's revenue sources and cost distribution.

Key Indicators

Nvidia (NVDA) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Nvidia (NVDA)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Nvidia (NVDA)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Cash Flow

Nvidia (NVDA)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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