NVDA
Nvidia·NASDAQ
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NVDA fundamentals
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.
EPS
Actual | 0.0473 | 0.045 | 0.0545 | 0.0728 | 0.0775 | 0.0915 | 0.104 | 0.117 | 0.132 | 0.136 | 0.051 | 0.058 | 0.088 | 0.109 | 0.27 | 0.402 | 0.516 | 0.612 | 0.68 | 0.81 | 0.89 | 0.81 | 1.05 | 1.3 | 1.62 | |||||||||||||||
Forecast | 0.0416 | 0.0413 | 0.0493 | 0.0645 | 0.0703 | 0.0822 | 0.1017 | 0.1107 | 0.1226 | 0.1299 | 0.0499 | 0.0705 | 0.0811 | 0.0924 | 0.2082 | 0.3393 | 0.4593 | 0.5606 | 0.6452 | 0.7482 | 0.8479 | 0.7371 | 1.0084 | 1.2594 | 1.535 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +13.70% | +8.96% | +10.55% | +12.87% | +10.24% | +11.31% | +2.26% | +5.69% | +7.67% | +4.70% | +2.20% | -17.73% | +8.51% | +17.97% | +29.68% | +18.48% | +12.34% | +9.17% | +5.39% | +8.26% | +4.97% | +9.89% | +4.13% | +3.22% | +5.54% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.10B | 3.08B | 3.87B | 4.73B | 5.00B | 5.66B | 6.51B | 7.10B | 7.64B | 8.29B | 6.70B | 5.93B | 6.05B | 7.19B | 13.51B | 18.12B | 22.10B | 26.04B | 30.04B | 35.08B | 39.33B | 44.06B | 46.74B | 57.01B | 68.13B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.96B | 2.97B | 3.65B | 4.42B | 4.82B | 5.40B | 6.33B | 6.82B | 7.42B | 8.12B | 6.70B | 5.78B | 6.02B | 6.53B | 11.19B | 16.29B | 20.40B | 24.62B | 28.78B | 33.17B | 38.10B | 43.33B | 46.05B | 54.91B | 66.13B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.76% | +3.54% | +5.80% | +7.04% | +3.82% | +4.87% | +2.86% | +4.14% | +3.00% | +2.03% | +0.07% | +2.60% | +0.60% | +10.10% | +20.70% | +11.21% | +8.37% | +5.78% | +4.38% | +5.76% | +3.23% | +1.68% | +1.51% | +3.81% | +3.03% |
Earnings Call
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