What is the market's earnings forecast for Nvidia next quarter?

What guidance did Nvidia's management provide for the next earnings period?

What were the key takeaways from Nvidia's earnings call?

What is the revenue and EPS growth rate for Nvidia year over year?

What does Nvidia do and what are its main business segments?

What is Nvidia's latest dividend and current dividend yield?

What is Nvidia's gross profit margin?

What were the key takeaways from Nvidia’s earnings call?

- **Record Growth**: Q3 revenue $57B (+62% YoY), data center $51.2B (+66%), networking $8.2B (+162%).
- **Pipeline Expansion**: $500B pipeline (FY25-CY26), $50B shipped Q3, with new deals like KSA's 400k-600k GPUs.
- **AI Leadership**: CUDA ecosystem drives 10x performance/watt, A100 GPUs still running 6 years later. Partnerships with Anthropic (1 GW compute) and OpenAI (AI factory).
- **Supply Chain Resilience**: U.S. manufacturing, 33-year partner network, and 10x Rubin performance over Blackwell.
- **Cash Strategy**: $0.5T free cash for buybacks, ecosystem investments (e.g., Anthropic, OpenAI), targeting mid-70s gross margins.

**【CFO Financial Commentary】**
- Q3 revenue: $57 billion (62% YoY growth), with data center revenue at $51.2 billion (66% YoY). Networking revenue surged 162% YoY to $8.2 billion.
- $500 billion pipeline from FY25 to CY26, with $50 billion shipped in Q3. Gross margins: 73.6% (non-GAAP), targeting mid-70s for FY27.
- Rubin platform on track for H2 FY26, offering 10x performance improvement over Blackwell.

**【CEO Remarks】**
- Three platform shifts: accelerated computing, generative AI, and agentic AI. NVIDIA's CUDA ecosystem enables all phases of AI, from pre-training to inference.
- Strategic partnerships with Anthropic (1 GW compute commitment) and OpenAI (AI factory collaboration). CUDA compatibility extends GPU lifecycle, e.g., A100 GPUs still running at full utilization.
- Supply chain resilience: U.S. manufacturing of Blackwell wafers with TSMC, expanding U.S. presence with Foxconn and others.

**【Q&A Highlights】**
- **Pipeline Expansion**: Colette confirms $500 billion pipeline, with new deals like KSA's 400k-600k GPUs over 3 years. Anthropic's 1 GW compute adds to growth.
- **Supply Chain Confidence**: Jensen highlights NVIDIA's architecture leadership (10x performance/watt over H200) and supply chain resilience, securing 33-year partners.
- **Cash Utilization**: $0.5T free cash flow to be used for buybacks, ecosystem investments (e.g., Anthropic, OpenAI), and growth. Investments expand CUDA reach, e.g., OpenAI's 1M enterprise customers.
- **Margin Management**: Colette targets mid-70s gross margins via cost improvements and mix optimization, despite rising input costs.

NVIDIA Corporation (NVDA) Q3 2026 Earnings Call Transcript

Revenue

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NVDA

NVDA fundamentals

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