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Jan 25
NVIDIA Q4 2026 Earnings Report
NVIDIA reported record fourth quarter fiscal 2026 results with 73% year-over-year revenue growth driven by Data Center demand.
Key Takeaways
NVIDIA delivered record Q4 FY2026 revenue of 68127000000, up 73% year-over-year, with strong profitability as net income nearly doubled and Data Center revenue surged 75% year-over-year.
Revenue increased 73% year-over-year to 68127000000.
Net income rose 94% year-over-year to 42960000000.
Data Center revenue reached 62300000000, up 75% year-over-year.
GAAP gross margin expanded to 75.0%.
Revenue by Segment
Forward Guidance
For Q1 FY2027, NVIDIA expects revenue of 78000000000 plus or minus 2%, with GAAP gross margin of 74.9% and non-GAAP gross margin of 75.0%.
Positive Outlook
- Q1 FY2027 revenue guidance of 78000000000 plus or minus 2%.
- Non-GAAP gross margin guidance of 75.0%.
- GAAP operating expenses expected to be approximately 7700000000.
- Non-GAAP operating expenses expected to be approximately 7500000000.
- Continued strong AI and Data Center demand momentum.
Challenges Ahead
- Outlook assumes no Data Center compute revenue from China.
- Stock-based compensation to be included in non-GAAP metrics beginning Q1 FY2027.
- Non-GAAP operating expenses include approximately 1900000000 of stock-based compensation.
- Gross margin guidance subject to plus or minus 50 basis points.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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