Nvidia Corporation (NVDA)
NASDAQ:NVDA
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Earnings Data
Report Date
Aug 26, 2026After Close (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
2.07Last Year’s EPS
1.05Same Quarter Last Year
Strong Buy
Based on 40 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented overwhelmingly strong commercial and financial momentum: record revenue, record free cash flow, spectacular data center growth, broad customer adoption (hyperscalers and frontier model makers), and continued margin strength. Those positives are tempered by execution risks — supply constraints (large prepaid commitments), meaningful OpEx acceleration, exclusion of China compute revenue from guidance, and some niche product risk — but management provided confident guidance (Q2 revenue $91B ±2%) and sizable shareholder returns. Overall the highlights substantially outweigh the lowlights.Company Guidance
Record Revenue and Accelerating Growth
Total revenue of $82.0B, up 85% year-over-year and 20% sequentially; 14th straight quarter of sequential growth and third consecutive quarter of year-over-year acceleration. Q1 revenue increased by a record $13.5B sequentially.
Data Center Surge
Data center revenue of $75.0B, up 92% year-over-year and 21% sequentially. Data center computing revenue was $60.0B (+77% YoY) and data center networking was $15.0B (nearly tripled YoY). Hyperscale was $38.0B (+12% QoQ) and ACIE was $37.0B (+31% QoQ) with AI cloud revenue more than tripling YoY.
Record Free Cash Flow and Shareholder Returns
Record free cash flow of $49.0B (up from $35.0B in Q4, +40% QoQ). Returned a record $20.0B to shareholders in the quarter, announced an $80.0B share repurchase authorization (in addition to $39.0B remaining) and raised the quarterly dividend (company remarks conflict between $0.20 and a CEO correction to $0.25).
Product Leadership and Benchmark Wins
Blackwell architecture ramped at the fastest pace in company history; Grace Blackwell cited as fastest training system with lowest token generation cost. MLPerf results: Blackwell Ultra swept benchmarks, driving a reported 2.7x increase in throughput and a 60% reduction in cost per token on GV300 vs six months prior.
High and Stable Margins
GAAP gross margin 74.9% and non-GAAP gross margin 75.0%, largely flat sequentially; Q2 guidance expects similar gross margins (~74.9%–75.0% ±50 bps) and full-year mid-70s margins.
Strong Product Roadmap and New TAMs
Vera CPU (purpose-built for agentic AI) announced with visibility to nearly $20.0B in total CPU revenue this year and described as opening a new ~$200B TAM for NVIDIA. VeraRubin production shipments expected to start in H2 (Q3) with multi-chip, rack-scale performance claims (up to 35x inference throughput vs Blackwell in some use cases).
Robust Market Demand and Pricing Power
Management cited parabolic demand driven by agentic AI; reported price moves in the cloud (H100 rental price +20% YTD; A100 cloud pricing +~15%). Sovereign revenue +>80% YoY; NVIDIA infrastructure deployed across nearly 40 countries representing ~$50T in GDP.
Strategic Commercial & Networking Wins
Strong traction with hyperscalers and frontier model makers (OpenAI, Anthropic, Google, Microsoft, AWS plans to add >1M Blackwell/Rubin GPUs). Spectrum-X said to be larger than all Ethernet peers combined; InfiniBand grew >4x YoY driven by next-generation XDR deployments.
NVDA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NVDA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2026 | $223.47 | $219.51 | -1.77% |
Feb 25, 2026 | $195.55 | $184.88 | -5.46% |
Nov 19, 2025 | $186.50 | $180.62 | -3.15% |
Aug 27, 2025 | $181.57 | $180.14 | -0.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Nvidia Corporation (NVDA) report earnings?
Nvidia Corporation (NVDA) is schdueled to report earning on Aug 26, 2026, After Close (Confirmed).
What is Nvidia Corporation (NVDA) earnings time?
Nvidia Corporation (NVDA) earnings time is at Aug 26, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NVDA EPS forecast?
NVDA EPS forecast for the fiscal quarter 2027 (Q2) is 2.07.
