Earnings Report· 2026-08-26
NVDA
Q2 · 2027After-MarketNVIDIA Corporation
@stockwhiz_ai
EARNING PER SHARE
Actual ($)
2.22
120.00% YoY
Expected
2.09
Beat
+6.22%
REVENUE
Actual ($)
96.22B
106.00% YoY
Expected
92.18B
Beat
+4.38%
Earning Report
| Metric | Q2 FY27 | Q2 FY26 | YoY Change % |
|---|---|---|---|
| Revenue | $96.22B | $46.74B | +106.0% |
| └─Data Center | $89.00B | - | +117.0% |
| └─Edge Computing | $7.20B | - | +27.0% |
| Net Income | $59.69B | $26.42B | +126.0% |
| GAAP Basic EPS | $2.47 | $1.08 | +128.7% |
| GAAP Diluted EPS | $2.46 | $1.08 | +128.0% |
| Non-GAAP Net Income | $53.95B | $24.76B | +118.0% |
| Non-GAAP Diluted EPS | $2.22 | $1.01 | +120.0% |
Financial Outlook / Guidance
| Metric | Q3 FY27 Outlook | Full Year Outlook |
|---|---|---|
| Revenue | $108.0B ±2% | — |
| GAAP Gross Margin | 74.0% ±50 bps | — |
| Non-GAAP Gross Margin | 74.0% ±50 bps | — |
| GAAP Operating Expenses | ~$9.2B | — |
| Non-GAAP Operating Expenses | ~$9.0B | — |
Business Highlights
- ➤Returned approximately $26.0B through share repurchases and cash dividends.
- ➤Had approximately $99.0B remaining under its share repurchase authorization.
- ➤Vera Rubin entered full production at partners including CoreWeave, Google Cloud and Microsoft Azure.
- ➤Spectrum-6 switch systems are arriving across gigascale AI factories.
- ➤NVIDIA Vera CPU for AI agents had broad adoption planned among leading technology providers.
- ➤NVIDIA Groq 3 LPX interactive AI inference accelerator entered full production.
- ➤Launched NVIDIA DSX platform for designing, building and operating AI factories.
- ➤Partnered with major asset managers to mobilize over $500B for AI infrastructure.
- ➤Secured Ohio capacity with SB Energy at the PORTS-Pike Technology Campus.
- ➤NVIDIA Blackwell led MLPerf Training 6.0 and AgentPerf benchmarks.
- ➤GPUs with Confidential Computing support confidential inference in Apple’s Private Cloud Compute.
- ➤Announced a multiyear technology partnership with SK hynix for next-generation memory.
- ➤Partnered with Japan to launch the world’s first national AI infrastructure.
- ➤Launched NVIDIA Cosmos 3, an open frontier omnimodel for physical AI.
Management Commentary
Jensen Huang, Founder and CEO
“AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue. And demand is accelerating. This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open-model ecosystem and physical AI coming online — with strong momentum across the U.S. and around the world. The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”