KYHBKO
02-26 08:49
Nvidia Earnings summary
(Source: APP Economics Insights)

NVIDIA Q4 FY26 (January quarter).
• Revenue +73% Y/Y to $68.1B ($1.9B beat).
• Operating margin 65% (+4pp Y/Y).
• Non-GAAP EPS $1.62 ($0.08 beat).

Q1 FY27 guidance: • Revenue $78.0B ($6.0B beat).
$NVIDIA(NVDA)$

The price broke $200 and fell after-market. Is the market having cold feet?
Nvidia Beats But CapEx Rises: Dip-Buying Chance?
Nvidia delivered record Q4 revenue, with data center sales accelerating 75% YoY and networking up over 260%. Gross margin topped 75%, the highest in 18 months, driven by Blackwell ramp. Q1 revenue guidance implies nearly 77% YoY growth, exceeding even bullish buy-side estimates. However, gaming revenue missed expectations, down 13% QoQ on channel inventory. Management flagged supply constraints as a near-term headwind. Shares swung from +4% after hours to negative.
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