Nvidia
Key Results (Q4 FY2026, ended ~Jan 26, 2026)
• Revenue: $68.1 billion → Beat consensus ~$66.0–$66.2B → +73% YoY (from $39.3B in Q4 FY2025)
• Adjusted (non-GAAP) EPS: $1.62 → Beat consensus ~$1.53–$1.54 → +~72–82% YoY
• Data Center revenue (AI/GPU powerhouse, ~91% of total): $62.3 billion → Beat ~$60.0–$60.3B → +75% YoY
• Non-GAAP Gross Margin: 75.2% (holding at “gold standard” levels)
Q1 FY2027 Guidance (big focus for the market)
• Revenue: ~$78 billion (some early reports cite $74B–$78B range) → Well above consensus ~$72–$73B → Signals continued strong acceleration
Other highlights from initial read
• Blackwell ramp described as “on track” with Jensen noting the “agentic AI inflection point has arrived” and Grace Blackwell as “king of inference.”
• Rubin platform unveiled (next-gen architecture with major inference cost/performance gains vs Blackwell).
• Ongoing $58.5B share repurchase authorization.
• Multi-generational partnership deals (e.g., Meta for millions of Blackwell + Rubin GPUs).
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