NVIDIA Corporation Q4 2026 Earnings Recap

NVDA Q4 2026 February 27, 2026

Get alerts when NVDA reports next quarter

NVIDIA reported exceptional fourth-quarter results for fiscal 2026, achieving record revenue of $68 billion, reflecting a 73% year-over-year increase, driven primarily by the booming demand for data center solutions and AI applications.

Earnings Per Share Beat

$1.62 vs $1.54 est.

+5.2% surprise

Revenue Beat

68127000000 vs 66126470000 est.

+3.0% surprise

Market Reaction

1-Day -4.16%

5-Day -2.62%

30-Day -6.59%

See NVDA alongside your other holdings

Add to your portfolio — free

Key Takeaways

Data center revenue reached $62 billion in Q4, up 75% year-over-year and 22% sequentially, showcasing strong adoption of the Blackwell architecture.
NVIDIA's networking business saw a remarkable growth of over 10x since the acquisition of Mellanox, generating $31 billion in revenue for the year.
The demand for AI-powered solutions continues to reshape customer spending patterns, with major cloud providers increasing CapEx by nearly $120 billion in 2026.
Sovereign AI contracts tripled in fiscal 2026, with over $30 billion in revenue coming from government clients in multiple countries.
The company remains committed to innovation, with an R&D budget nearing $20 billion, focusing on maximizing AI performance and cost efficiency.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit NVDA on AllInvestView.