NVDA — Q4 2026 Earnings Call
TechnologyNVIDIA Corporation • Reported: 2026-02-25
EPS Actual
$1.22
Est. $1.15
▲ Beat
Revenue Actual
$52.8B
Est. $51.2B
▲ Beat
Overall Result
Double Beat
EPS + Revenue vs. estimates
Period
Q4 2026
FY2026 • Reported 2026-02-25
Executive Summary
NVIDIA reported record Q4 FY2026 revenue of $52.8 billion, up 34% YoY. Full-year FY2026 revenue reached $192 billion. Next-generation Rubin architecture was announced for H2 2026. The company guided for Q1 FY2027 revenue of approximately $55 billion.
Key Highlights
Revenue
positive
Record $52.8B quarter
Q4 FY2026 revenue of $52.8B beat estimates, with full-year at $192B.
Rubin
positive
Rubin architecture announced
Next-generation Rubin GPU architecture announced for H2 2026, promising 3x inference performance.
Data Center
positive
Data Center $49.1B
Data Center revenue of $49.1B grew 38% YoY as enterprise AI adoption broadened.
Guidance
positive
Q1 FY2027 guide ~$55B
Guided for Q1 FY2027 revenue of ~$55B, signaling continued growth.
Direct Quotes
JH
Jensen Huang
CEO • Rubin Architecture
"Rubin will be the most ambitious GPU architecture we've ever built. The world's AI infrastructure needs are growing exponentially, and we're building to meet that demand."
CK
Colette Kress
CFO • Annual Results
"Full-year FY2026 revenue was $192 billion, up 51% from the prior year. We see sustained demand ahead."