TLDR
- NVDA jumps post-earnings: $68.1B Q4 sales and strong next-quarter outlook.
- Data Center hits $62.3B as Blackwell and Rubin ramp for AI inference.
- Profits soar: net income $42.96B, EPS $1.76, margins steady near 75%.
- FY26 tops $215.9B revenue; shareholders get $41.1B via buybacks/dividends.
- Q1 FY27 guide $78B despite excluding China compute—momentum stays hot.
NVIDIA (NVDA) shares closed at $195.56, up 1.41%, and then rose to $199.94 in after-hours trading, up 2.24%. The stock spiked above $202 following earnings before easing slightly. The move followed record quarterly revenue of $68.1 billion and strong guidance for the next quarter.
Record Quarter Lifts Revenue and Profit to New Highs
NVIDIA reported fourth-quarter revenue of $68.1 billion, up 20% from the prior quarter. Revenue increased 73% from a year earlier due to sustained data center demand. Full-year fiscal 2026 revenue reached $215.9 billion, marking a 65% annual increase.
GAAP net income rose to $42.96 billion for the quarter, up 94% year over year. Diluted earnings per share reached $1.76, up 98% from last year. Operating income climbed 84% to $44.3 billion, while gross margin expanded to 75.0%.
For fiscal 2026, GAAP net income totaled $120.1 billion, up 65% year over year. Full-year diluted earnings per share increased 67% to $4.90. Operating income increased 60% to $130.4 billion, supported by strong platform adoption.
Data Center Growth Anchors AI Expansion Strategy
Data Center revenue reached a record $62.3 billion in the quarter. The segment grew 22% sequentially and 75% year over year. Full-year Data Center revenue climbed 68% to $193.7 billion.
The company advanced its Blackwell and Rubin platforms to strengthen inference performance and lower computing costs. Major cloud providers, including Amazon Web Services, Google Cloud, Microsoft Azure, and Oracle Cloud Infrastructure prepared deployments. In addition, NVIDIA expanded partnerships with Meta and other global technology groups.
Gaming revenue reached $3.7 billion in the quarter, up 47% year over year. Professional Visualization revenue rose 159% year over year to $1.3 billion. Automotive revenue increased 6% year over year to $604 million as adoption of self-driving systems expanded.
Strong Outlook Signals Continued Momentum
NVIDIA expects first-quarter fiscal 2027 revenue of $78.0 billion, plus or minus 2%. The company does not assume Data Center compute revenue from China in that outlook. It projects gross margins near 75% and operating expenses around $7.7 billion on a GAAP basis.
During fiscal 2026, NVIDIA returned $41.1 billion to shareholders through repurchases and dividends. The company retained $58.5 billion under its existing share authorization. It will pay a quarterly dividend of $0.01 per share on April 1, 2026.
Management highlighted accelerating enterprise adoption of AI systems and rising compute demand. The company positioned its platforms as central infrastructure for industrial-scale computing. As a result, market momentum strengthened alongside expanding revenue and profitability.
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