Selina Odedra
Selina Odedra
United Kingdom
The highly anticipated NVIDIA Q4โ€™26 earnings are here! ๐Ÿ”น Revenue: $68.1B (Est. $65.91B) ๐ŸŸข; +73% Y/Y ๐Ÿ”น Adj. EPS: $1.62 (Est. $1.50) ๐ŸŸข; +82% Y/Y ๐Ÿ”น Data Center: $62.3B (Est. $60.36B) ๐ŸŸข; +75% Y/Y Q1 Guide: ๐Ÿ”น Rev: $78.0B ยฑ2% (Est. $72.78B) ๐ŸŸข ๐Ÿ”น Gross Margin (Adj): 75.0% ยฑ50bps ๐Ÿ”น OpEx (Adj): ~$7.5B ๐Ÿ”น not assuming any Data Center compute revenue from China Capital Return: ๐Ÿ”น Returned to shareholders (FY26): $41.1B ๐Ÿ”น Buyback remaining: $58.5B Commentary: ๐Ÿ”ธ โ€œComputing demand is growing exponentially โ€” the agentic AI inflection point has arrived.โ€ ๐Ÿ”ธ โ€œGrace Blackwell with NVLink is the king of inference today โ€” delivering an order-of-magnitude lower cost per token โ€” and Vera Rubin will extend that leadership even further.โ€ $NVDA (NVIDIA Corporation) $NSDQ100 $SPX500 $CNDX.L (iShares NASDAQ 100 UCITS ETF usd) $QQQ (Invesco QQQ)
Not investment advice. The author may have financial interests in the mentioned instruments.
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