๐ก๐๐ถ๐ฑ๐ถ๐ฎ ๐ค๐ฏ'๐ฎ๐ฒ ๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐
๐น Revenue: $57.01B (Est. $55.19B) ๐ข; UP +62% YoY; UP +22% QoQ
๐น Adj EPS: $1.30; UP +60% YoY; UP +24% QoQ
๐น Data Center Revenue: $51.2B (Est. $49.34B) ๐ข; UP +66% YoY; UP +25% QoQ
Q4'26 Guide:
๐น Revenue: $65.0B ยฑ2% (Est. $61.98B) ๐ข
๐น GAAP Gross Margin: ~74.8% ยฑ50bps
๐น Adj Gross Margin: ~75.0% ยฑ50bps
๐น GAAP OpEx: ~$6.7B
๐น Adj OpEx: ~$5.0B
Segment Revenue:
๐ธ Blackwell platform: record data center demand, with Blackwell delivering the highest performance and 10x throughput per megawatt vs prior gen in SemiAnalysis InferenceMAX benchmarks
๐น Gaming: $4.3B (Est. $4.42B) ๐ด; UP +30% YoY; DOWN -1% QoQ
๐น Professional Visualization: $0.76B (Est. $0.61B) ๐ข; UP +56% YoY; UP +26% QoQ
๐น Automotive: $0.59B (Est. $0.62B) ๐ด; UP +32% YoY; UP +1% QoQ
Other Metrics:
๐น Adj Gross Margin: 73.6%; UP +0.9 pts QoQ; DOWN -1.4 pts YoY
๐น Adj Operating Expenses: $4.22B (Est. $4.22B) ๐ก; UP +38% YoY; UP +11% QoQ
๐น Adj Operating Income: $37.75B (Est. $36.46B) ๐ข; UP +62% YoY; UP +25% QoQ
๐น Adj Net Income: $31.77B; UP +59% YoY; UP +23% QoQ
Profitability & Cash Flow:
๐น Free Cash Flow: $22.09B; UP +32% YoY
๐น Returned $37.0B to shareholders in the first nine months of FY26 via buybacks and dividends
๐น Share repurchase authorization remaining: $62.2B at Q3 end
๐น Quarterly Dividend: $0.01 per share payable Dec 26, 2025
Commentary:
๐ธ โBlackwell sales are off the charts, and cloud GPUs are sold out.โ
๐ธ โCompute demand keeps accelerating and compounding across training and inference, each growing exponentially. Weโve entered the virtuous cycle of AI.โ
$NVDA (NVIDIA Corporation)$NSDQ100... Show More
I think that you have done a pretty great job having this company as your #1 position ๐ Yes, some of the tech companies (CRWV, CRCL, TSLA etc.) are indeed in a bubble, but $NVDA (NVIDIA Corporation) has now lower P/E, P/FCF and EV/EBITDA than 5 years ago ๐ Also, it is in a much better position and... Show More
Hi! I like that you added the quotes from the commentary. That gives a much better impression of the overall vibe of the earnings call. By the way: Did you attend the etoro summit this year? If yes: How was it? Best regards!... Show More
1 reply
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Sat Jan 17 2026 18:34:15 GMT+0000 (Coordinated Universal Time)
