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Oct 26, 2025
NVIDIA Q3 2026 Earnings Report
NVIDIA reported record-breaking revenue and net income in Q3 FY26, driven by unprecedented demand in its Data Center segment.
Key Takeaways
NVIDIA posted outstanding results in Q3 FY26 with $57 billion in revenue and $31.91 billion in net income, primarily fueled by strong performance in AI and Data Center markets.
Revenue reached an all-time high of $57 billion, increasing 22% QoQ.
Net income surged to $31.91 billion, driven by explosive growth in Data Center demand.
GAAP and non-GAAP EPS both came in at $1.30 per share.
Strong free cash flow of over $22 billion highlighted efficient operations.
Revenue by Segment
Forward Guidance
NVIDIA expects Q4 FY26 revenue of approximately $65 billion, with gross margins improving slightly.
Positive Outlook
- Expected Q4 revenue of $65 billion, plus or minus 2%
- GAAP gross margin projected to rise to 74.8%
- Non-GAAP gross margin expected at 75.0%
- Operating expenses expected to remain stable under $5 billion non-GAAP
- Strong demand outlook from cloud providers and AI startups
Challenges Ahead
- Continued supply constraints for cloud GPUs
- Rising R&D expenses tied to accelerated AI development
- Potential macroeconomic headwinds affecting customer budgets
- Uncertainties around international regulation and export controls
- Ongoing competitive pressure in the AI infrastructure space
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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