Core Insights - Nvidia reported $68.1 billion in quarterly revenue, marking a 73% year-over-year increase, and earnings per share of $1.62, surpassing analyst expectations of $66.1 billion and $1.54 respectively [1][2] Financial Performance - Full-year revenue for Nvidia totaled $215.9 billion with earnings per share of $4.77, exceeding expectations of $213.8 billion and $4.69 [2] - Data center revenue in the fourth quarter reached a record $62.3 billion, up 75% from the previous year, accounting for over 91% of the company's total sales [2] Market Context - Nvidia is the only stock among the "Magnificent Seven" to see an increase in value this year, while other major companies like Tesla, Microsoft, Alphabet, Meta, Apple, and Amazon have not experienced gains [3] - Recent skepticism in the AI market has been noted, with significant projected spending on AI products from major firms, totaling $610 billion by 2026, including Amazon's anticipated capital expenditures of up to $200 billion [4] - Analysts have indicated that spending forecasts for AI have exceeded expectations, despite ongoing investor concerns regarding AI spending [4]

Yeah, I mean, straight to the outlook. And by the way, I would have done the same thing. Go right there. You know, revenue in the fiscal first quarter, $78 billion plus or -2%, You know, a consensus was really high. But like going into this, it's a very simple equation. There were many names from across sell side by side that said they wanted to see in video beat revenues overall in the current period in by the multiple billions of dollars, you know, against consensus. I mean, can can ad can you use that as ...

来源：滚动播报 英伟达第四季度营收681亿美元，环比增长20%，同比增长73%。2026财年全年营收2159亿美元，同比 增长65%。GAAP与非GAAP毛利率分别为75.0%和75.2%。2026财年全年，GAAP与非GAAP毛利率分别 为71.1%和71.3%。GAAP与非GAAP摊薄后每股收益分别为1.76美元和1.62美元。2026财年全年，GAAP 与非GAAP摊薄后每股收益分别为4.90美元和4.77美元。2026财年期间，英伟达以股票回购+现金分红形 式向股东返还411亿美元。截至第四季度末，公司仍有585亿美元股票回购额度未使用。 ...

Core Insights - The company's total profit for the fiscal year reached $120 billion, a significant increase from $4.4 billion three years ago [1] Financial Performance - The profit growth over the three-year period indicates a substantial improvement in the company's financial health, showcasing a growth of approximately 2727% [1]

Investor Presentation Q4 FY26 February 2026 Certain matters in this presentation including, but not limited to, statements as to: expectations with respect to growth, performance and benefits of NVIDIA's products, services, and technologies, including Blackwell, and related trends and drivers; expectations with respect to supply and demand for NVIDIA's products, services, and technologies, including Blackwell, and related matters including inventory, production and distribution; NVIDIA's financial position ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

本文源自：金融界AI电报 英伟达四季度营收681亿美元，同比增长73%，市场预期为656.84亿美元，上年同期为393.31亿美元；数 据中心营收为623亿美元，市场预期为606.2亿美元，上年同期为355.8亿美元。英伟达预计第一财季营收 764.4亿-795.6亿美元，市场预估727.8亿美元。 ...

(本文来自第一财经) 芯片制造商英伟达周三预计第一季度营收将高于市场预期，在大规模人工智能投资受到广泛关注之际， 该公司押注大科技公司在人工智能处理器上的支出将有增无减。该公司股价在盘后交易中上涨超过 4%。 来源：第一财经 ...

英伟达公司：截至目前，H200授权计划尚未产生任何收入。 来源：滚动播报 ...

英伟达：2026财年资本支出为61亿美元。 来源：滚动播报 ...