Nvidia(US:NVDA) Feng Huang Wang·2025-08-27 23:13Core Viewpoint - Nvidia reported strong financial results for Q2 of fiscal year 2026, with significant revenue and profit growth, despite challenges in the Chinese market [1][3]. Financial Performance - Revenue for Q2 reached $46.743 billion, a 56% increase from $30.040 billion in the same period last year [3]. - Net profit was $26.422 billion, up 59% from $16.599 billion year-over-year [3]. - Gross margin was 72.4%, down from 75.1% a year ago [3]. - Operating expenses increased to $5.413 billion, a 38% rise from $3.932 billion in the previous year [3]. - Earnings per share (EPS) rose to $1.08, a 61% increase from $0.67 year-over-year [3]. Segment Performance - Data center revenue, which includes AI chip business, reached $41 billion, growing 56% year-over-year [3]. - Gaming and AI PC revenue was $4.3 billion, up 49% year-over-year [3]. - Automotive and robotics revenue increased by 69% to $586 million [3]. Future Outlook - Q3 revenue is projected to be $54 billion, with a gross margin estimate of 73.3% [4]. - Operating expenses for Q3 are expected to be around $5.9 billion [5]. Shareholder Returns - Nvidia returned $24.3 billion to shareholders through stock buybacks and cash dividends in the first half of fiscal year 2026 [6]. - The board approved an additional $60 billion stock buyback program with no expiration date [6]. Executive Commentary - CEO Jensen Huang highlighted the strong demand for the Blackwell AI platform, emphasizing its revolutionary impact on AI performance [7].