Core Insights - Nvidia reported strong financial results for Q3 of fiscal year 2026, with revenue of $57.006 billion, a year-over-year increase of 62% and a quarter-over-quarter increase of 22%, significantly surpassing market expectations of $55.19 billion [1] - The net profit for the quarter was $31.910 billion, reflecting a 65% year-over-year growth and a 21% quarter-over-quarter growth [1] - Adjusted earnings per share were $1.30, up 67% year-over-year, exceeding market expectations of $1.25 [1] Revenue Breakdown - The data center business, which is the core growth engine for Nvidia, generated $51.2 billion in revenue, a 66% year-over-year increase, accounting for the majority of total revenue [1] - Within the data center revenue, the "compute business" (GPUs) contributed $43 billion, while the networking business (components enabling multiple GPUs to work together) contributed $8.2 billion [1] Future Guidance - Nvidia expects Q4 revenue to be approximately $65 billion, exceeding analyst expectations of $61.66 billion [1] - The gross margin is projected to be 74.8%, with a non-GAAP estimate of 75%, which is higher than market expectations [1] - Following the announcement, Nvidia's stock rose nearly 3% in after-hours trading, with an increase of over 5% [1]
第三财季营收、净利润同比增长超六成 英伟达盘后交易涨幅超5%