NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026

Core Insights - NVIDIA reported record revenue of $68.1 billion for Q4 FY26, representing a 20% increase from Q3 and a 73% increase year-over-year [1][9] - For the full fiscal year 2026, NVIDIA achieved revenue of $215.9 billion, up 65% from the previous year [1][7] - The company emphasized the exponential growth in computing demand, particularly in AI, with significant enterprise adoption of AI technologies [3] Financial Performance - Q4 FY26 GAAP gross margin was 75.0%, while non-GAAP gross margin was 75.2%, both showing improvements from the previous quarter [1][6] - GAAP earnings per diluted share for Q4 FY26 were $1.76, up 35% quarter-over-quarter and up 98% year-over-year [2][6] - For fiscal 2026, GAAP earnings per diluted share were $4.90, a 67% increase from the previous year [2][7] Shareholder Returns - NVIDIA returned $41.1 billion to shareholders in FY26 through share repurchases and cash dividends [3] - The next quarterly cash dividend of $0.01 per share is scheduled for April 1, 2026 [4] Business Segments - Data Center revenue reached a record $62.3 billion in Q4 FY26, up 22% from Q3 and up 75% year-over-year [9] - Gaming revenue for Q4 FY26 was $3.7 billion, reflecting a 47% increase year-over-year but a 13% decrease from the previous quarter [14] - Automotive revenue for Q4 FY26 was $604 million, up 2% from Q3 and up 6% year-over-year [14] Strategic Developments - NVIDIA announced the launch of the Vera Rubin platform, which aims to significantly reduce inference costs in AI applications [14] - The company expanded partnerships with major cloud providers and industrial leaders to enhance AI capabilities and infrastructure [14] - NVIDIA's collaboration with Meta includes large-scale deployment of NVIDIA CPUs and GPUs, indicating a strong focus on AI infrastructure [14]