Core Viewpoint - Nvidia's record-breaking financial report aims to counter skepticism regarding the AI bubble, showcasing significant revenue and profit growth amid concerns about capital expenditures in the AI sector [1][4]. Financial Performance - In Q4, Nvidia reported record revenue of $68.127 billion, a 73% increase from $39.331 billion year-over-year; net profit reached $42.960 billion, up 94% from $22.091 billion [3]. - For the entire year, Nvidia's revenue was $215.938 billion, with a net profit of $120.067 billion, equating to daily earnings of approximately $32.8 million (RMB 220 million) [3]. Business Segments - The data center segment generated $193.48 billion in revenue for the year, a 68% increase, and accounted for over 91% of total revenue in Q4, with $62.3 billion in revenue, up 75% year-over-year and 22% quarter-over-quarter [3]. - Within the data center segment, the "compute business" (primarily GPU products) contributed $51.3 billion, a 58% increase, while the "network business" generated $11 billion, a 263% increase [3]. Future Guidance - Nvidia's guidance for Q1 FY2027 anticipates revenue of $78 billion, exceeding analyst expectations [4]. - The CFO indicated ongoing sales of Blackwell and Rubin architecture chips, while the gaming segment faces tight memory supply [4]. Market Sentiment - Concerns persist among investors regarding potential threats from the AI bubble, with 23% of surveyed investors citing it as their primary concern, up from 9% in December [6]. - Despite positive performance, there are worries that capital expenditures by major tech firms may peak this year, impacting Nvidia [6][7]. Strategic Initiatives - Nvidia aims to solidify its position in the AI ecosystem, with plans to integrate various sectors onto its platform, including AI, robotics, and life sciences [8]. - The company is nearing an agreement with OpenAI for a potential $100 billion AI infrastructure project and has acquired technology from AI startup Groq for $20 billion [8]. Upcoming Developments - Nvidia's GTC 2026 conference is set for March 15, where new, unprecedented chips are expected to be unveiled [8][9]. - Speculation surrounds the new chips, likely from the Rubin series or the next-generation Feynman series, which are anticipated to be revolutionary [9].

超越英伟达的依然是TA自己—— 2026财年，英伟达最后一份季度财报出炉。不出意料，又是连破三个纪录： 单季度营收达681亿美元（约4678亿元），同比增长73%，环比增长20%。 数据中心季度营收623亿美元（约4280亿元），同比增长75%，环比增长22%。 公司全年营收2159亿美元（约14831亿元），同比增长65%。 这份成绩可以说让资本市场吃了"定心丸"，"AI鬼故事"的阴霾一扫而空……财报后，英伟达盘后股价一度涨超3.7%。 英伟达最新季度财报 从财务指标入手，"猛涨"依旧是英伟达财报的基调。 2026财年（即2025年）第四季度，公司营业收入为681亿美元（约4678亿元），同比增长73%，环比增长20%。 2026财年全年营收2159亿美元（约14831亿元），同比增长65%。 透过业务基本盘进一步感知，还是从数据中心、游戏、专业可视化，以及汽车四个方面去展开。 英伟达业务的绝对核心数据中心，第四财季营收623亿美元，同比增长75%，环比增长22%；全年营收1937亿美元，同比增长68%。 数据中心业务的增长，主要来自平台转型在背后推动，Blackwell架构全面放量，推理算力需求呈现指数级 ...

| GAAP | | | | | | | --- | --- | --- | --- | --- | --- | | ($ in millions, except earnings per share) | Q4 FY26 | Q3 FY26 | Q4 FY25 | 0/0 | Y/Y | | Revenue | $68.127 | $57,006 | $39.331 | 20 % | 73 % | | Gross margin | 75.0 % | 73.4 % | 73.0 % | 1.6 pts | 2.0 pts | | Operating expenses | $6.794 | $5.839 | $4.689 | 16 % | 45 % | | Operating income | $44.299 | $36,010 | $24,034 | 23 % | 84 % | | Net income | $42,960 | $31,910 | $22,091 | 35 % | 94 % | | Diluted earnings per share | $1.76 | $1.30 | $0.89 | 35 ...

Market Analysis by covering: Vertiv Holdings Co, Applied Digital Corp. Read 's Market Analysis on Investing.com ...

WPP's CEO to merge ad agencies in turnaround plan | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The corporate logo of WPP is seen in this picture from 2018, obtained July 12, 2019. WPP/Handout via REUTERS [Purchase Licensing Rights, opens new tab]LONDON, Feb 26 (Reuters) - WPP [(WPP.L), opens new tab] will combine its agencies into a single company underpinned by AI and data, with four units including a new "WPP Creative", under ...

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Market Analysis by covering: Intel Corporation, Microsoft Corporation, Alphabet Inc Class A, Amazon.com Inc. Read 's Market Analysis on Investing.com ...

Market Analysis by covering: Nasdaq 100, S&P 500, NVIDIA Corporation. Read 's Market Analysis on Investing.com ...

Love that. Breaking news. It's Nvidia's night.We are just over an hour away from the release of the AI chip leaders fourth quarter earnings numbers. Ahead of the highly anticipated report, we've got shares up 2 and a4% to $197 and change. The stock is off the record of 212 back in October.Now, the expectations are sky high for Nvidia. Wall Street is looking for a buck 53 in profit. That would be a gain of 72% year-over-year.and revenue coming in at 66.21% billion. That would be a gain of 68%. Even if you do ...

CSIWM 个股点评 2026 年 2 月 26 日 英伟达 NVDA US 本文内容由 Ryan Lee (李昊谦) 提供 中信证券财富管理(香港) 产品及投资方案部 美国科技行业 电话：(852) 2237 9250 / 电邮：wminvestmentsolutions@citics.com.hk 2026 财年四季度业绩 摘要 中信证券财富管理与中信里昂研究观点一致。根据中信里昂研究在 2026 年 2 月 26 日发布的题为《4QFY26 results》 的报告，英伟达 2026 财年四季度营收同比增长 73%，并给出 2026 财年一季度同比增长 81%（区间上限）及 77% （中位数）的指引，业绩与指引均大幅超越预期。该指引未包含任何中国区潜在收入，显示增长动能显著提升。考虑 到超大规模资本支出预测已就位、代币消耗显示 AI 应用呈指数级增长，以及 Rubin GPU 即将发布，中信里昂认为该 报告已明确了该股的 2026 年展望。 中信证券财富管理(香港) 免责声明请参考封底 英伟达 2026 财年四季度营收达 681 亿美元，同比增长 73%，较公司指引上限高出 2.7%。非 GAAP 毛利 ...