NVIDIA (NasdaqGS:NVDA) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBen Reitzes - Managing Director and Head of Technology ResearchColette Kress - EVP and CFOHarlan Sur - Executive Director of Equity ResearchJensen Huang - President and CEOMark Lipacis - Senior Managing DirectorToshiya Hari - VP of Investor Relations and Strategic FinanceConference Call ParticipantsAaron Rakers - Managing Director and Technology AnalystAntoine Chkaiban - Technology Infrastructure AnalystAtif Malik ...

Group 1 - Nvidia Corporation's outlook for the next quarter is expected to be better than market expectations, driven by strong performance indicators [1] - The analysis emphasizes a fundamental approach to identify undervalued stocks with growth potential, particularly in the technology sector [1] Group 2 - The analyst holds a beneficial long position in Nvidia (NVDA), Google (GOOGL), and Amazon (AMZN), indicating confidence in these stocks [1]

NVIDIA (NasdaqGS:NVDA) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Speaker11Good afternoon. My name is Sarah, and I will be your conference operator today. At this time, I would like to welcome everyone to NVIDIA's fourth quarter earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star, followed by the number one on your telephone ...

Financial Data and Key Metrics Changes - The company reported total revenue of $2.41 billion for Q1 2026, at the high end of guidance, primarily due to timing of Ansys deals [15] - Non-GAAP operating margin was 42.1%, and non-GAAP EPS was $3.77, exceeding expectations [13][16] - Backlog ended at $11.3 billion, indicating a strong and resilient business model [13] Business Line Data and Key Metrics Changes - Design Automation segment revenue was approximately $2 billion, with strong growth in hardware-assisted verification [16] - Design IP segment revenue was $407 million, down approximately 6% year-over-year, indicating a transitional year for the business [16] - Ansys revenue was approximately $886 million, reflecting strong demand for system-level digital engineering and multiphysics simulation [15][16] Market Data and Key Metrics Changes - China revenue grew approximately 21% year-over-year due to the inclusion of Ansys, although excluding Ansys, revenue declined slightly [15] - The company noted a robust design start activity for AI compute, while design starts in consumer, automotive, and industrial markets remained subdued [4][5] Company Strategy and Development Direction - The company is focused on delivering technology promises from the integration of Synopsys and Ansys, with a strong emphasis on AI-driven design capabilities [4][12] - The strategy includes advancing technology leadership and focusing on sustainable growth and margin expansion [11][12] - The planned sale of the processor IP solutions business to GlobalFoundries is aimed at sharpening focus on interconnect and foundation IP [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the IP business driven by robust design starts, particularly in the AI segment [24] - The company anticipates continued demand for silicon-to-system solutions, particularly in industries like semiconductors, aerospace, and automotive [6][10] - Management acknowledged challenges in the Chinese market due to geopolitical factors but remains optimistic about the overall demand for their products [68] Other Important Information - The company has replenished its stock repurchase program with authorization to purchase up to $2 billion of common stock [18] - Free cash flow was approximately $822 million in Q1, with total debt at $10 billion [17] Q&A Session Summary Question: Insights on the IP segment and expected growth - Management highlighted confidence in the IP business due to robust design starts and evolving standards, with expectations for a pickup in the second half of the year [24][25] Question: Seasonal trends in bookings and renewal activity - Management noted that backlog is strong at $11.3 billion, and renewal timing can cause fluctuations, but overall confidence remains high [34] Question: AI's impact on the business - Management stated that AI is amplifying their strategic advantage rather than disrupting it, with ongoing developments in AI-driven design capabilities [5][42] Question: Ansys business forecastability - Management expressed confidence in Ansys's ability to service multiple market segments, indicating broad growth opportunities despite accounting variability [44][46] Question: Updates on the NVIDIA partnership - The partnership is focused on GPU acceleration and creating digital twins for physical AI opportunities, with expectations for product delivery in 2026 [90][92]

U.S. stocks edged higher late Wednesday as investors weighed another blockbuster earnings report from Nvidia against lingering concerns over the scale and sustainability of global AI investment. Nvidia reported fourth-quarter revenue of $68.1 billion, up 73% from a year earlier, driven almost entirely by continued demand for data-center infrastructure. Sales in that segment rose 75% to $62.3 billion, reinforcing the company’s central role in the artificial-intelligence buildout that has underpinned equity ...

The early innings of the artificial intelligence (AI) infrastructure buildout have been dominated by training, as companies rush to create the best AI models. However, according to reports, the AI inference market could climb from around $106 billion to nearly $255 billion by 2030. Let's look at three stocks set to benefit from this upward trend. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the ...

Once again, Nvidia CEO Jensen Huang had a simple response for investors who are worried that the AI spending race might be overblown. During the $4.8-trillion-valuation chip supplier’s earnings call on Wednesday, analysts pressed Huang on whether major cloud customers—whose capital expenditures are nearing $700 billion a year—could keep up the pace. According to Huang, it’s a no-brainer. In the new AI-based economy, compute and revenue are essentially the same thing. Without the capacity to generate AI to ...

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Investors had high hopes for what Nvidia (NASDAQ: NVDA) would report with its fourth-quarter fiscal 2026 financial results this afternoon. And judging from the immediate reaction, it seems the market is pretty pleased. With the company beating analysts' expectations on both the top and bottom lines, investors are rushing to click the buy button on Nvidia stock. As of 5:03 p.m. ET, shares of the artificial intelligence leader are up 2.2% from closing at $195.56 at the end of regular trading hours today. W ...

Jensen Huang Defends Controversial Depreciation SchedulesCONCLUDED[Nvidia Stock Pares Gains. It Had Another Big Earnings Beat.]Last Updated:---15 hours ago# Jensen Huang Defends Controversial Depreciation SchedulesBy[Adam Levine]Much has been made of AI cloud giants like Amazon.com, Microsoft, and Alphabet extending their depreciation schedules on AI servers from four years to six years, saving on cost-of-revenue in the near term.Observers like The Big Short's Michael Burry have likened this to accounting t ...