Q4 2026 NVIDIA Corp Earnings Call Transcript
Key Points
- NVIDIA Corp (NVDA) reported record revenue of $68 billion for the fourth quarter, up 73% year over year, driven by strong demand in the Data Center segment.
- The company's Data Center revenue reached $62 billion, marking a 75% increase year over year, fueled by the adoption of the Blackwell architecture.
- NVIDIA Corp (NVDA) has secured inventory and supply commitments to meet future demand, extending into calendar 2027.
- The company generated a free cash flow of $35 billion in Q4 and $97 billion for fiscal year 2026, returning $41 billion to shareholders through share repurchases and dividends.
- NVIDIA Corp (NVDA) continues to innovate with the introduction of the Rubin platform, expected to deliver significant performance improvements and cost reductions.
- Supply constraints are expected to be a headwind for the gaming segment in the upcoming quarters, potentially impacting growth.
- The company has yet to generate revenue from China-based customers for its H200 products due to regulatory approvals, creating uncertainty in that market.
- NVIDIA Corp (NVDA) faces competition from Chinese companies that could disrupt the global AI industry structure over the long term.
- The inclusion of stock-based compensation in non-GAAP results may impact the company's reported financial metrics.
- Despite strong demand, the company anticipates tightness in supply for its advanced architectures to persist, which could limit growth potential.
Good 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. (Operator Instructions)
Toshiya Hari, you may begin your conference.
Thank you. Good afternoon, everyone, and welcome to NVIDIA's conference call for the fourth quarter of fiscal 2026. With me today from NVIDIA are Jensen Huang, President and Chief Executive Officer; and Colette Kress, Executive Vice President and Chief Financial Officer.
Our call is being webcast live and NVIDIA's investor relations website. The webcast will be available for replay until the conference call to discuss our financial results for the first quarter of fiscal 2027. The content of today's call is NVIDIA's property. It can't be reproduced or transcribed without our prior written consent.
During this call, we may make forward-looking statements based on current expectations. These are subject to a number
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
