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- Aug 26, 202690% CONFIDENCEfrom the source
NVIDIA Reports Q2 Fiscal 2027 Results: $96.2B Revenue, Up 106%
- Revenue for the second quarter ended 26 July 2026 was $96.2 billion, up 18% from the previous quarter and 106% from a year ago; GAAP and non-GAAP gross margins were both 75.0%[1]
- Data Center revenue was a record $89.0 billion, up 117% year on year, split between $48.7 billion Hyperscale and $40.3 billion AI Clouds, Industrial & Enterprise; Edge Computing brought in $7.2 billion[3]
- GAAP and non-GAAP earnings per diluted share were $2.46 and $2.22; from this fiscal year NVIDIA's non-GAAP figures no longer exclude stock-based compensation[1]
- Against LSEG consensus, revenue of $96.22 billion beat the $92.17 billion expected and adjusted EPS of $2.22 beat $2.10[4]
- Outlook for the third quarter: revenue of $108.0 billion, plus or minus 2%, with no Data Center compute revenue from China assumed, and gross margins of about 74.0%[1]
- On the call CFO Colette Kress guided about 70% revenue growth for fiscal 2028, against the 44% analysts expected, and said supply rather than demand limits it; shares, which first slipped, rose more than 5% after hours as executives spoke[4][5][6]
- Supply and capacity commitments rose from $119 billion to $279 billion in the quarter, mostly for memory[3]
- NVIDIA returned about $26.0 billion to shareholders in the quarter and had $99.0 billion left under its buyback authorisation; the next $0.25 dividend is paid on 1 October 2026[1]
- Jensen Huang: "AI has reached its inflection point... Vera Rubin, now in full production, was built to power exactly this moment"[1]
- The release crossed on GlobeNewswire at 16:20 ET on 26 August, after the market close, ahead of the 2 p.m. PT conference call[1][2]
References 690% CONFIDENCE
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- [1]90%nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027nvidianews.nvidia.com· Posted Sep 23, 2026· Starts Aug 26, 2026 ✓· 18% of score
The release is dated "August 26, 2026" and "today reported revenue for the second quarter"; GlobeNewswire's[2] copy is stamped "August 26, 2026 16:20 ET", after the close (SEC[3] 8-K accepted 20:21 UTC).
- [2]95%NVIDIA Announces Financial Results for Second Quarter Fiscal 2027 (GlobeNewswire)globenewswire.com· Published Aug 26, 2026· 16% of score
NVIDIA's[1] wire distribution of the same release, stamped August 26, 2026 16:20 ET - the time the results crossed, after the market close.
- [3]95%CFO Commentary on Second Quarter Fiscal 2027 Results (8-K Exhibit 99.2)sec.gov· Published Aug 26, 2026· 16% of score
Colette Kress's commentary filed with the SEC under Item 2.02: Hyperscale $48.7B and ACIE $40.3B inside Data Center, Blackwell Ultra driving growth, commitments up to $279B.
- [4]88%Nvidia earnings takeaways: Huang forecasts 70% fiscal 2028 revenue growth, far above estimates (CNBC)cnbc.com· Published Aug 26, 2026· 16% of score
Same-day coverage with LSEG consensus: revenue $96.22B vs $92.17B and EPS $2.22 vs $2.10 expected; Kress's 70% fiscal 2028 growth outlook against 44% expected.[1]
- [5]80%Nvidia doubles Q2 revenue to $96 billion and crushes estimates (Fortune)fortune.com· Published Aug 26, 2026· 16% of score
Fortune, 4:27 PM ET on the day: revenue beat the $92.2B estimate, the fiscal 2028 growth outlook, and shares rising more than 5% after hours during the call. (Its line on current-quarter guidance contradicts the release's $108B and is not relied on.)
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