NVIDIA Corporation Q4 FY2026 Earnings Call

· Earnings call transcript and AI-powered summary

Quarter Overview

  • Total quarterly revenue: 68 billion dollars, up 73 percent year over year and a record sequential increase driven by data center demand.
  • Record free cash flow of 35 billion dollars for the quarter and 97 billion dollars for fiscal year 2026.
  • Non-GAAP gross margin: 75.2 percent, slightly up as Blackwell architecture shipments accelerated.
  • NVIDIA expects sequential revenue growth throughout calendar 2026 and visibility into 2027, driven by strong demand for Blackwell and Rubin platforms.

Data Center Business

  • Q4 data center revenue: 62 billion dollars, up 75 percent year over year and 22 percent sequentially.
  • Full-year data center revenue: 194 billion dollars, up 68 percent year over year and nearly 13 times higher than fiscal 2023 at the dawn of generative AI.
  • Strong demand across hyperscalers, cloud providers, AI model companies, sovereign governments, and enterprises.
  • Networking revenue hit 11 billion dollars, up 3.5 times year over year driven by NVLink, Spectrum-X Ethernet, and InfiniBand.
  • Nearly 9 gigawatts of Blackwell-based infrastructure deployed within a year of launch.
  • Sovereign AI revenue surpassed 30 billion dollars in FY26, more than tripling year over year.

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Operator: 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. Toshiya Hari: 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 on 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 prior written consent. During this call, we may make forward-looking statements based on current expectations. These are subject to a number of significant risks and uncertainties, and our actual results may differ materially. For a discussion of factors that could affect our future financial results and business, please refer to the disclosure in today's earnings release, our most recent Forms 10-K and 10-Q, and the reports that we may file on Form 8-K with the Securities and Exchange Commission. All our statements are made as of today, February 25, 2026, based on information currently available to us. Except as required by law, we assume no obligatio

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