* Record quarterly revenue of $68.1 billion, up 20% from Q3 and up 73% from a year ago
* Record quarterly Data Center revenue of $62.3 billion, up 22% from Q3 and up 75% from a year ago
* Record full-year revenue of $215.9 billion, up 65%
NVIDIA’s outlook for the first quarter of fiscal 2027 is as follows:
* Revenue is expected to be $78.0 billion, plus or minus 2%. NVIDIA is not assuming any Data Center compute revenue from **China** in its outlook.
* GAAP and non-GAAP gross margins are expected to be 74.9% and 75.0%, respectively, plus or minus 50 basis points, inclusive of a 0.1% impact from stock-based compensation expense.
* GAAP and non-GAAP operating expenses are expected to be approximately $7.7 billion and $7.5 billion, respectively, inclusive of $1.9 billion of stock-based compensation expense.
* For the full year fiscal 2027, GAAP and non-GAAP tax rates are expected to be between 17.0% and 19.0%, excluding any discrete items and material changes to NVIDIA’s tax environment.
jarkon-anderslammer on
Guidance of 78B without China revenue. This approaches the best case scenario.
91% of sales are from data centers. Oof. How much of that is their own investment money coming back to them?
chihuahuaOP on
Do I sell my RAM now or wait?
AdventurousEscape991 on
-4% by start of morning.
dont_ama_73 on
Sounds like time to get in and buy?
alwaysHappy202 on
I feel so bad for Burry. Can someone please check on him?
mturner1993 on
All well and good, but the data centre money will slow as there isn’t enough power to well, power the new data centres, so by the end of the year there will be less buying the cards as they hit capacity. Not to mention THEN struggle to turn a profit from AI.
Bulky_Wind_4356 on
There’s gonna come a day when expectations are too high for Nvidia to beat, and that day the markets will bleed
option-trader on
63% net profit margin. Insane!
WALLSHKREEKBETZ on
That’s crazyyy (i didn’t read anything)
AlwaysSeekAdventure on
The man. The myth. The Legend. Jensen Huang, ladies and gentlemen.
Jason-Griffin on
Got in with some calls baby!
SloppyGuiseppe99 on
The profit taking on NVDA has come so early. It’s less than 2% up today now and people are selling 😂 really ??
Guy-De-Lombard on
How is this possible. Data centers are about the replace grocery stores lol
throwawayanon1252 on
How is NVIDIA not higher with how wild they beat
PinComplete8515 on
Get ready for the profit taking dump
zztop610 on
So, going by the stock market logic the price will tank tomorrow. Right?
blackSwanCan on
NVDA should fly towards 250 then. These projections are really good.
I sold a big chunk of NVDA to diversify. At this point I have diversified those alternate investments to 10% losses 🙂
Also, I think ORACLE has been unfairly punished. If there is so much demand for NVDA chips still, then risk for oracle is much lower.
Got_Engineers on
Jensen just said Nvidia is the biggest networking company in the world. Get them the hell out of technology !!
Comcastrated on
After hours is already a roller coaster
Electrical-Basil8865 on
Annnnnd it’s down ..
LaserAid69 on
Everyone’s circle jerking in here. I like the odds of a rug pull tomorrow
Pancheel on
What is the endgame here? NVDA worth 100 gazillion dollars, then what? its clients are datacenters that have zero profits ffs!
Disastrous_Purpose22 on
Looks like the people selling the shovels are the ones winning.
BigGorillaWolfMofo on
This is what circle jerk funding and raking consumers over the coals will get you.
HybridizedPanda on
Basically buy everything under 200, cause somehow nvda is undervalued
41 Comments
https://preview.redd.it/dttb857kmplg1.jpeg?width=740&format=pjpg&auto=webp&s=b654c1258cc33a669a193b541b8718e8393771bb
* Record quarterly revenue of $68.1 billion, up 20% from Q3 and up 73% from a year ago
* Record quarterly Data Center revenue of $62.3 billion, up 22% from Q3 and up 75% from a year ago
* Record full-year revenue of $215.9 billion, up 65%
NVIDIA’s outlook for the first quarter of fiscal 2027 is as follows:
* Revenue is expected to be $78.0 billion, plus or minus 2%. NVIDIA is not assuming any Data Center compute revenue from **China** in its outlook.
* GAAP and non-GAAP gross margins are expected to be 74.9% and 75.0%, respectively, plus or minus 50 basis points, inclusive of a 0.1% impact from stock-based compensation expense.
* GAAP and non-GAAP operating expenses are expected to be approximately $7.7 billion and $7.5 billion, respectively, inclusive of $1.9 billion of stock-based compensation expense.
* For the full year fiscal 2027, GAAP and non-GAAP tax rates are expected to be between 17.0% and 19.0%, excluding any discrete items and material changes to NVIDIA’s tax environment.
Guidance of 78B without China revenue. This approaches the best case scenario.
Up up up
|**Metric**|**Q4 FY2026**|**Q/Q Change**|**Y/Y Change**|
|:-|:-|:-|:-|
|**Revenue**|$68.1 Billion|+20%|+73%|
|**GAAP Gross Margin**|75.0%|+1.6 pts|+2.0 pts|
|**Non-GAAP Gross Margin**|75.2%|+1.6 pts|+1.7 pts|
|**GAAP Operating Income**|$45.1 Billion|+25%|+88%|
|**GAAP Diluted EPS**|$1.76|+35%|+98%|
|**Non-GAAP Diluted EPS**|$1.62|+25%|+82%|
Wow a company beat earnings and didn’t drop 15% what a surprise
Are they gonna rug pull tmr morning like they did last time
Guidance +5 Billion more than expected and we don’t touch the moon today?
Seeing bears cry bring joy to my life
Bubble? What bubble?
https://preview.redd.it/rzcycg8lnplg1.jpeg?width=598&format=pjpg&auto=webp&s=dbf6aa6b88aa6dd4f0c1c3638a5d4017f97df221
Bers tears are the tastiest
Will still tank
AI bubble grows bigger
What is this weak ahh 2016 style 3% after hours gain? Give me a 10% moon already.
https://preview.redd.it/1064kzcioplg1.jpeg?width=1179&format=pjpg&auto=webp&s=66763c703ae0e1e7f0a667246192733bf3f888ad
Self driving cars when
91% of sales are from data centers. Oof. How much of that is their own investment money coming back to them?
Do I sell my RAM now or wait?
-4% by start of morning.
Sounds like time to get in and buy?
I feel so bad for Burry. Can someone please check on him?
All well and good, but the data centre money will slow as there isn’t enough power to well, power the new data centres, so by the end of the year there will be less buying the cards as they hit capacity. Not to mention THEN struggle to turn a profit from AI.
There’s gonna come a day when expectations are too high for Nvidia to beat, and that day the markets will bleed
63% net profit margin. Insane!
That’s crazyyy (i didn’t read anything)
The man. The myth. The Legend. Jensen Huang, ladies and gentlemen.
Got in with some calls baby!
The profit taking on NVDA has come so early. It’s less than 2% up today now and people are selling 😂 really ??
How is this possible. Data centers are about the replace grocery stores lol
How is NVIDIA not higher with how wild they beat
Get ready for the profit taking dump
So, going by the stock market logic the price will tank tomorrow. Right?
NVDA should fly towards 250 then. These projections are really good.
I sold a big chunk of NVDA to diversify. At this point I have diversified those alternate investments to 10% losses 🙂
Also, I think ORACLE has been unfairly punished. If there is so much demand for NVDA chips still, then risk for oracle is much lower.
Jensen just said Nvidia is the biggest networking company in the world. Get them the hell out of technology !!
After hours is already a roller coaster
Annnnnd it’s down ..
Everyone’s circle jerking in here. I like the odds of a rug pull tomorrow
What is the endgame here? NVDA worth 100 gazillion dollars, then what? its clients are datacenters that have zero profits ffs!
Looks like the people selling the shovels are the ones winning.
This is what circle jerk funding and raking consumers over the coals will get you.
Basically buy everything under 200, cause somehow nvda is undervalued
https://preview.redd.it/auiafk722qlg1.jpeg?width=719&format=pjpg&auto=webp&s=62d7aadb02362ea60733bb7c57b2799aa88be323