https://www.cnbc.com/2025/08/27/nvidia-nvda-earnings-report-q2-2026.html
Nvidia reported better-than-expected earnings and revenue on Wednesday, confirming that the company’s data center business remains at the center of an unprecedented buildout of infrastructure for artificial intelligence. Here’s how the company did, compared with estimates from analysts polled by LSEG:
- Earnings per share: $1.05 adjusted vs. $1.01 estimated
- Revenue: $46.74 billion vs. $46.06 billion estimated
The company said revenue this quarter will be $54 billion, plus or minus 2%, though that number does not assume any H20 shipments to China. Analysts were expecting revenue of $53.1 billion, according to LSEG.
During the quarter, after meeting with President Donald Trump, Nvidia signaled that it expected to get U.S. licenses to ship the H20 chip to China, a product that it said cost the company $4.5 billion in write downs and which could have added $8 billion in sales to the second quarter if it had been commercially available during the period. Nvidia said it sold no H20 chips to China during the quarter.
Net income increased 59% to $25.78 billion, or $1.05 per diluted share, from $16.6 billion, or 67 cents per share, in the year-ago period.
Nvidia’s business is driven by its data center business, in which it sells chips called graphics processors and complimentary products for connecting and using them in large quantities. Revenue in the division rose 56% from the year-ago period to $41.1 billion.
Nvidia beats on top and bottom lines as data center revenue surges 56%
byu/WickedSensitiveCrew instocks
Posted by WickedSensitiveCrew
15 Comments
Beating estimates by a slimmer margin each ER, i think people see it too hence aftermarket
Still very very solid growth. I wonder how long they can keep up before next big catalyst
Gross Margin (+70%) is insane at this size
Doesn’t seem like good news as I watch the price of AMD and NBIS dropping… NVDA is dropping too… am I seeing things wrong?
Great not perfect results, that explains the -3% after market (so far).
Buy the dip
Gonna drop rn but tomorrow it’ll surge
Was it priced in with higher expectations resulting in the drop after hours or?
meh
This stock represents 6% of all assets at vanguard, 6% at Black rock, 9% at Fidelity, 5% at jpm, 7% at T Rowe price and on and on. I’m not sure how things go from here but literally everyone owns it. When this cycle wraps up it’ll be an incredible stampede for the door.
Why are they doing a buyback if growth is strong?
Not sure I believe the no H2O chips sold to China statement. If it is factual they likely have a massive backlog from China.
But for weeks all we heard is bubble this bubble that, what happened? How is there a bubble if the top AI chip provider keeps beating expectations every single earnings?
Don’t worry, knowing this stock it will be up 500% by next week for no reason.
“AI bubble”
LONG DENNYS $DENN
> Overall company revenue rose 56% in the quarter from $30.04 billion a year ago, Nvidia said. **Year-over-year revenue has now exceeded 50% for nine straight quarters, dating back to mid-2023, when the generative AI boom started to show up in Nvidia’s results.**
I’m confident that 99% of reddit has no idea what a bubble is. This is a well built business.