Record data-center growth and a $78 billion guide support momentum, while supply tightness and China remain constraints.
| Quarter | Q4 FY26 |
|---|---|
| Call date | 2026-02-26 |
| Length | 67 minutes |
| EPS | $1.57 |
| EPS consensus | $1.45 |
| Revenue | $68.1B |
| Revenue consensus | $66.1B |
NVIDIA reported $68 billion of quarterly revenue, up 73% year over year, with data-center revenue reaching $62 billion, up 75%. Management expects $78 billion of first-quarter revenue, primarily driven by data center. Blackwell demand remains strong, while Rubin production shipments are scheduled for the second half of 2026. Supply tightness, gaming constraints, and uncertainty over China data-center revenue remain material headwinds.
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q2 FY27 · Q1 FY27 · Q3 FY26 · Q2 FY26 · Q1 FY26 · Q1 FY25
Read the full Q4 FY26 earnings call transcript
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.