NVIDIA's quarterly revenue rises 106% to $96.22 billion; its Graphics segment revenue is up 46%

Written by Claude Sonnet 5.5, an AI model, from public records. Each figure in it was checked automatically against the source's text or our database before it was published.

NVIDIA reported revenue of $96.22 billion for the quarter from Apr 27, 2026 to Jul 26, 2026, up 106% from $46.74 billion in the same quarter a year earlier. The figures are in its 10-Q, the quarterly report that companies listed in the US file with the SEC, filed on Aug 26, 2026. Operating income, the profit from running the business before interest and tax, was $63.73 billion, up 124.1% from $28.44 billion. Net income was $59.69 billion, up 125.9% from $26.42 billion, and diluted earnings per share were $2.46, against $1.08. On NVIDIA's own non-GAAP measure, which leaves out items the company chooses, earnings per diluted share were $2.22, against $2.46 under GAAP, the US accounting rules.1^,2^,3^,4^,5^,6^,7^,8^,9^,10^,11^,12^,13^,14

NVIDIA reports its segment revenue as Compute & Networking and Graphics. Compute & Networking revenue was $88.3 billion, up 113.6% from $41.33 billion, which NVIDIA says was driven by the ramp of its Blackwell Ultra infrastructure. Graphics revenue was $7.92 billion, up 46.4% from $5.41 billion, which NVIDIA says was driven by sales of its Blackwell architecture. Graphics segment operating income was $3.899 billion, against $2.242 billion a year earlier, up 74%. NVIDIA's release also cuts revenue by market: Data Center was $89.0 billion, up 117%, and Edge Computing was $7.2 billion, up 27%. One direct customer represented 16% of total revenue in the quarter, NVIDIA says, mostly in Compute & Networking.15^,16^,17^,18^,19^,20^,21^,22^,23^,24^,25^,26

Gross margin, the share of revenue left after the direct cost of the products sold, rose to 75.0% in the second quarter of fiscal year 2027 from 72.4%, which NVIDIA says was due to improved mix from Blackwell Ultra. Gains from equity securities, net, were $7.771 billion in the quarter, which NVIDIA says were primarily driven by unrealized gains. NVIDIA repurchased 94 million shares for $19.7 billion in the quarter, and on May 18, 2026 it raised its quarterly cash dividend from $0.01 to $0.25 a share. In its earnings release of Aug 26, NVIDIA said it expected revenue for its fiscal third quarter of $108.0 billion, plus or minus 2%, and was assuming no Data Center compute revenue from China.27^,28^,29^,30^,31^,32^,33

Our records keep one value for each period of an SEC filer, the latest filed, so they cannot tell whether the year-earlier figures were restated. The 10-Q's own summary of the quarter and its section on recent developments are not among the text we quote, so the explanations above come from the other sections of its management discussion.34^,35