NVIDIA Posts 73% Revenue Growth and Guides $78B Next-Quarter Revenue
NVIDIA achieved Q4 FY26 revenue of $68.13 billion, a 73.2% year-over-year increase that beat estimates by 2.93%, with adjusted EPS of $1.62 topping forecasts. Data Center revenue jumped 75% to $62.31 billion, networking revenue surged 263%, and management guided to $78 billion next-quarter revenue.
1. Q4 FY26 Financial Results
NVIDIA reported Q4 FY26 revenue of $68.13 billion, up 73.2% year-over-year, surpassing consensus by 2.93%, while adjusted EPS of $1.62 exceeded the $1.52 estimate.
2. Segment Performance Highlights
The Data Center unit generated $62.31 billion, a 75% increase, and Networking revenue soared 263% to $10.98 billion driven by NVLink deployment.
3. Future Guidance and Valuation
Management set next-quarter revenue guidance at $78 billion and lifted fiscal 2027 EPS consensus to $8.25, with shares trading at approximately 22X forward earnings.
4. Market Reaction and Outlook
Shares declined about 3% post-release due to concerns over future AI data center buildout pace, while investors await details at the upcoming GTC event for further catalysts.