earnings
confidence high
sentiment positive
materiality 0.85
NVIDIA Q2 FY2026 revenue $46.7B (+56% YoY); EPS $1.08; Q3 outlook $54B; adds $60B buyback
NVIDIA CORP
2026-Q2 EPS reported
$1.84
revenue$90,805,000,000
- Revenue $46.7B, up 56% YoY, 6% QoQ; GAAP EPS $1.08; non-GAAP EPS $1.05 (ex-H20 release $1.04).
- Data Center revenue $41.1B (+56% YoY); Blackwell Data Center revenue grew 17% sequentially.
- GAAP gross margin 72.4% (down 2.7pts YoY); Q3 guidance GM 73.3% GAAP / 73.5% non-GAAP.
- Board approved additional $60B share repurchase authorization; $24.3B returned to shareholders in H1.
- Q3 revenue outlook $54B ±2%, not assuming any H20 shipments to China; cash flow ops $15.4B.
item 2.02item 9.01