earnings
confidence high
sentiment positive
materiality 1.00
NVIDIA Q2 FY27 revenue $96.2B (+106% YoY), Data Center $89B; Q3 guide $108B
NVIDIA CORP
- GAAP EPS $2.46, non-GAAP $2.22; gross margin 75.0% both; net income $59.7B GAAP.
- Data Center revenue $89.0B, up 117% YoY; Edge Computing $7.2B, up 27% YoY.
- Q3 FY27 revenue guided to $108.0B ±2%; no China Data Center compute revenue assumed.
- Returned ~$26.0B to shareholders; quarterly dividend $0.25/share payable Oct 1, 2026.
- Commitments surged to $279B (memory procurement); issued $25B senior notes; SB Energy guarantees up to $105B.