FACT / 24/09/2025 by TLJ

Quarterly Summary Q2 FY2026 – NVIDIA

Public Companies
NVDA
  • N ews (3)
  • N ews (3)
Total Revenue: $46.7 billion, up 6% QoQ and 56% YoY, driven by data centres and AI GPUs. Net Income: Not specified, but GAAP gross margin at 72.4%; GAAP EPS at $1.08. Non-GAAP Gross Margin: 72.7%, stable at high levels thanks to manufacturing efficiencies. Data Centres: Estimated $42.5 billion, +56% YoY, with strong demand for Blackwell and Hopper chips. Gaming and Automotive: Moderate growth, with gaming at $3.1 billion (+10% YoY) and automotive expanding. CapEx and Outlook: Q3 guidance at $50B+; investments in R&D for agentic AI and sovereign AI. AI and Innovations: Blackwell launch with record orders; focus on edge AI and CUDA software. CEO Kress comment: ‘Record Q2 with AI acceleration, positioned for multi-quarter growth.’ Outlook: Expected growth of +60% YoY for FY26, but risks from supply chain and export regulations. (Summary based on official report dated 27 August 2025; images/graphs in PDF at investor.nvidia.com.)

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