AI brief of an SEC Form 8-K · Nvidia (NVDA)

NVIDIA Q4 revenue rises 73% to $68.1 billion; Q1 outlook $78.0 billion

Positive Impact 3 of 5 earnings Written later

NVIDIA reported fourth-quarter fiscal 2026 revenue of $68.1 billion, up 73% from a year ago, with GAAP diluted earnings per share of $1.76 versus $0.89 a year earlier. It forecast first-quarter fiscal 2027 revenue of $78.0 billion, plus or minus 2%, and said it will include stock-based compensation in non-GAAP results starting that quarter, which changes how its non-GAAP figures compare with prior periods.

Key points

  • Q4 revenue was $68.1 billion, up 20% from Q3 and up 73% from a year ago; Data Center revenue was $62.3 billion.
  • GAAP diluted EPS was $1.76 and non-GAAP diluted EPS was $1.62; GAAP gross margin was 75.0%.
  • Q1 fiscal 2027 revenue outlook is $78.0 billion, plus or minus 2%, with no Data Center compute revenue from China assumed.
  • Fiscal 2026 shareholder returns totaled $41.1 billion; $58.5 billion remained under the buyback authorization at quarter end.

The filing

CompanyNvidia (NVDA)
Form8-K, current report
Filed with the SECFeb 25, 2026, 4:31 PM ET
Accession number0001045810-26-000019

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 25, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.