Revenue Growth Driven by Demand
NVIDIA's revenue surged by 62.5% YoY, attributed to strong demand in data centers and gaming sectors.
Source: 10-Q Income Statement
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
NVIDIA reported a significant 62.5% year-over-year revenue increase in Q3 FY2026, driven by strong demand and operational efficiency, despite slight margin compression.
Revenue
$57.01B
+62.49% YoY
EPS (Diluted)
$1.30
+66.67% YoY
Gross Margin
73.4%
-1.1 pts YoY
Operating Income
$36.01B
+64.66% YoY
Source: SEC XBRL
Nvidia (NVDA) reported Q3 FY2026 revenue of $57.01B, up 62.5% year over year. Operating margin was 63.2%, up 0.9 points from 62.3% a year earlier. NVDA's fiscal Q3 FY2026 corresponds to calendar Q4 2025.
Last 4 quarters: 4 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026 | 1.87 | 1.79 | Beat +4.3% |
| Mar 2026 | 1.62 | 1.56 | Beat +3.6% |
| Dec 2025This filing | 1.30 | 1.27 | Beat +2.0% |
| Sep 2025 | 1.05 | 1.03 | Beat +2.1% |
Reported EPS of $1.30 versus the $1.27 analyst consensus — a +2.0% beat for Dec 2025.
Compiled by AI from this SEC filing
NVIDIA's revenue surged by 62.5% YoY, attributed to strong demand in data centers and gaming sectors.
Source: 10-Q Income Statement
Cost of revenue increased by 69.8% YoY, slightly outpacing revenue growth, leading to a minor decrease in gross margin.
Source: 10-Q Income Statement
R&D expenses grew by 38.8% YoY, reflecting NVIDIA's commitment to innovation and maintaining competitive advantage.
Source: 10-Q Income Statement
Compiled by AI from this SEC filing · 1 high, 2 medium, 0 low
Ongoing global supply chain issues could impact NVIDIA's ability to meet demand, potentially affecting revenue and profitability.
Source: General Industry Knowledge
Intense competition in the semiconductor industry could pressure NVIDIA's margins and market share.
Source: General Industry Knowledge
Potential regulatory changes in key markets could affect NVIDIA's operations and financial performance.
Source: General Industry Knowledge
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 57.01 $B | 35.08 $B | +62.49% |
Cost of Revenue $B | 15.16 $B | 8.93 $B | +69.81% |
Gross Profit $B | 41.85 $B | 26.16 $B | +60.00% |
Operating Income $B | 36.01 $B | 21.87 $B | +64.66% |
Net Income $B | 31.91 $B | 19.31 $B | +65.26% |
EPS (Basic) $ | 1.31 $ | 0.79 $ | +65.82% |
EPS (Diluted) $ | 1.30 $ | 0.78 $ | +66.67% |
R&D Expense $B | 4.71 $B | 3.39 $B | +38.79% |
SG&A Expense $B | 1.13 $B | 0.90 $B | +26.42% |
Answers draw on this SEC filing and the data on this page
NVIDIA delivered exceptional Q1 FY2027 operating growth, with revenue up 85% year over year to $81.6B and operating income up 147% to $53.5B, while net income was further boosted by $15.9B of other income, primarily unrealized investment gains. Source: 10-Q Item 2 MD&A, pp.24, 27.
NVIDIA delivered exceptional FY2026 results with revenue surging 65.5% YoY to $215.9B and net income jumping 64.7% to $120.1B, driven by explosive demand for AI computing infrastructure.
In Q2 FY2026, NVIDIA generated $46.74B in revenue (up 55.6% YoY) and $26.42B in net income, driven by robust data center demand for its Blackwell AI platform despite gross margin compression to 72.4% caused by product mix shifts and export control challenges.
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