NVIDIA Earnings Calls
| Release date | May 20, 2026 |
| EPS estimate | $1.76 |
| EPS actual | $1.87 |
| EPS Surprise | 6.25% |
| Revenue estimate | 78.423B |
| Revenue actual | 81.615B |
| Revenue Surprise | 4.07% |
| Release date | Feb 25, 2026 |
| EPS estimate | $1.54 |
| EPS actual | $1.62 |
| EPS Surprise | 5.19% |
| Revenue estimate | 66.126B |
| Revenue actual | 68.127B |
| Revenue Surprise | 3.03% |
| Release date | Nov 19, 2025 |
| EPS estimate | $1.26 |
| EPS actual | $1.30 |
| EPS Surprise | 3.17% |
| Revenue estimate | 54.961B |
| Revenue actual | 57.006B |
| Revenue Surprise | 3.72% |
| Release date | Aug 27, 2025 |
| EPS estimate | $1.01 |
| EPS actual | $1.05 |
| EPS Surprise | 3.96% |
| Revenue estimate | 46.049B |
| Revenue actual | 46.743B |
| Revenue Surprise | 1.51% |
Last 4 Quarters for NVIDIA
Below you can see how NVDA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 27, 2025 |
| Price on release | $181.60 |
| EPS estimate | $1.01 |
| EPS actual | $1.05 |
| EPS surprise | 3.96% |
| Date | Price |
|---|---|
| Aug 21, 2025 | $174.98 |
| Aug 22, 2025 | $177.99 |
| Aug 25, 2025 | $179.81 |
| Aug 26, 2025 | $181.77 |
| Aug 27, 2025 | $181.60 |
| Aug 28, 2025 | $180.17 |
| Aug 29, 2025 | $174.11 |
| Sep 02, 2025 | $170.78 |
| Sep 03, 2025 | $170.62 |
| 4 days before | 3.78% |
| 4 days after | -6.05% |
| On release day | -0.787% |
| Change in period | -2.49% |
| Release date | Nov 19, 2025 |
| Price on release | $186.52 |
| EPS estimate | $1.26 |
| EPS actual | $1.30 |
| EPS surprise | 3.17% |
| Date | Price |
|---|---|
| Nov 13, 2025 | $186.97 |
| Nov 14, 2025 | $190.17 |
| Nov 17, 2025 | $186.60 |
| Nov 18, 2025 | $181.37 |
| Nov 19, 2025 | $186.52 |
| Nov 20, 2025 | $180.64 |
| Nov 21, 2025 | $178.88 |
| Nov 24, 2025 | $182.55 |
| Nov 25, 2025 | $177.82 |
| 4 days before | -0.241% |
| 4 days after | -4.66% |
| On release day | -3.15% |
| Change in period | -4.89% |
| Release date | Feb 25, 2026 |
| Price on release | $195.56 |
| EPS estimate | $1.54 |
| EPS actual | $1.62 |
| EPS surprise | 5.19% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $187.90 |
| Feb 20, 2026 | $189.82 |
| Feb 23, 2026 | $191.55 |
| Feb 24, 2026 | $192.85 |
| Feb 25, 2026 | $195.56 |
| Feb 26, 2026 | $184.89 |
| Feb 27, 2026 | $177.10 |
| Mar 02, 2026 | $182.48 |
| Mar 03, 2026 | $180.05 |
| 4 days before | 4.08% |
| 4 days after | -7.93% |
| On release day | -5.46% |
| Change in period | -4.18% |
| Release date | May 20, 2026 |
| Price on release | $223.47 |
| EPS estimate | $1.76 |
| EPS actual | $1.87 |
| EPS surprise | 6.25% |
| Date | Price |
|---|---|
| May 14, 2026 | $235.74 |
| May 15, 2026 | $225.32 |
| May 18, 2026 | $222.32 |
| May 19, 2026 | $220.61 |
| May 20, 2026 | $223.47 |
| May 21, 2026 | $219.51 |
| May 22, 2026 | $215.33 |
| May 26, 2026 | $214.86 |
| May 27, 2026 | $212.60 |
| 4 days before | -5.20% |
| 4 days after | -4.86% |
| On release day | -1.77% |
| Change in period | -9.82% |
NVIDIA Earnings Call Transcript Summary of Q2 2026
NVIDIA reported a record quarter with revenue of $46.7 billion and broad sequential growth across platforms. Data center revenue grew 56% year-over-year, powered by strong adoption of the Blackwell family (GB200/GB300) and networking products; GB300 production shipments began in Q2 and NVLink rack-scale systems are ramping (current run rate ~1,000 racks/week). Management reiterated a multiyear AI infrastructure opportunity ($3–4 trillion by 2030) and expects Q3 revenue of $54 billion ±2% (guidance excludes H20 shipments to China). Rubin (next-generation platform) is in fab and on track for volume production next year. H20 shipments to China remain subject to US government licensing (management models $2–5B potential Q3 revenue if geopolitics permit); they sold ~$650M of H20 to a non-China unrestricted customer this quarter. Networking delivered record revenue ($7.3B) and InfiniBand/Spectrum X traction continues. Gaming, professional visualization, automotive, robotics (Thor), and Sovereign AI initiatives all showed notable momentum. Gross margins were 72%+ (GAAP and non‑GAAP); inventory increased to ~$15B to support Blackwell ramp. Operating expenses are being accelerated to support growth (full‑year OpEx growth expected in the high‑thirties percent), and the company authorized up to $60B in new share repurchases (returned $10B this quarter). Key investor risks: geopolitical export controls (China/H20), power/cooling constraints at large buildouts, and supply-chain ramp execution for GB300 and Rubin.
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