NVDA · Full Picture

NVIDIA CORP — the full picture

Earnings window · 2026-02-25 to 2026-08-09 · anchored on the 10-Q report

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Datacenter Demand and Networking Ramp · Demand, orders & backlogPriority 95
    +69.5% revenue; 4 sources (news, press_release, sec_filing, transcript); 3 forward row(s); quote_verified
    Data Center revenue for fiscal year 2026 was up 68% from a year ago.
  2. Capital Return Program · Buybacks & dividendsPriority 94
    -54.7% cash; 4 sources (news, press_release, sec_filing, transcript); 7 forward row(s); structured_verified
    Nvidia announced a 25x quarterly dividend jump from $0.01 to $0.25 and a fresh $80 billion buyback authorization on top of roughly $39 billion still remaining.
  3. Revenue Performance and Mix · Revenue growth & mixPriority 92
    +78.9% revenue (realized); 4 sources (news, press_release, sec_filing, transcript); 4 forward row(s); quote_verified
    Total revenue for Q1 2027: $82 billion, up 85% year over year and 20% sequentially.
  4. Gross Margin Drivers · Gross marginPriority 85
    +24.2% margin (realized); 4 sources (news, press_release, sec_filing, transcript); 2 forward row(s); quote_verified
    Q2 2027 GAAP and non-GAAP gross margins expected: 74.9% and 75% respectively, plus or minus 50 basis points.
  5. Datacenter Bookings/Backlog · Demand, orders & backlogPriority 82
    +115.8% revenue; 2 forward row(s); quote_verified
    NVIDIA has $500 billion in AI chip bookings covering 2025 and 2026.
  6. Investor Ownership Changes · Ownership & institutional flowsPriority 81
    -32.9% cash; 2 forward row(s); quote_verified
    Tiger Global Management LLC increased its stake in NVIDIA Corporation by 9.1% in Q1, and NVIDIA announced a quarterly dividend increase and an $80 billion stock buyback plan.
  7. Capital Expenditures Program · Capital expenditurePriority 77
    -15.4% cash (realized); 3 sources (news, press_release, sec_filing); 1 forward row(s); quote_verified
    Net cash used in investing activities was $(52,228) million in fiscal year 2026 compared to $(20,421) million in fiscal year 2025.
  8. China Export Controls / China Access Risk · Export controls & sanctionsPriority 77
    4 sources (news, press_release, sec_filing, transcript); 8 forward row(s); quote_verified
    NVIDIA is not assuming any Data Center compute revenue from China in its Q2 FY27 outlook.
  9. Liquidity and Cash Position · Liquidity & cash positionPriority 76
    +11.6% assets (realized); 2 sources (news, sec_filing); structured_verified
    Net cash provided by operating activities was $102,718 million for fiscal year 2026 compared to $64,089 million for fiscal year 2025.
  10. Manufacturing and Capacity Ramp · Supply chain & operationsPriority 76
    -48.9% liability; 2 sources (news, transcript); 3 forward row(s); quote_verified
    Nvidia disclosed supply commitments of $119B.
  11. Non-marketable and Public Equity Investments · Investments & securitiesPriority 74
    -8.5% cash (realized); 3 sources (news, press_release, sec_filing); quote_verified
    Marketable equity securities at April 26, 2026: $30,237 million (up from $12,886 million at January 25, 2026).
  12. Reportable Segment Performance · UnclassifiedPriority 74
    +85.3% operating_income (realized); structured_verified
    Compute & Networking segment revenue for the three months ended Apr 26, 2026: $74,550 million, compared to $39,589 million for the three months ended Apr 27, 2025.

Threads by pillar

Revenue & Demand Priority 99 · 20 threads

Costs & Margins Priority 97 · 12 threads

Capital & Balance Sheet Priority 99 · 18 threads

Strategy & Portfolio Priority 96 · 19 threads

Legal, Regulatory & Policy Priority 80 · 7 threads

Guidance & Outlook Priority 76 · 4 threads

Macro & Market Conditions Priority 89 · 17 threads

Management & Governance Priority 27 · 4 threads

Shareholders & Street Priority 85 · 7 threads

Unclassified Priority 100 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
revenue+217.0%+217.3%+119.6%
cash-107.9%+107.9%-15.4%
liability-67.0%+67.0%-24.5%
assets+23.9%+23.9%+41.0%
operating_income-0.8%+0.8%+124.4%
margin——+37.7%
net_income——+17.8%