NVDA · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

NVIDIA CORP · 2026-08-26 · Importance 69 · Surprise 64 · Contradicted

Second-quarter fiscal 2027 revenue was $96.221 billion, up 106% year over year and 18% sequentially, while first-half revenue reached $177.837 billion versus $90.805 billion a year earlier. Data Center revenue increased 117% year over year and 18% sequentially to $89.023 billion, driven by the Blackwell Ultra infrastructure ramp; Edge Computing revenue rose 27% year over year and 13% sequentially to $7.198 billion. Compute & Networking revenue increased to $88.299 billion from $41.331 billion in the quarter, while Graphics revenue increased to $7.922 billion from $5.412 billion, reflecting continued Blackwell adoption and a shift toward data-center demand.

Key facts

• Revenue for the three months ended Jul 26, 2026 was $96,221 million, up 106% from a year ago and up 18% sequentially. source
• Data Center revenue for the three months ended Jul 26, 2026 was $89,023 million, up 117% from a year ago and up 18% sequentially. source
• Edge Computing revenue for the three months ended Jul 26, 2026 was $7,198 million, up 27% from a year ago and up 13% sequentially. source
• Hyperscale revenue for the three months ended Jul 26, 2026 was $48,710 million. source
• Net income for the three months ended Jul 26, 2026 was $59,688 million and net income per diluted share was $2.46. source
• Reportable segment operating income for the three months ended Jul 26, 2026 was $62,696 million for Compute & Networking and $3,899 million for Graphics, totaling $66,595 million. source
• Total revenue by market platform Data Center was $89,023 million and Edge Computing was $7,198 million for the three months ended Jul 26, 2026, totaling $96,221 million. source
• Compute & Networking revenue for the three months ended Jul 26, 2026 was $88,299 million and Graphics revenue was $7,922 million, totaling $96,221 million. source

Impact estimates