NVDA · 10-Q · 2026Q3 · Full report

Geographic Revenue Shift

NVIDIA CORP · 2026-08-26 · Importance 59 · Surprise 48

Revenue from customers headquartered outside the United States represented 38% of total revenue in the second quarter of fiscal 2027, compared with 30% in the prior-year quarter. For the first half of fiscal 2027, non-U.S.-headquartered customers represented 30% of revenue, compared with 35% in the prior-year period. NVIDIA cautions that headquarters-based geographic attribution may differ from the end customer and shipping location. The shift indicates stronger relative contribution from non-U.S. customer headquarters in the quarter but lower contribution for the first half.

Key facts