NVIDIA reports $68.1B Q4 revenue as shares jump after hours on earnings beat

NVIDIA reported record fourth quarter revenue of $68.1 billion for fiscal 2026, up 20% quarter over quarter and 73% from a year earlier, as AI infrastructure demand continued to accelerate.

Data center revenue reached a record $62.3 billion in the quarter, up 22% sequentially and 75% year over year. For the full fiscal year, total revenue climbed 65% to $215.9 billion, while data center revenue rose 68% to $193.7 billion.

GAAP earnings per diluted share were $1.76 for the quarter and $4.90 for the full year. Net income in fiscal 2026 increased 65% to $120.1 billion. Gross margins remained elevated at 75.0% in the quarter.

Chief Executive Jensen Huang said computing demand is growing exponentially, pointing to accelerating enterprise adoption of agentic AI and continued investment in AI infrastructure.

During fiscal 2026, NVIDIA returned $41.1 billion to shareholders through share repurchases and dividends. The company declared a quarterly cash dividend of $0.01 per share payable April 1, 2026.

For the first quarter of fiscal 2027, NVIDIA expects revenue of $78.0 billion, plus or minus 2%, and said it is not assuming any data center compute revenue from China in its outlook.

Shares closed the regular session up about 1.4%. In after hours trading, the stock surged more than 3% as investors reacted to the earnings beat and strong forward guidance.