University of Kwazulu-Natal

Nvidia Nvda Earnings Report Q3 2026 Cnbc

Bonisiwe Shabane
-
nvidia nvda earnings report q3 2026 cnbc

Nvidia reported fiscal third-quarter earnings and revenue that topped Wall Street expectations on Wednesday and provided stronger-than-expected sales guidance for the fourth quarter. Shares of the AI chipmaker rose more than 4% in extended trading. Here's how the company did, compared with estimates from analysts polled by LSEG: Nvidia said it expects about $65 billion in sales in the current quarter, versus $61.66 billion expected by analysts. The company said net income in the quarter rose 65% to $31.91 billion, or $1.30 per share, from $19.31 billion, or 78 cents per share, in the year-ago period. SANTA CLARA, Calif., Nov.

19, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a... For the quarter, GAAP and non-GAAP gross margins were 73.4% and 73.6%, respectively. For the quarter, GAAP and non-GAAP earnings per diluted share were both $1.30. “Blackwell sales are off the charts, and cloud GPUs are sold out,” said Jensen Huang, founder and CEO of NVIDIA. “Compute demand keeps accelerating and compounding across training and inference — each growing exponentially. We’ve entered the virtuous cycle of AI.

The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.” During the first nine months of fiscal 2026, NVIDIA returned $37.0 billion to shareholders in the form of shares repurchased and cash dividends. As of the end of the third quarter, the company had $62.2 billion remaining under its share repurchase authorization. Wednesday, November 19, 2025 at 5 p.m. ET

Need a quote from a Motley Fool analyst? Email [email protected] Nvidia (NVDA 0.36%) reported revenue of $57 billion with significant growth across all business segments, particularly in data center operations. Management highlighted visibility to a half a trillion dollars in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026. The GPU installed base was described as fully utilized and "the clouds are sold out," reinforcing exceptionally strong demand conditions. Networking revenue rose 162% year over year, and GB 300 shipments have overtaken prior Blackwell products, indicating rapid customer adoption of next-generation architectures.

Despite geopolitical constraints limiting shipments to China, the company expects gross margin stability in the mid-seventies for the coming year, even as input costs rise and inventory levels increase. Anticipated Q4 revenue of $65 billion, up 14% sequentially at the midpoint, reflects ongoing momentum in AI infrastructure buildout fueled by landmark deals and broad-based enterprise adoption. Toshiya Hari: Good afternoon, everyone, and welcome to NVIDIA Corporation's conference call for the 2026. With me today from NVIDIA Corporation are Jensen Huang, president and chief executive officer, and Colette Kress, executive vice president and chief financial officer. I'd like to remind you that our call is being webcast live on NVIDIA Corporation's 2026. The content of today's call is NVIDIA Corporation's property.

It cannot be reproduced or transcribed without our prior written consent. During this call, we may make forward-looking statements based on current expectations. These are subject to a number of significant risks and uncertainties, and our actual results may differ materially. For a discussion of factors that could affect our future financial results and business, please refer to the disclosure in today's earnings release, our most recent forms 10-K and 10-Q, and the reports that... All our statements are made as of today, 11/19/2025, based on information currently available to us. Except as required by law, we assume no obligation to update any such statements.

During this call, we will discuss non-GAAP financial measures. You can find a reconciliation of these non-GAAP financial measures to GAAP financial measures in our CFO commentary, which is posted on our website. With that, let me turn the call over to Colette. NVIDIA Corp. (NASDAQ:NVDA) released its third-quarter earnings report after Wednesday’s closing bell. This transcript is brought to you by Benzinga APIs.

For real-time access to our entire catalog, please visit Benzinga APIs for a consultation. Thanks Colette. There’s been a lot of talk about an AI bubble. From our vantage point we see something very different. As a reminder, Nvidia is unlike any other accelerator. We excel at every phase of AI from pre training and post training to inference and with our two decade investment in CUDA X acceleration libraries, we are also exceptional at science and engineering...

The world is undergoing three massive platform shifts at once. The first time since the dawn of Moore’s Law. Nvidia is uniquely addressing each of the three transformations. The first transition is from CPU general purpose computing to GPU accelerated computing. As Moore’s Law slows, the world has a massive investment in non AI software from data processing to science and engineering simulations representing Hundreds of billions of dollars in cloud computing spend each year. Many of these applications, which ran once exclusively on CPUs are now rapidly shifting to CUDA.

GPUs accelerated computing has reached a tipping point. Secondly, AI has also reached a tipping point and is transforming existing applications while enabling entirely new ones for existing applications. Generative AI is replacing classical machine learning in search ranking, recommender systems, ad targeting, click through prediction to content moderation. The very foundations of hyperscale infrastructure. Meta’s gem, a foundation model for ad recommendations trained on large scale GPU clusters and exemplifies this shift in Q2. Meta reported over a 5% increase in ad conversions on Instagram and 3% gain on Facebook feed driven by generative AI based Gem.

Transitioning to generative AI represents substantial revenue gains for hyperscalers.

People Also Search

Nvidia Reported Fiscal Third-quarter Earnings And Revenue That Topped Wall

Nvidia reported fiscal third-quarter earnings and revenue that topped Wall Street expectations on Wednesday and provided stronger-than-expected sales guidance for the fourth quarter. Shares of the AI chipmaker rose more than 4% in extended trading. Here's how the company did, compared with estimates from analysts polled by LSEG: Nvidia said it expects about $65 billion in sales in the current quar...

19, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) Today Reported

19, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a... For the quarter, GAAP and non-GAAP gross margins were 73.4% and 73.6%, respectively. For the quarter, GAAP and non-GAAP earnings per diluted share were both $1.30. “Blackwell sales are off the charts, ...

The AI Ecosystem Is Scaling Fast — With More New

The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.” During the first nine months of fiscal 2026, NVIDIA returned $37.0 billion to shareholders in the form of shares repurchased and cash dividends. As of the end of the third quarter, the company had $62.2 bi...

Need A Quote From A Motley Fool Analyst? Email [email

Need a quote from a Motley Fool analyst? Email [email protected] Nvidia (NVDA 0.36%) reported revenue of $57 billion with significant growth across all business segments, particularly in data center operations. Management highlighted visibility to a half a trillion dollars in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026. The GPU installed base was d...

Despite Geopolitical Constraints Limiting Shipments To China, The Company Expects

Despite geopolitical constraints limiting shipments to China, the company expects gross margin stability in the mid-seventies for the coming year, even as input costs rise and inventory levels increase. Anticipated Q4 revenue of $65 billion, up 14% sequentially at the midpoint, reflects ongoing momentum in AI infrastructure buildout fueled by landmark deals and broad-based enterprise adoption. Tos...