Ticker hub · NVIDIA Corporation (NASDAQ: NVDA) · Updated 15 NOVEMBER 2026
Nvidia in one paragraph: Nvidia is a data-centre business that also sells PC and edge chips. In its latest reported quarter, the three months to 26 July 2026 (Q2 of fiscal 2027), revenue was $96.2 billion, up 106% from a year earlier, and $89.0 billion of it, 92.5%, came from data centres. The GAAP gross margin was 75.0% and net income $59.7 billion. For the quarter it reports on Tuesday 17 November it guided revenue of $108.0 billion, plus or minus 2%, at a 74.0% gross margin. The stock closed at $162.85 on 13 November, 32% below its 6 October close; on 12 November the company said its chief executive had resigned.
Nvidia earnings: what to watch
- Revenue against the $108.0B guide. Nvidia has beaten its own revenue outlook in each of the last 8 quarters, by 2.5% to 7.9% (5.0% on average). The outlook assumes no data-centre compute revenue from China.
- Gross margin against 74.0%. The guide is a full point below the 75.0% reported in Q2 FY27, with operating expenses guided to about $9.2B (GAAP).
- Vera Rubin. The 10-Q says Rubin began production shipments this quarter and that Nvidia is “currently experiencing certain supply constraints”.
- Commitments and cash. Supply commitments rose from $119B to $279B in one quarter, receivables reached 60 days of sales, and the SB Energy guarantee is capped at $105B.
- Who is speaking. These are the first results since Jensen Huang resigned on 12 November; Colette Kress is interim CEO and still CFO.
Guide from Nvidia’s 26 August 2026 results release; date and time from its 12 November 8-K. We update this hub on results night.
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Following the story live: the newsroom’s Nvidia hub · all AI news
- 7 trackers built from Nvidia’s filings
- Every Nvidia story in our newsroom, by theme
- A short brief in your inbox when Nvidia reports on 17 Nov
Nvidia trackers, from the filings
Each chart is rebuilt from Nvidia’s SEC filings after every report. Fiscal years end in late January, so fiscal 2027 runs to January 2027.
The stock
Guide vs reported revenue
Revenue, data centre and margin by quarter
| Quarter | Revenue | Data centre | DC share | Gross margin |
|---|---|---|---|---|
| Q3 FY25Oct 2024 | $35.1B | $30.8B | 87.7% | 74.6% |
| Q4 FY25Jan 2025 | $39.3B | $35.6B | 90.5% | 73.0% |
| Q1 FY26Apr 2025 | $44.1B | $39.1B | 88.8% | 60.5% |
| Q2 FY26Jul 2025 | $46.7B | $41.1B | 87.9% | 72.4% |
| Q3 FY26Oct 2025 | $57.0B | $51.2B | 89.8% | 73.4% |
| Q4 FY26Jan 2026 | $68.1B | $62.3B | 91.5% | 75.0% |
| Q1 FY27Apr 2026 | $81.6B | $75.2B | 92.2% | 74.9% |
| Q2 FY27Jul 2026 | $96.2B | $89.0B | 92.5% | 75.0% |
| Q3 FY27guide | $108.0B ±2% | – | – | 74.0% ±0.5 |
GAAP figures from each quarter’s CFO commentary; data-centre share is our arithmetic. Quarters end in the month shown.
Who buys inside the data centre
Customer concentration
Buybacks and dividends
Commitments and guarantees
Every Nvidia story in our newsroom
Newest first, grouped by theme. 82 pieces since 12 November.
Earnings and the numbers
- 14 NovHow to Read Nvidia Earnings: Hyperscalers Are 51% of Revenue
- 14 NovNvidia’s 74.0% Margin Guide on $108B: First Cut Since 2025
- 14 NovNvidia Beat Its Own Revenue Guide 8 for 8, by 5% on Average
- 14 NovNvidia Earnings Nov. 17: $108B Guide, 89% Above a Year Ago
- 14 NovAnthropic’s IPO at 27x Sales: 2x Nvidia, Half of Palantir
- 14 NovNvidia Supplier Filings: $6B in Written Deals, 1 Named Buyer
- 14 NovHow Nvidia Locks Up Supply: Commitments Up 9.7x to $279B
- 14 NovNvidia Lost $1.84T From Its Peak; TSMC’s Sales Rose 59.7%
The stock and investors
- 15 NovKorean Retail Bought $80M of Nvidia in the CEO-Exit Week
- 14 NovFunds With $2.1B of Nvidia Ask Board Not to Rush a New CEO
- 13 NovApple Closes at Record $356.27, Now $1.25T Ahead of Nvidia
- 13 NovMusk Backs Huang Petition; Nvidia Investors Need 15% to Act
- 13 NovAI Labs Lined Up $102B as Nvidia Lost $493B in CEO Exit Week
- 13 NovRenaissance Cut Nvidia 99.7% in Q3; New $621M SpaceX Stake
- 13 NovNvidia CEO Exit: $500B AI Lending Plan Has Closed No Loans
- 13 NovCoreWeave, Nebius Lose $16B in 2 Days After Nvidia CEO Exit
CEO exit and the board
- 15 NovHuang Called AI Control Fears ‘Made Up’ Weeks Before Exit
- 14 NovNvidia CEO Petition Tops 100,000; 5,325 Say They Are Staff
- 14 NovNvidia’s $1B Nscale Note Due Nov 16 as the CEO Search Runs
- 14 NovNvidia Exit: 6 Committees Moved; Entity List Adds Still at 0
- 14 NovNvidia’s First CEO Search in 33 Years: How the Board Decides
- 13 NovNvidia Board: Candidate Talk Premature; Haas Price Off 43%
- 13 NovArm’s $60.6M CEO Haas Approached in Nvidia’s CEO Search
- 13 NovNvidia CEO Exit: 15 Chip Export Bills and the Rules in Force
China, chips and policy
- 15 NovRecords: Megaspeed Arranged ~$12B of Nvidia Orders for China
- 15 NovNvidia 39%, Custom Chips 46% of Frontier-Lab Compute Deals
- 14 NovNvidia RTX 5090 Falls 22% in Tokyo, Still 2x Its Low
- 14 NovMusk Says Nvidia Ran on Handshakes; Its 10-Q Lists $279B
- 14 NovThinking Machines: Nvidia FP4 Up to 6x Faster, Runs Gain 8%
- 14 NovViral Anthropic-Nvidia Claims: FEC Shows $8,000, Not $51,000
- 13 NovRent, Not Ban: Patel Puts Nvidia Profit at $7M a Megawatt
- 13 NovLobbyist Memo From Miller; Nvidia, OpenAI Spent $3.7M in Q3
Deep dives
Explainers on FourWeekMBA
The Business Engineer analysis
- Beyond NVIDIA's Moat 27 Jul 2026
- Beyond the NVIDIA Tax 5 Jun 2026
- Nvidia: The AI Map Maker 21 May 2026
- NVIDIA's Industrial AI Thesis 17 Mar 2026
- NVIDIA's Full-Stack AI Domination Strategy 3 Jan 2026
- Nvidia's $20B Christmas Coup 25 Dec 2025
All our Nvidia pages
Financials from the filings
Ownership and people
Strategy and rivals
Nvidia FAQ
When does Nvidia report earnings?
Nvidia reports its third quarter of fiscal 2027 on Tuesday 17 November 2026 at about 1:20 p.m. Pacific time, with the call at 2 p.m. PT. It confirmed the date in its 12 November 8-K.
What did Nvidia guide for the quarter?
Revenue of $108.0 billion, plus or minus 2%, GAAP and non-GAAP gross margins of 74.0%, plus or minus 0.5 points, and operating expenses of about $9.2 billion (GAAP) and $9.0 billion (non-GAAP). It assumes no data-centre compute revenue from China.
How much of Nvidia’s revenue comes from data centres?
92.5% in Q2 of fiscal 2027: $89.0 billion of $96.2 billion. The rest, $7.2 billion, is Edge Computing (PCs, workstations, cars and robots).
Who is Nvidia’s CEO now?
Colette Kress, CFO since September 2013, is interim CEO while the board searches for a permanent one. Jensen Huang resigned on 12 November 2026, and Harvey C. Jones was named the board’s first chair.
What is Nvidia’s market cap?
About $3.92 trillion at the 13 November close of $162.85, using the 24.1 billion shares on the cover of its latest 10-Q (our arithmetic). The market cap tracker updates it every trading day.
Who are Nvidia’s biggest customers?
The filings do not name them. One direct customer was 16% of revenue in Q2 of fiscal 2027, and hyperscale cloud companies bought $48.7 billion of the $89.0 billion of data-centre revenue.
Does Nvidia pay a dividend?
Yes: $0.25 a share each quarter since Q2 of fiscal 2027, up from $0.01. With buybacks it returned about $26.0 billion to shareholders that quarter.
Sources and method. Every figure comes from Nvidia’s SEC filings (10-Q for the quarter to 26 July 2026, the 26 August 2026 results release and CFO commentary, earlier CFO commentaries, and the 8-Ks of 2 September and 12 November 2026) or from Nasdaq.com closing prices to 13 November 2026. Shares, sums, multiples and percentages marked as ours are our arithmetic. Newsroom and Business Engineer items are linked, not reproduced. This page is not investment advice.