When Does Nvidia Report Earnings — 2026 Market Analysis

Earnings Release Schedule

Nvidia Corporation typically releases its financial results on a quarterly basis, following a fiscal calendar that differs slightly from the standard calendar year. For the most recent period, Nvidia reported its fourth-quarter and full-year fiscal 2026 earnings on Wednesday, February 25, 2026. This report covered the company's performance through the end of January 2026.

Investors looking for future dates should monitor the company’s investor relations website. Generally, Nvidia schedules its earnings calls in the middle to late weeks of May, August, November, and February. These announcements are usually made after the market closes, followed by a live webcast where CEO Jensen Huang and other executives discuss the results with analysts.

Recent Financial Performance

The fiscal 2026 fourth-quarter results were historic for the semiconductor giant. Nvidia reported record quarterly revenue of $68.1 billion, which represented a 73% increase compared to the same period a year ago. This figure surpassed the company’s own guidance by approximately $3 billion, signaling that the demand for artificial intelligence infrastructure remains robust.

Revenue and Net Income

For the full fiscal year 2026, Nvidia's total revenue rose 65% to reach $215.94 billion. The company's net income for the fourth quarter alone was $43 billion, a significant jump from the $22.1 billion reported in the previous year's fourth quarter. Operating income for the full year reached $130.4 billion, reflecting high efficiency and strong pricing power in the data center market.

Segment Growth Drivers

The Data Center segment remains the primary engine of growth, contributing $62.3 billion in revenue for the fourth quarter. This was up 75% year-over-year. Other segments also showed strength; the professional visualization business reported $1.32 billion in revenue, which was 159% higher than the previous year and well ahead of analyst expectations of $755.4 million. The automotive sector also saw steady adoption, with revenue reaching $604 million.

Key Technology Milestones

Nvidia’s earnings reports are often used as a barometer for the health of the broader AI industry. The recent report highlighted several technological shifts that are expected to define the company's trajectory through the remainder of 2026 and into 2027.

Vera Rubin Architecture

Much of the current investor excitement centers on the upcoming "Vera Rubin" rack-scale systems. As the successor to the Grace Blackwell architecture, Vera Rubin is expected to deliver ten times more performance per watt. This leap in energy efficiency is critical as global data centers face increasing power constraints and environmental scrutiny. The first shipments of Vera Rubin systems are expected later this year.

Networking and Ethernet

Beyond GPUs, Nvidia is seeing massive adoption of its networking technologies. Sales were up 263% year-over-year in this category, driven by NVLink technology and Spectrum-X Ethernet switches. Major tech giants like Meta have recently signed new deals to integrate these networking solutions into their massive AI data centers to reduce latency and improve training speeds for large language models.

Strategic Partnerships

Nvidia continues to solidify its ecosystem through high-profile collaborations. During the February 2026 earnings call, CEO Jensen Huang confirmed that the company is nearing a finalized partnership agreement with OpenAI. While a $100 billion deal was initially discussed in late 2025, the final details are currently being refined to ensure long-term infrastructure stability for the creator of ChatGPT.

Additionally, Nvidia announced a multiyear, multigenerational strategic partnership with Meta. This deal spans on-premises and cloud AI infrastructure, involving the deployment of millions of Blackwell and Rubin GPUs. Such partnerships ensure a steady pipeline of demand for Nvidia’s high-end silicon for several years.

Market Context and Risks

Despite the record-breaking numbers, Nvidia operates in a complex global environment. The company has noted increased competition from domestic chip manufacturers in China, which could potentially disrupt the global AI industry structure over the long term. Furthermore, market analysts remain vigilant regarding "AI bubble" fears, though Nvidia’s consistent revenue growth has so far quelled many of these concerns.

Investment Comparison

Metric	Q4 Fiscal 2025	Q4 Fiscal 2026	Year-over-Year Change
Quarterly Revenue	$39.4 Billion	$68.1 Billion	+73%
Net Income	$22.1 Billion	$43.0 Billion	+94.5%
Data Center Revenue	$35.6 Billion	$62.3 Billion	+75%
Gross Margin	76.0%	77.2%	+1.2%

Trading Nvidia Assets

For investors and traders looking to gain exposure to the volatility surrounding earnings reports, various financial platforms offer different tools. While traditional stock exchanges handle equity trading, the digital asset market often reacts to Nvidia's performance due to the close link between AI and blockchain technology. You can find options for various digital assets on platforms like WEEX. For those interested in the underlying technology trends, checking the WEEX registration link provides access to a secure trading environment. If you are specifically looking at how market sentiment affects major tokens, you might explore WEEX spot trading for direct asset purchases or WEEX futures trading to hedge against potential market swings following major earnings announcements.

Future Outlook

Looking ahead, Nvidia has provided optimistic guidance for the first quarter of fiscal 2027. The company expects the transition to the Vera Rubin platform to maintain its competitive edge. Analysts will be watching for updates on gross margins, which saw a slight bump in the most recent quarter due to an investment in Intel stock and improved manufacturing yields. As long as hyperscalers like Microsoft, Amazon, and Alphabet continue their frenzied AI race, Nvidia’s position as the primary "arms dealer" of the AI era appears secure.