NVIDIA Reports Record Revenue in Fourth Quarter
NVIDIA (NASDAQ: NVDA) has announced a record revenue of $68.1 billion for the fourth quarter ended January 25, 2026, marking a 20% increase from the previous quarter and a remarkable 73% rise compared to the same period last year. For the entire fiscal year 2026, the company reported revenues of $215.9 billion, up 65% year-over-year.
Significance of the Earnings Report
The earnings report highlights a substantial growth in NVIDIA’s core data center business, which saw a 75% increase in revenue, contributing over 91% of total sales. The company reported GAAP earnings per diluted share of $1.76 and non-GAAP earnings of $1.62, exceeding analyst expectations. Jensen Huang, NVIDIA’s CEO, emphasized the exponential growth in computing demand, particularly in AI, stating that “the agentic AI inflection point has arrived.”
Future Outlook
NVIDIA’s guidance for the upcoming fiscal first quarter indicates expected revenue of $78 billion, surpassing analyst predictions of $72.6 billion. The company also plans to distribute a quarterly cash dividend of $0.01 per share on April 1, 2026. As of the end of the fourth quarter, NVIDIA had $58.5 billion remaining under its share repurchase authorization, reflecting its commitment to returning value to shareholders.