NVIDIA Corp Earnings
NVIDIA Corp, the prominent name in AI and accelerated computing, has reported yet another explosive quarter. For the third quarter ending October 26, 2025, NVIDIA reached a record-breaking revenue of $57.0 billion. This marks a remarkable 22% increase over the previous quarter and an astonishing 62% rise compared to the same period last year. These impressive results reaffirm NVIDIA's dominant position in the tech industry, primarily driven by its advancements and leadership in artificial intelligence.
NVIDIA Corp Results
The financial results for NVIDIA's third quarter of fiscal 2026 depict a robust growth trajectory. The company reported strong earnings per share along with record revenues, underscoring its successful execution of strategic initiatives and partnerships.
| Financial Performance Metric | Q3 Fiscal 2026 | Q2 Fiscal 2026 | Q3 Fiscal 2025 | Year-over-Year Change | Quarter-over-Quarter Change |
|---|---|---|---|---|---|
| Total Revenue | $57.0 billion | $46.7 billion | $35.1 billion | +62% | +22% |
| GAAP EPS | $1.30 | $1.07 | $0.80 | +62% | +22% |
| Non-GAAP EPS | $1.30 | $1.07 | $0.80 | +62% | +22% |
The company's gross margins for the third quarter were equally remarkable, with GAAP and non-GAAP figures standing at 73.4% and 73.6%, respectively.
Revenue Breakdown
Indicating significant growth and expansion, NVIDIA's revenue breakdown across its key segments showcases the company's diverse strategic investments across AI, gaming, and more.
| Revenue Segment | Q3 Fiscal 2026 Revenue | Q2 Fiscal 2026 Revenue | Q3 Fiscal 2025 Revenue | Year-over-Year Change | Quarter-over-Quarter Change |
|---|---|---|---|---|---|
| Data Center | $51.2 billion | $40.9 billion | $30.8 billion | +66% | +25% |
| Gaming | $4.3 billion | $4.35 billion | $3.3 billion | +30% | -1% |
| Professional Visualization | $760 million | $603 million | $487 million | +56% | +26% |
| Automotive | $592 million | $587 million | $448 million | +32% | +1% |
In-Depth Segment Analysis
Data Center : NVIDIA's Data Center segment experienced a phenomenal year-over-year growth of 66%, fueled by its strategic partnerships and advancements in AI infrastructure and GPUs. The segment's robust performance is primarily attributed to high demand for cloud GPUs, further strengthened by partnerships with tech giants like Google, Microsoft, and Oracle.
Gaming : Despite a slight decline from the previous quarter, the Gaming segment grew by 30% year-over-year, supported by launches of several gaming titles such as Borderlands 4 and Battlefield 6, along with new GPU architecture updates.
Professional Visualization and Automotive : These sectors have also shown strong gains, bolstered by NVIDIA's significant strides in generating compact AI supercomputers and scalable autonomous driving solutions, like the NVIDIA DRIVE AGX Hyperion™ 10.
Key Developments
The third quarter was marked by several groundbreaking advancements and strategic alliances: - NVIDIA achieved significant milestones with its Blackwell product line, setting new benchmarks in AI processing efficiency. - The company announced a strategic partnership with OpenAI to deploy extensive NVIDIA systems for next-generation AI infrastructure. - Several collaborations, including the one with Intel, aim for groundbreaking developments in custom data center and PC products. - Noteworthy is NVIDIA's initiative with the U.S. Department of Energy to develop Solstice, the largest AI supercomputer featuring cutting-edge Blackwell GPUs. - The unveiling of innovative technologies like NVQLink™, boosting NVIDIA's position as a leader in quantum computing coupling.
Comments from Company Officers
Reflecting on the quarter, Jensen Huang, NVIDIA's founder and CEO, remarked on the exponential growth in AI demand: "We're witnessing a virtuous cycle where compute demand is accelerating across training and inference realms, each amplifying the other. The AI ecosystem is multiplying with more model makers, startups, and industries across the globe adopting AI technologies."
Dividends and Share Repurchases
NVIDIA has continued its commitment to shareholder returns, disbursing $37.0 billion to shareholders through share repurchases and dividends over the initial nine months of fiscal 2026. Additionally, the corporation's board has authorized an extensive $62.2 billion share repurchase program. NVIDIA plans to distribute its next quarterly cash dividend of $0.01 per share on December 26, 2025.
NVIDIA Corp Stock Forecast
When analyzing NVIDIA's stellar performance and strategic industry positioning, the company's outlook appears promising. The stock is presently experiencing bullish momentum, supported by record revenues and strategic alliances in AI infrastructure and computing. Analysts project NVIDIA's stock price to continue its upward climb, estimating high projections to reach around $3,500 while maintaining a conservative low estimate of approximately $2,600 over the upcoming fiscal year.
In summary, NVIDIA's third-quarter results highlight the company's pioneering spirit in AI and accelerated computing, marked by record revenues and strategic growth across its key segments. The company's proactive partnerships and innovative developments forecast a promising future as AI technology continues to integrate further into diverse industries globally.
