NVIDIA CORP — Form 8-K
Filed August 26, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 12/100
What the filing says
NVIDIA reported Q2 FY27 revenue of $96.2 billion (up 106% YoY, 18% QoQ), with Data Center revenue of $89.0 billion (up 117% YoY). GAAP net income was $59.7 billion; non-GAAP was $54.0 billion. Gross margin held at 75.0%. The company returned $26.0 billion to shareholders via buybacks and dividends in Q2. Q3 guidance: $108.0 billion revenue (±2%), gross margin 74.0% (±50bps). New commitments include $279 billion in supply/capacity procurement (up from $119B last quarter, driven by memory), plus contingent guarantees up to $108.5 billion for AI cloud data center buildouts (including $105B for OpenAI at PORTS-Pike Ohio campus). Operating cash flow was $24.1 billion; free cash flow $21.3 billion.
Why this rating
Massive absolute numbers ($96B revenue, $59.7B net income) but guidance ($108B Q3) shows modest sequential growth (~12%) within normal range. No material operational disruption, customer concentration risk unchanged. Event is quarterly earnings—routine disclosure for $4T company.
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