NVDA
NVIDIA Corporation
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for NVIDIA Corporation.
Coverage
In February We Warned That Beating Wouldn't Be Enough. Nvidia Beat, Then Grew Another 20%.
Nvidia beat the consensus our February preview named by 3.9% on revenue and 15.8% on EPS, then grew 20% again the quarter after. Half that call we can grade.
The AI Capex Bet, Six Months In: What the Mag 7 Actually Spent (and What the Market Learned)
Our February call was a $700B AI capex arms race. Six months and a full Q2 earnings season later, actual guidance has blown past that number, free cash flow is cratering at multiple hyperscalers, and the market has started rewarding capex very differently depending on who's spending it. Here's what changed.
Nvidia Reports Next Week. Wall Street Has Never Been This Confident.
Nvidia's Q4 FY2026 earnings drop February 25. Analysts expect $65.6B in revenue and $1.52 EPS — but the stock is flat in 2026. Here's what the numbers say and what could go wrong.
The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race
The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.
Jensen Huang: Demand explosion easing GPU depreciation fears
Old GPUs increasing in price; hyperscaler capex acceleration benefits NVDA and neoclouds.
NVDA CEO on compute demand
OpenAI/Anthropic revenue could 4x with more compute; massive constraint driving spend.
Earnings release dates
| Quarter | End date | Publication date | Release |
|---|---|---|---|
| 2027 Q2 | 2026-07-26 | 2026-08-26 | Details → |
| 2027 Q1 | 2026-04-26 | 2026-05-20 | Details → |
| 2026 Q4 | 2026-01-25 | 2026-02-25 | Details → |
| 2026 Q3 | 2025-10-26 | 2025-11-19 | Details → |
| 2026 Q2 | 2025-07-27 | 2025-08-27 | Details → |
| 2026 Q1 | 2025-04-27 | 2025-05-28 | Details → |
| 2025 Q4 | 2025-01-26 | 2025-02-26 | Details → |
| 2025 Q3 | 2024-10-27 | 2024-11-20 | Details → |
| 2025 Q2 | 2024-07-28 | 2024-08-28 | Details → |
| 2025 Q1 | 2024-04-28 | 2024-05-22 | Details → |
| 2024 Q4 | 2024-01-28 | 2024-02-21 | Details → |
| 2024 Q3 | 2023-10-29 | 2023-11-21 | Details → |
| 2024 Q2 | 2023-07-30 | 2023-08-23 | Details → |
| 2024 Q1 | 2023-04-30 | 2023-05-24 | Details → |
| 2023 Q4 | 2023-01-29 | 2023-02-22 | Details → |
| 2023 Q3 | 2022-10-30 | 2022-11-16 | Details → |
| 2023 Q2 | 2022-07-31 | 2022-08-24 | Details → |
| 2023 Q1 | 2022-05-01 | 2022-05-25 | Details → |
| 2022 Q4 | 2022-01-30 | 2022-02-16 | Details → |
| 2022 Q3 | 2021-10-31 | 2021-11-17 | Details → |
| 2022 Q2 | 2021-08-01 | 2021-08-18 | Details → |
| 2022 Q1 | 2021-05-02 | 2021-05-26 | Details → |
| 2021 Q4 | 2021-01-31 | 2021-02-24 | Details → |
| 2021 Q3 | 2020-10-25 | 2020-11-18 | Details → |
| 2021 Q2 | 2020-07-26 | 2020-08-19 | Details → |
| 2021 Q1 | 2020-04-26 | 2020-05-21 | Details → |
Company History
Founded on April 5, 1993, in Sunnyvale, California, by Jensen Huang, Chris Malachowsky, and Curtis Priem, starting with $40,000 and $20 million in venture capital.
Released RIVA 128 graphics accelerator, selling about a million units within four months after layoffs reduced staff from 100 to 40, saving the company.
Went public on January 22, 1999, with shares surging 64%; released GeForce 256 (first GPU) in late 1999.
Invested over a billion dollars to develop CUDA, a software platform enabling GPUs for parallel computing in AI.
Released RTX 2080 GPUs, introducing ray tracing for realistic graphics.
Became the seventh U.S. company to reach $1 trillion market valuation, driven by AI datacenter hardware demand.
Closed above $2 trillion on March 1, 2024, and became the world
Reached $5 trillion on October 29, 2025, as the first company ever to do so, amid soaring AI demand.
Key Players
showing 6 of 18 · see all leadership & board
