连续季度财报归档
Nvidia（NVDA）财报发布与电话会分析
按季度追踪数据中心、网络业务、毛利率、供应、库存与自由现金流。财报事实、电话会可用性与逐字稿状态分开呈现，缺失证据不会被当作已验证分析。
6个追踪季度
6项主要来源
Q1 FY2027最新期间
01
最新季度
最新的已验证财报与电话会状态Q1 FY2027 · 发布于 2026-05-20
NVIDIA (NVDA) Q1 FY2027 财报: NVIDIA 的核心仍是 AI 基础设施需求、Blackwell/Rubin 节奏与毛利率质量
财报已发布 电话会待发布 逐字稿待发布
收入$81.6B · +20%Revenue was $81.6B, up 20% from Q4 and 85% year over year.
毛利率74.9%GAAP and non-GAAP gross margins were 74.9% and 75.0%.
EPS$2.39GAAP and non-GAAP diluted EPS were $2.39 and $1.87.
指引$91.0BQ2 FY2027 revenue was expected to be about $91.0B, plus or minus 2%.
02
历史财报
每个财务季度只保留一张归档卡片Q4 FY2026 · 发布于 2026-02-25
NVIDIA (NVDA) Q4 FY2026 财报: NVIDIA 的核心仍是 AI 基础设施需求、Blackwell/Rubin 节奏与毛利率质量
财报已发布 电话会待发布 逐字稿待发布
收入$68.1B · +20%Quarterly revenue was $68.1B, up 20% from Q3 and 73% year over year.
Full year$215.9B · +65%Fiscal 2026 revenue was $215.9B, up 65% from a year earlier.
毛利率75.0%GAAP and non-GAAP gross margins were 75.0% and 75.2%.
指引$78.0BQ1 FY2027 revenue was expected to be about $78.0B, plus or minus 2%.
Q3 FY2026 · 发布于 2025-11-19
NVIDIA (NVDA) Q3 FY2026 财报: NVIDIA 的核心仍是 AI 基础设施需求、Blackwell/Rubin 节奏与毛利率质量
财报已发布 电话会待发布 逐字稿待发布
收入$57.0B · +22%Revenue was $57.0B, up 22% from Q2 and 62% year over year.
数据中心$51.2B · +25%Data Center revenue was $51.2B, up 25% from Q2 and 66% year over year.
毛利率73.4%GAAP and non-GAAP gross margins were 73.4% and 73.6%.
指引$65.0BThe company guided Q4 revenue around $65.0B.
Q2 FY2026 · 发布于 2025-08-27
NVIDIA (NVDA) Q2 FY2026 财报: NVIDIA 的核心仍是 AI 基础设施需求、Blackwell/Rubin 节奏与毛利率质量
财报已发布 电话会待发布 逐字稿待发布
收入$46.7B · +6%Revenue was $46.7B, up 6% from Q1 and 56% year over year.
数据中心$41.1B · +5%Data Center revenue was $41.1B, up 5% from Q1 and 56% year over year.
Blackwell17% · +17%Blackwell Data Center revenue grew 17% sequentially.
指引$54.0BQ3 revenue was expected to be about $54.0B, plus or minus 2%.
Q1 FY2026 · 发布于 2025-05-28
NVIDIA (NVDA) Q1 FY2026 财报: NVIDIA 的核心仍是 AI 基础设施需求、Blackwell/Rubin 节奏与毛利率质量
财报已发布 电话会待发布 逐字稿待发布
收入$44.1B · +12%Revenue was $44.1B, up 12% from Q4 and 69% year over year.
数据中心$39.1B · +10%Data Center revenue was $39.1B, up 10% from Q4 and 73% year over year.
毛利率N/AGross margin remained a key part of the premium valuation debate.
指引N/AManagement guided around continued AI infrastructure demand.
Q4 FY2025 · 发布于 2025-02-26
NVIDIA (NVDA) Q4 FY2025 财报: NVIDIA 的核心仍是 AI 基础设施需求、Blackwell/Rubin 节奏与毛利率质量
财报已发布 电话会待发布 逐字稿待发布
收入$39.3BNVIDIA reported fiscal Q4 2025 revenue of $39.3B.
数据中心N/AData Center remained the dominant growth engine.
BlackwellN/AManagement emphasized Blackwell demand and production ramp.
RiskN/AGross margin and supply constraints stayed central to the outlook.
03
季度趋势
仅比较口径可比且已披露的指标| 指标 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 |
|---|---|---|---|---|
| 收入 | $46.7B | $57.0B | $68.1B | $81.6B |
05
来源与方法
本归档的证据边界主要来源优先
已披露数据链接至公司财报、投资者关系材料或官方网络直播；第三方逐字稿会单独标注。
不补写逐字稿
若未存有已验证逐字稿或问答，归档只标注“仅官方直播”或“待发布”，不会重构管理层原话。
可比趋势规则
同一项已披露指标至少覆盖两个季度时，才会进入趋势表。