NVIDIA · 2026-02-25
NVIDIA (NVDA) Q4 FY2026财报发布：NVIDIA 的核心仍是 AI 基础设施需求、Blackwell/Rubin 节奏与毛利率质量
Quarterly revenue was $68.1B, up 20% from Q3 and 73% year over year.; Fiscal 2026 revenue was $215.9B, up 65% from a year earlier.; GAAP and non-GAAP gross margins were 75.0% and 75.2%.; Q1 FY2027 revenue was expected to be about $78.0B, plus or minus 2%.
Quarterly revenue was $68.1B, up 20% from Q3 and 73% year over year.
Fiscal 2026 revenue was $215.9B, up 65% from a year earlier.
GAAP and non-GAAP gross margins were 75.0% and 75.2%.
Q1 FY2027 revenue was expected to be about $78.0B, plus or minus 2%.
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Quarterly revenue was $68.1B, up 20% from Q3 and 73% year over year.
SnowballHare 解读：这份财报要看 AI 基础设施需求是否继续推高收入曲线，同时毛利率和供应限制能否支撑估值。
Fiscal 2026 revenue was $215.9B, up 65% from a year earlier.
SnowballHare 解读：这份财报要看 AI 基础设施需求是否继续推高收入曲线，同时毛利率和供应限制能否支撑估值。
GAAP and non-GAAP gross margins were 75.0% and 75.2%.
SnowballHare 解读：这份财报要看 AI 基础设施需求是否继续推高收入曲线，同时毛利率和供应限制能否支撑估值。
Q1 FY2027 revenue was expected to be about $78.0B, plus or minus 2%.
SnowballHare 解读：这份财报要看 AI 基础设施需求是否继续推高收入曲线，同时毛利率和供应限制能否支撑估值。
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