What Happened
NVIDIA (NASDAQ: NVDA) reported record revenue for the fourth quarter ended January 25, 2026, totaling $68.1 billion. This figure represents a 20% increase from the previous quarter and a remarkable 73% rise compared to the same period last year. For the entire fiscal year 2026, NVIDIA’s revenue reached $215.9 billion, marking a 65% increase year-over-year.
Why It Matters
The company’s gross margins for the fourth quarter were reported at 75.0% (GAAP) and 75.2% (non-GAAP). For fiscal 2026, these margins were 71.1% (GAAP) and 71.3% (non-GAAP). NVIDIA’s earnings per diluted share for the quarter were $1.76 (GAAP) and $1.62 (non-GAAP), while for the fiscal year, these figures stood at $4.90 (GAAP) and $4.77 (non-GAAP). CEO Jensen Huang emphasized the exponential growth in computing demand, attributing it to the rise of AI technologies and the increasing enterprise adoption of AI compute solutions.
What’s Next
NVIDIA plans to distribute its next quarterly cash dividend of $0.01 per share on April 1, 2026, to shareholders recorded by March 11, 2026. The company has also returned $41.1 billion to shareholders through share repurchases and cash dividends during fiscal 2026, with $58.5 billion remaining under its share repurchase authorization. As NVIDIA continues to lead in AI technology, its influence on global financial markets is expected to grow, particularly as it remains a key player in the ongoing AI industrial revolution.
