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FY2027 Q2 · 2026-07-26
Financial visuals and sources
Revenue, profit, cash measures and issuer outlook are presented separately. Subsequent events and unresolved scope differences are identified in the report.
Read full visuals, data and sources (Chinese) ↗Visual research edition · integrated September 13, 2026. Each source retains its reporting period and review date. Not investment advice.
Latest quarterly results
FY2027 Q2
Period ended
From revenue growth to cash conversion
Revenue growth needs to translate into cash. Separate operating profit from investment gains.
Revenue YoY +105.9%Revenue QoQ +17.9%Calculated from comparable revenue
Market-platform revenue is not added to segment revenue. Other net income enters at pretax profit. Chart labels are in Chinese; values below are in USD billions.
Income statement details
- Data center
- 89.023USD bn
- Edge computing
- 7.198USD bn
- Operating profit / loss
- 63.734USD bn
- Net profit
- 59.688USD bn
Quarterly report archive · 1
- FY2027 Q2 ↗ · Currently covered
Deep Research2
Access shown per item- 2026.06.29📄 Public memo
NVIDIA: $4.7T Market Cap, 22x PE, 85% Growth – The AI Core Holding
Buy-side institutional-grade deep-dive memo: World's largest market cap, forward PE just 22x – a comprehensive breakdown of growth, valuation, scenarios, and risks. Members only.
Read memo→ - 2026.06.29📊 Public notes · member file
NVDA Financial Model: Assumptions, Forecasts & DCF
Downloadable financial model for NVIDIA (NVDA): core assumptions, financial forecasts, DCF/scenario-based price targets — a quantitative modeling worksheet for subscribers to download and build their own.
Open model→
Coverage Timeline6
Following since 2024.10- 20262026.06.296 min
Nvidia at 22x: The Cheapest Megacap or a Cycle Peak in Disguise?
Revenue still +85%, gross margin 75%, quarterly FCF $48.6B — but it remains a cyclical stock
- 2026.04.077 min
How Long Can Nvidia's Moat Hold?
Breaking Nvidia's moat into four layers—CUDA software ecosystem, full-stack systems, iteration cadence, and customer lock-in—then examining four real threats: custom chips, AMD's catch-up, inference shift, and customer concentration. The conclusion isn't whether it gets disrupted, but how long its monopoly profits can last.
- 2026.03.174 min
GTC 2026: Nvidia Is the AI Infrastructure General Contractor and the Future Token Factory
1. The trillion-dollar order pipeline: Huang's biggest bombshell—pushing data center revenue visibility to a staggering $1 trillion—completely reshapes market expectations.
- 20252025.10.296 min
Nvidia's GTC Lays Out a Grand Vision for AI's Future
This GTC keynote is a must-watch. Jensen Huang's message: Nvidia has the ambition and capability to become the absolute center of future AI development. AI infrastructure is not a bubble because demand isn't—it's driven by real enterprise cost savings and profit improvements.
- 20242024.10.065 min
Tech Stocks & AI: The Biggest Risks and How to Play Them
This article draws on two Goldman Sachs research reports on tech stocks and AI investing. For accuracy and compatibility, cited content is paraphrased. The original reports can be accessed at the bottom. An English version will also be published on Seeking Alpha.
- 20232023.08.289 min
What Makes a Great Company? Nvidia's 100x Decade and the AI Revolution
AI is a product of social development and technological innovation, a key driver of the new tech revolution and industrial transformation, profoundly impacting the global economy, society, and daily life.
