NVIDIA Announces Financial Results for Second Quarter Fiscal 2027
u/Tech-100 ·
Reddit — r/stocks
· August 26, 2026 at 20:25
· ⬆ 219 pts
· 💬 109 comments
| View on Reddit ↗
AI Summary
Summary
Post is NVIDIA’s Q2 FY2027 earnings release: revenue $96.2B, up 106% YoY, with 75% gross margins and $2.22 non-GAAP EPS.
Author implicitly highlights AI “inflection point,” accelerating demand, and full production of Vera Rubin as evidence the AI compute buildout is still supercharging growth.
This is primary-source earnings data rather than independent DD; informative but promotional in tone.
Score219
Comments109
Upvote %96%
▶ Full Post Text
SANTA CLARA, Calif., Aug. 26, 2026 NVIDIA (NASDAQ: NVDA) today reported revenue for the second quarter ended July 26, 2026, of $96.2 billion, up 18% from the previous quarter and up 106% from a year ago. For the quarter, GAAP and non-GAAP gross margins were both 75.0%. GAAP and non-GAAP earnings per diluted share were $2.46 and $2.22, respectively.
“AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue,” said Jensen Huang, founder and CEO of NVIDIA. “And demand is accelerating. This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open-model ecosystem and physical AI coming online — with strong momentum across the U.S. and around the world. The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”
During the second quarter of fiscal 2027, NVIDIA returned approximately $26.0 billion to shareholders in the form of shares repurchased and cash dividends. As of the end of the second quarter, the company had approximately $99.0 billion remaining under its share repurchase authorization.
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027
Q2 revenue was $96.2B, up 18% QoQ and 106% YoY, with $64B operating income and $26B returned to shareholders. Jensen Huang says AI demand is accelerating, multiple frontier labs are scaling in parallel, and Vera Rubin is in full production — implying continued revenue strength. The underlying business is extremely strong, so any post-earnings weakness may be a watch-and-buy opportunity rather than a reason to sell. Despite blowout numbers, the stock dropped about 3% after earnings and is up only 9% YTD vs QQQ’s 16%, suggesting expectations are already high.