Nvidia's fourth quarter revenue of $68.1B beats estimates, driven by 75% Data Center growth.

NVIDIA reported fourth-quarter fiscal 2026 revenue of $68.1 billion, a 73% increase year-over-year, with GAAP EPS of $1.76. For the full fiscal year, revenue grew 65% to $215.9 billion. The company guided for first-quarter 2027 revenue of approximately $78.0 billion, well ahead of the reported quarter.

Key Highlights

• Data Center revenue reached a record $62.3 billion, an increase of 75% from the prior year and 22% sequentially, exceeding the $59.9 billion analyst estimate.
• Gaming revenue grew 47% year-over-year to $3.7 billion, though it declined 13% sequentially following a strong holiday season.
• Professional Visualization was another strong point, with revenue up 159% year-over-year to $1.3 billion, attributed to demand for the Blackwell architecture.