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[Nvidia financial report quick overview: Q2 revenue is US$96.2 billion, adjusted EPS is US$2.22, gross profit margin is 75%; Huang Renxun said that Vera Rubin has been fully put into production] 1. Nvidia’s Q2 results for fiscal year 2027: revenue of US$96.2 billion, a year-on-year increase of 106%; adjusted EPS of US$2.22, a year-on-year increase of 120%. Data center revenue reached US$89 billion, an increase of 117% over the same period last year, and the market forecast was US$85.86 billion. Both GAAP and non-GAAP gross profit margins for the quarter were 75.0%. Data center revenue was $89 billion, an increase of 18% from the previous quarter and an increase of 117% from the same period last year. Edge computing revenue was $7.2 billion, up 13% from the previous quarter and 27% from the same period last year 2. Performance Outlook: NVIDIA expects Q3 revenue to be US$108 billion, ±2%, with market estimates of US$105.15 billion; GAAP and non-GAAP gross profit margins are expected to be 74.0%, ±50 basis points; GAAP and non-GAAP operating expenses are expected to be approximately US$9.2 billion and US$9 billion, respectively. The market estimate was US$8.97 billion. NVIDIA expects full-year fiscal 2027 GAAP and non-GAAP tax rates to be in the range of 16.0% to 18.0%, excluding any special items and significant changes in NVIDIA's tax environment. 3. Dividends and buybacks: The next quarterly cash dividend of US$0.25 per share will be distributed on October 1, 2026 to all shareholders of record on September 10, 2026. In the second quarter of fiscal 2027, Nvidia returned approximately $26 billion to shareholders in the form of stock repurchases and cash dividends. As of the end of the second quarter, the company had approximately $99 billion remaining in its stock repurchase authorization. 4. Capital injection commitments: expanded to US$279 billion from US$119 billion in the previous quarter. 5. Jensen Huang, founder and CEO of Nvidia, said: “Artificial intelligence has reached a turning point. It is making a real difference. Its tokens are efficient and profitable. Today, computing is income, and demand is accelerating. This time last year, there was only one laboratory driving infrastructure; today, we are in artificial intelligence laboratories and start-ups. In this golden age of development, multiple cutting-edge laboratories are expanding in parallel, the open model ecosystem is thriving, and physical artificial intelligence is also coming online - showing strong development momentum in the United States and around the world. VeraRubin is now in full production and is being built to meet the needs of this era."
美股动态 🕐 2026-08-27 05:02

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