Fourth-quarter revenue increased to $68.1 billion from $39.3 billion in the prior-year period, benefitting from a 75% surge in Data Center revenues. The top-line exceeded Wall Street’s expectations.
Adjusted earnings, excluding one-off items, rose sharply to $1.62 per share in the fourth quarter from $0.89 per share a year earlier, beating estimates. On a reported basis, the company posted a net income of $42.9 billion or $1.76 per share for Q4, compared to $22.09 billion or $0.89 per share in the year-ago quarter.
Jensen Huang, CEO of NVIDIA, said, “Computing demand is growing exponentially — the agentic AI inflection point has arrived. Grace Blackwell with NVLink is the king of inference today — delivering an order-of-magnitude lower cost per token — and Vera Rubin will extend that leadership even further.”
Nvidia returned $41.1 billion to shareholders in the form of shares repurchased and cash dividends during FY26. As of the end of the fourth quarter, the company had $58.5 billion remaining under its share repurchase authorization.