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Nvidia Corporation 10-Q Filings

NVDA NASDAQ

Every 10-Q that Nvidia Corporation (NVDA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow NVDA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NVDA filings page.

Rhea-AI Summary

NVIDIA Corporation (NVDA) reported very strong results for the quarter ended July 26, 2026, with revenue of $96.2 billion, up 106% year over year, and net income of $59.7 billion, up 126%. Diluted EPS was $2.46 versus $1.08 a year earlier.

Data Center revenue reached $89.0 billion, up 117% year over year, driven by Blackwell Ultra infrastructure, while Edge Computing revenue grew 27% to $7.2 billion. Gross margin was 75.0%, benefiting from product mix and lapping a prior-year H20 inventory charge. Operating cash flow for the first half was $74.4 billion.

NVIDIA is scaling aggressively around AI, increasing supply and capacity commitments to $279 billion and total future commitments across supply, cloud, data centers, equity investments and capex to $366 billion, plus separate AI cloud-related commitments of $36 billion. The company also entered SB Energy Corp. guarantees capped at $105 billion for an OpenAI-related AI campus and issued $25.0 billion of new senior notes, bringing net debt to $33.4 billion while ending the quarter with $56.6 billion in cash, cash equivalents, and marketable debt securities and $42.8 billion of marketable equity securities.

Rhea-AI Summary

NVIDIA delivered exceptional quarterly growth, driven by AI data center demand. Revenue reached $81.6 billion, up 85% from a year ago, with Data Center revenue of $75.2 billion, up 92%. Edge Computing contributed $6.4 billion, up 29%.

Net income jumped to $58.3 billion and diluted EPS to $2.39, both up over 200%, helped by high gross margin of 74.9% and large investment gains. Operating cash flow was $50.3 billion. NVIDIA repurchased $20.2 billion of stock and later added $80 billion of new buyback authorization, while raising its quarterly dividend from $0.01 to $0.25 per share.

Rhea-AI Summary

NVIDIA (NVDA) reported a powerful third quarter of fiscal 2026, driven by AI data center demand. Revenue reached $57.0 billion, up 62% from a year ago, while net income rose 65% to $31.9 billion, or $1.30 per diluted share versus $0.78 last year. Gross margin was a high 73.4%.

Data Center revenue was $51.2 billion, up 66% year over year, with $43.0 billion from compute and $8.2 billion from networking, reflecting rapid adoption of Blackwell-based platforms and NVLink fabrics. Gaming, Professional Visualization and Automotive also delivered strong double‑digit growth.

For the first nine months, revenue was $147.8 billion and operating cash flow was $66.5 billion, supporting $36.7 billion of share repurchases and $732 million of dividends. NVIDIA also carries large long‑term commitments for manufacturing, cloud services and strategic investments, while navigating evolving U.S. export controls and customer concentration in its Data Center business.

Rhea-AI Summary

NVIDIA reported strong Data Center momentum offset by significant inventory charges and margin pressure. Data Center compute revenue grew 62% year-on-year and Data Center networking grew 79% for the first half of fiscal 2026, driven by demand for Blackwell platforms and Blackwell Ultra production shipments.

The company recognized a $4.5 billion charge in Q1 2026 tied to H20 excess inventory and purchase obligations; provisions for inventory and excess purchase obligations were $1.0 billion in Q2 and $6.3 billion for the first half. Gross margin fell to 72.4% in Q2 2026 from 75.1% a year earlier and to 66.6% for the first half from 76.6% last year. Income tax expense was $4.8 billion in Q2 2026 and $7.9 billion for the first half.

Capital return remained substantial: repurchased 63 million shares for $9.7 billion in Q2 and 193 million shares for $24.2 billion in the first half; Board approved an additional $60.0 billion repurchase authorization (total available $71.2 billion as of Aug 26, 2025). Share count was 24.3 billion outstanding as of Aug 22, 2025.