NVIDIA (NVDA) Q4 2026 Earnings Call Transcript
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 25, 2026
AI-Generated Deep Dive Summary
NVIDIA delivered stellar results in its Q4 2026 earnings call, with total revenue surging 73% year-over-year to $68 billion. The Data Center segment led the charge, reaching $62 billion—up 75% year-over-year and 22% sequentially, driven by strong demand for Blackwell and Blackwell Ultra systems. This growth underscores NVIDIA's dominance in the AI hardware market, with annual Data Center revenue now at $194 billion, a remarkable 68% increase from the previous fiscal year.
Networking revenue also stood out, hitting $11 billion for the quarter—a more than threefold year-over-year increase—and surpassing $31 billion annually, marking over ten times growth since the Mellanox acquisition in 2021. The Sovereign AI initiative contributed over $30 billion annually, with significant contributions from key markets like Canada, France, and the UK. However, NVIDIA faced challenges in China, as H200 product approvals did not translate into revenue, leaving future opportunities uncertain.
Gaming and Professional Visualization also saw strong performances. Gaming revenue rose 47% to $3.7 billion, while Professional Visualization reached $1.3 billion—its first-ever quarterly milestone, up 159% year-over-year. Automotive revenue grew 6%, reflecting increased demand for self-driving solutions. These figures highlight NVIDIA's broad product portfolio and its ability to capitalize on diverse market trends.
Free cash flow totaled $35 billion in the quarter, bringing the annual figure to $97 billion—a testament to NVIDIA's financial health
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Originally published on The Motley Fool on 2/25/2026