<p><strong>Nvidia Corporation</strong> (NASDAQ:NVDA) reported highly anticipated fourth-quarter financial results on Wednesday after market close.</p>



<p>With expectations high for the company coming into the print, here are the key highlights and a look at what's next for the company.</p>



<h2>Nvidia Q4 Earnings</h2>



<p>Nvidia reported fourth-quarter revenue of $68.13 billion, up 73% from last year's fourth quarter. The record revenue total beat a Street consensus estimate of $66.0 billion, according to data from Benzinga Pro.</p>



<p>The company reported quarterly earnings per share of $1.62, beating a Street consensus estimate of $1.53.</p>



<p>Here is a look at the revenue performance by operating business segment.</p>



<figure class="wp-block-table"><table><tbody><tr><td>Segment</td><td>Revenue </td><td>Year-over-Year Change</td><td>Quarter-over-Quarter Change</td></tr><tr><td>Data Center</td><td>$62.3 billion </td><td>+75% </td><td>+22% </td></tr><tr><td>Gaming &amp; AI PC </td><td>$3.7 billion </td><td>+47% </td><td>-13% </td></tr><tr><td>Professional Visualization </td><td>$1.3 billion</td><td>+159% </td><td>+74% </td></tr><tr><td>Automotive </td><td>$604 million </td><td>+6% </td><td>+2% </td></tr></tbody></table></figure>



<p>Data center revenue was a quarterly record.</p>



<p>Nvidia reported full-year revenue of $215.9 billion, up 65% year-over-year and also a company record.</p>



<p>&#34;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,&#34; Nvidia CEO <strong>Jensen Huang</strong> said.</p>



<p>Huang said, &#34;enterprise adoption of agents is skyrocketing.&#34;</p>



<p>&#34;Our customers are racing to invest in AI compute – the factories powering the AI industrial revolution and their future growth.&#34;</p>



<p>The company had $58.5 billion remaining on its existing share repurchase plan at the end of the quarter.</p>



<p>Benzinga readers of the morning “Ring the Bell” newsletter correctly predicted Nvidia beating fourth-quarter estimates. In the poll, 84.3% of readers said Nvidia would beat Q4 estimates, while 15.7% said the company would not.</p>



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<h2>What's Next for Nvidia?</h2>



<p>Guidance from the company calls for first-quarter revenue to be in a range of $76.44 billion to $79.56 billion, versus a Street estimate of $71.96 billion.</p>



<p>The company expects the non-GAAP gross margin to be 75.0%, plus or minus 50 basis points.</p>



<p>Nvidia's guidance does not include any data center compute revenue from China in the first quarter.</p>



<p>The company said it has secured inventory and capacity to meet demand for the next several quarters, with supply constraints a potential headwind for the gaming sector in the first quarter and beyond.</p>



<p>The market will now digest Nvidia's earnings results and guidance and there could be volatility for the stock, semiconductor companies, the technology sector and the overall global markets.</p>



<p>On Wednesday’s episode of “PreMarket Playbook,” a Benzinga daily YouTube show, viewers predicted the answer to what happens to Nvidia stock after Q4 earnings.</p>



<p><strong>“Nvidia Earnings Tonight – What Happens Next?” Benzinga asked.</strong></p>



<p>The results were:</p>



<ul>
<li>Beat, but already priced in: 53%</li>



<li>Massive beat – New highs incoming: 30%</li>



<li>In-Line, market shrugs: 11%</li>



<li>Miss – AI trade pullback</li>
</ul>



<p>A slim majority of the show's viewers predict an earnings beat, but that the stock won’t have a huge reaction. Thirty percent of viewers predict strong earnings from Nvidia and shares rallying to new highs.</p>



<h2><strong>Nvidia Stock Price Action</strong></h2>



<p>Nvidia stock is up 2.9% to $201.36 in after-hours trading Wednesday versus a 52-week trading range of $86.62 to $212.19. Nvidia stock is up 3.6% year-to-date in 2026.</p>



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<p><em>Image created using photos from Shutterstock.</em></p>

Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. 

According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.

<p>Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. <br><br>According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.</p>

NVIDIA Financial Results for Q4 Fiscal 2026

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<p>Nvidia reported record Q4 revenue of $68.13 billion, a 73% increase year-over-year, surpassing estimates. Earnings per share were $1.62, beating the consensus of $1.53. Data center revenue reached $62.3 billion, up 75%. The company anticipates Q1 revenue between $76.44 billion and $79.56 billion, exceeding Street estimates. Nvidia's stock rose 2.9% to $201.36 in after-hours trading. CEO Jensen Huang noted a surge in AI compute investment among customers, indicating strong future growth prospects.</p>

- Nvidia Corporation reported fourth-quarter revenue of $68.13 billion, reflecting a 73% year-over-year increase, surpassing estimates.  
- The company provided guidance for first-quarter revenue between $76.44 billion and $79.56 billion, establishing a positive outlook despite potential supply challenges in the gaming sector.  
- In after-hours trading, Nvidia's stock rose 2.9% to $201.36, indicating investor optimism following the earnings report.

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Nvidia Q4 Highlights: Record Revenue, Data Center Demand - 'Customers Are Racing To Invest In AI Compute'