| Q1 FY27 | YoY | |
|---|---|---|
| Revenue | $81.6B1 | +85.2% |
| Net income | $58.3B | +210.6% |
| Op income | $53.5B | +147.4% |
| EPS (dil.) | $2.39 | +214.5% |
| EPS (basic) | $2.40 | +211.7% |
| Gross margin | 74.9% | +14.4pp |
| Op margin | 65.6% | +16.5pp |
| Net margin | 71.5% | +28.9pp |
| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| revenue | $91 billion, plus or minus 2% | Q2 FY2027 | tight_range | New |
| gross_margin | 74.9% and 75%, respectively, plus or minus 50 basis points | Q2 FY2027 | tight_range | New |
| gross_margin | mid-70s | FY2027 | directional | Maintained |
| operating_expenses | approximately $8.5 billion and $8.3 billion, respectively | Q2 FY2027 | point | New |
| operating_expenses | upper-40s on a year-over-year basis | FY2027 | directional | Maintained |
| tax_rate | between 16% and 18% | FY2027 | tight_range | Raised |
| revenue | $1 trillion in Blackwell and Rubin revenue | 2025 through calendar 2027 | point | New |
| CPU_revenue | $20 billion | FY2027 | point | New |
| TAM | $200 billion | for Vera CPU | point | New |
| Q4 FY26 | YoY | |
|---|---|---|
| Revenue | $68.1B | +73.2% |
| Net income | $43.0B | +94.5% |
| Op income | $44.3B | +84.3% |
| EPS (dil.) | $1.76 | +97.8% |
| EPS (basic) | – | – |
| Gross margin | 75.0% | +2.0pp |
| Op margin | 65.0% | +3.9pp |
| Net margin | 63.1% | +6.9pp |
| Q3 FY26 | YoY | 9M FY26 | |
|---|---|---|---|
| Revenue | $57.0B | +62.0% | $147.8B |
| Net income | $31.9B | +65.3% | $77.1B |
| Op income | $36.0B | +64.7% | $86.1B |
| EPS (dil.) | $1.30 | +66.7% | $3.14 |
| EPS (basic) | $1.31 | +65.8% | $3.16 |
| Gross margin | 73.4% | -1.2pp | |
| Op margin | 63.2% | +0.9pp | |
| Net margin | 56.0% | +1.0pp |
| Q2 FY26 | YoY | 6M FY26 | |
|---|---|---|---|
| Revenue | $46.7B | +56.0% | – |
| Net income | $26.4B | +59.0% | $45.2B |
| Op income | $28.4B | +53.0% | $50.1B |
| EPS (dil.) | $1.08 | +61.0% | $1.84 |
| EPS (basic) | $1.08 | +58.8% | $1.85 |
| Gross margin | 72.4% | -2.7pp | |
| Op margin | 60.8% | -1.3pp | |
| Net margin | 56.5% | +1.2pp |
| Q1 FY26 | YoY | |
|---|---|---|
| Revenue | $44.1B | +69.0% |
| Net income | $18.8B | +26.0% |
| Op income | $21.6B | +28.0% |
| EPS (dil.) | $0.76 | +27.0% |
| EPS (basic) | $0.77 | +28.3% |
| Gross margin | 60.5% | -17.9pp |
| Op margin | 49.1% | -15.8pp |
| Net margin | 42.6% | -14.5pp |
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| Revenue | $39.3B | +78.0% | $130.5B |
| Net income | $22.1B | +80.0% | $72.9B |
| Op income | $24.0B | +77.0% | $81.5B |
| EPS (dil.) | $0.89 | +81.6% | $2.94 |
| EPS (basic) | $0.90 | +76.5% | $2.97 |
| Gross margin | 73.0% | -3.0pp | |
| Op margin | 61.1% | -0.5pp | |
| Net margin | 56.2% | +0.6pp |
| Q3 FY25 | YoY | 9M FY25 | |
|---|---|---|---|
| Revenue | $35.1B | +94.2% | $91.2B |
| Net income | $19.3B | +109.0% | $50.8B |
| Op income | $21.9B | +110.0% | $57.4B |
| EPS (dil.) | $0.78 | +111.0% | $2.04 |
| EPS (basic) | $0.79 | +113.5% | $2.07 |
| Gross margin | 74.6% | +0.6pp | |
| Op margin | 62.3% | +4.8pp | |
| Net margin | 55.0% | +4.0pp |
| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 8-K | 2026-07-02 | – | 1 | 0 |
| 8-K | 2026-06-30 | – | 1 | 0 |
| 8-K | 2026-06-18 | – | 2 | 0 |
| 8-K | 2026-05-20 | Q1 2027 | 10 | 0 |
| 10-Q | 2026-05-20 | – | 33 | 76 |
| DEF 14A | 2026-05-12 | – | 12 | 0 |
| 8-K | 2026-05-08 | – | 1 | 0 |
| 8-K | 2026-04-27 | – | 1 | 0 |
| 8-K | 2026-03-06 | – | 2 | 0 |
| 10-K | 2026-02-25 | – | 55 | 43 |
Showing the latest 10 of 65 — the full set is in the API.