This Wednesday, Nvidia presented the results corresponding to its third fiscal quarter 2026, in which it obtained a net profit of 31.91 billion dollars, which represents an increase of 65% from the 19,309 million harvested in the same period of the previous year. The company’s shares are up 3% in after-market trading as the firm reported better-than-expected earnings, revenue and guidance. Their figures translate into a earnings per share (EPS) of $1.30, 61% above the $1.08 per share a year ago. For its part, the adjusted EPS was $1.30, above forecasts of $1.25 per share. The company It has also improved forecasts with its incomewhich have grown by 62% year-on-year and have reached 57,006 millions, compared to forecasts of 54,920 million. Most of this turnover comes from data centers, which have contributed 51,215 million (+66%). The second most notable item, video games, has totaled 4,265 million. «Data center revenue in the third quarter reached a record $51.215 billion, up 66% year-over-year and up 25% quarter-over-quarter, driven by three changes to the platform: accelerated computing, powerful AI models and agent-based applications. Blackwell Ultra is now our leading architecture across all customer categories, while our previous Blackwell architecture saw continued strong demand. H2O sales were insignificant in the third quarter,» explains the company. For its part, The gross margin has been 73.4%, 1.2 percentage points below the 74.6% registered in the same period last year. The firm explains that «third quarter gross margins decreased compared to the previous year due to the transition of our business modelmoving from offering Hopper HGX systems to comprehensive data center solutions from Blackwell.» Looking ahead to the next quarter, Nvidia anticipates revenues of 65,000 million, above the 61,600 anticipated by the analyst consensus. Nvidia will pay its next quarterly dividend in cash, of $0.01 per share, on December 26 to all shareholders of record on December 4.
Jensen Huangfounder and CEO of Nvidia, highlights that «Blackwell sales have skyrocketed and GPUs for the cloud are sold out.» «Computing demand continues to accelerate and multiply in both training and inference, growing exponentially in both cases. We have entered the virtuous circle of AI. The AI ecosystem is scaling rapidly, with more core model creators, more AI startups, in more sectors and in more countries. AI is present everywhere, doing everything, simultaneously,» he concluded.
