Skip to main content

#nvidia

NVIDIA

Financial analysis and earnings reports for NVIDIA Corporation

4 postsView all tags
NVIDIA Q2 FY2027: $96.2B Revenue, $59.7B Net Income — and Operating Cash Flow Cut in Half
·mike

NVIDIA Q2 FY2027: $96.2B Revenue, $59.7B Net Income — and Operating Cash Flow Cut in Half

NVIDIA's Q2 FY2027 revenue reached $96.2B (+106% YoY) on $59.7B of net income, yet operating cash flow fell 52% sequentially to $24.1B — accounts receivable rose $22.3B and DSO went from 45 to 60 days on extended payment terms. In the same quarter NVIDIA issued $25B of debt, returned $26B to shareholders, and disclosed guarantees of up to $105B for a single data-center campus. Full cash-flow bridge, balance sheet and FY2024–Q2 FY2027 history in a public Beancount ledger.

financial-reporting
financial-analysis
cash-flow
NVIDIA Q1 FY2027: $81.6B Revenue, and $15.9B of Net Income That Isn't From Chips
·mike

NVIDIA Q1 FY2027: $81.6B Revenue, and $15.9B of Net Income That Isn't From Chips

NVIDIA's Q1 FY2027 revenue hit $81.6B (+85% YoY) and net income $58.3B (+211%), but $15.9B of that profit came from marking up its equity portfolio, not selling chips — core net income is closer to $42.4B. The quarter also retired the five-segment breakout for two platforms, Data Center (92% of revenue) and Edge Computing. Full income statement and balance sheet, FY2024–Q1 FY2027, in a public Beancount ledger.

financial-reporting
financial-analysis
financial-statements
NVIDIA's $68B Quarter: When Compute Equals Revenue and GPUs Print Money
·mike

NVIDIA's $68B Quarter: When Compute Equals Revenue and GPUs Print Money

NVIDIA's Q4 FY2026 earnings decoded — $68B revenue, Jensen declares "compute equals revenue," a $20B Groq acquisition, $5.6B in equity investment gains, and $78B Q1 guidance that stunned Wall Street. Full double-entry analysis.

financial-reporting
financial-management
beancount
NVIDIA Q3 FY2026 Earnings: Inside the $57B Quarter Powering the AI Revolution
·mike

NVIDIA Q3 FY2026 Earnings: Inside the $57B Quarter Powering the AI Revolution

A Wall Street analyst's deep dive into NVIDIA's record Q3 FY2026 earnings — $57B revenue, 66% Data Center growth, 73% gross margin, and what the numbers reveal about insatiable AI infrastructure demand.

financial-reporting
financial-management
beancount