HighGravityDataCurrent guidance
44 items
Nvidia
Guidance from Nvidia’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Aug 26, 2026
Data checked
Aug 26, 2026
What changed in the Aug 26, 2026 release
Each item compared with the same item in the previous release (May 20, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Revenue | for Q3 FY2027 | — | “$108.0 billion, plus or minus 2%” | Filing ↗ |
| New | GAAP and non-GAAP gross margins | for Q3 FY2027 | — | “74.0%, plus or minus 50 basis points” | Filing ↗ |
| New | Non-GAAP gross margin | for Q3 FY2027 | — | “74.0 %” | Filing ↗ |
| New | GAAP and non-GAAP operating expenses | for Q3 FY2027 | — | “approximately $9.2 billion and $9.0 billion, respectively” | Filing ↗ |
| New | GAAP operating expenses | for Q3 FY2027 | — | “approximately $9.2 billion” | Filing ↗ |
| New | Non-GAAP operating expenses | for Q3 FY2027 | — | “$ 9.0” | Filing ↗ |
| Reiterated | GAAP and non-GAAP tax rates | for FY2027 | “between 16.0% and 18.0%” | “between 16.0% and 18.0%” | Filing ↗ |
Show 27 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Revenue | for Q2 FY2027 | “$91.0 billion, plus or minus 2%” | — | Filing ↗ |
| Not restated | Revenue | for Q1 FY2027 | “$78.0 billion, plus or minus 2%” | — | Filing ↗ |
| Not restated | GAAP and non-GAAP operating expenses | for Q2 FY2027 | “approximately $8.5 billion and $8.3 billion, respectively” | — | Filing ↗ |
| Not restated | GAAP operating expenses | for Q2 FY2027 | “approximately $8.5 billion” | — | Filing ↗ |
| Not restated | GAAP operating expenses | for Q1 FY2027 | “approximately $7.7 billion” | — | Filing ↗ |
| Not restated | Non-GAAP operating expenses | for Q2 FY2027 | “$ 8,300” | — | Filing ↗ |
| Not restated | Non-GAAP operating expenses | for Q1 FY2027 | “$ 7,500” | — | Filing ↗ |
| Not restated | Stock-based compensation expense (included in operating expenses outlook) | for Q1 FY2027 | “$1.9 billion” | — | Filing ↗ |
| Not restated | Revenue | for Q4 FY2026 | “$65.0 billion, plus or minus 2%” | — | Filing ↗ |
| Not restated | Revenue | for Q3 FY2026 | “$54.0 billion, plus or minus 2%” | — | Filing ↗ |
| Not restated | GAAP gross margin | for Q4 FY2026 | “74.8 %” | — | Filing ↗ |
| Not restated | GAAP gross margin | for Q3 FY2026 | “73.3%” | — | Filing ↗ |
| Not restated | Gross margin (longer-term goal) | for FY2026 | “mid-70% range” | — | Filing ↗ |
| Not restated | Gross margins | for FY2026 | “mid-70% range” | — | Filing ↗ |
| Not restated | Non-GAAP gross margin | for Q3 FY2026 | “73.5%” | — | Filing ↗ |
| Not restated | Non-GAAP gross margin exit rate | for FY2026 | “mid-70% range” | — | Filing ↗ |
| Not restated | Non-GAAP gross margins | No period stated | “mid-70% range” | — | Filing ↗ |
| Not restated | GAAP and non-GAAP operating expenses | for Q4 FY2026 | “approximately $6.7 billion and $5.0 billion, respectively” | — | Filing ↗ |
| Not restated | GAAP and non-GAAP operating expenses | for Q3 FY2026 | “approximately $5.9 billion and $4.2 billion, respectively” | — | Filing ↗ |
| Not restated | GAAP and non-GAAP other income and expense | for Q4 FY2026 | “an income of approximately $500 million” | — | Filing ↗ |
| Not restated | GAAP and non-GAAP other income and expense | for Q3 FY2026 | “an income of approximately $500 million” | — | Filing ↗ |
| Not restated | GAAP and non-GAAP tax rates | for Q4 FY2026 | “17.0%, plus or minus 1%” | — | Filing ↗ |
| Not restated | GAAP operating expenses | for Q4 FY2026 | “approximately $6.7 billion” | — | Filing ↗ |
| Not restated | GAAP operating expenses | for Q3 FY2026 | “approximately $5.9 billion” | — | Filing ↗ |
| Not restated | Non-GAAP operating expenses | for Q4 FY2026 | “$ 5,000” | — | Filing ↗ |
| Not restated | Non-GAAP operating expenses | for Q3 FY2026 | “$ 4,200” | — | Filing ↗ |
| Not restated | Operating expense growth | for FY2026 | “high-30% range” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Revenue | “$108.0 billion, plus or minus 2%” | for Q3 FY2027 | GAAP-tied | Aug 26, 2026 | 1 | Filing ↗ |
| Revenue | “$91.0 billion, plus or minus 2%” | for Q2 FY2027 | GAAP-tied | May 20, 2026 | 1 | Filing ↗ |
| Revenue | “$78.0 billion, plus or minus 2%” | for Q1 FY2027 | GAAP-tied | Feb 25, 2026 | 1 | Filing ↗ |
| GAAP and non-GAAP gross margins | “74.0%, plus or minus 50 basis points” | for Q3 FY2027 | Company-defined | Aug 26, 2026 | 1 | Filing ↗ |
| GAAP and non-GAAP gross margins | “74.9% and 75.0%, respectively, plus or minus 50 basis points” | for Q2 FY2027 | Company-defined | May 20, 2026 | 1 | Filing ↗ |
| GAAP and non-GAAP gross margins | “74.9% and 75.0%, respectively, plus or minus 50 basis points, inclusive of a 0.1% impact from stock-based compensation expense” | for Q1 FY2027 | Company-defined | Feb 25, 2026 | 1 | Filing ↗ |
| GAAP gross margin | “74.9 %” | for Q2 FY2027 | GAAP-tied | May 20, 2026 | 1 | Filing ↗ |
| GAAP gross margin | “74.9 %” | for Q1 FY2027 | GAAP-tied | Feb 25, 2026 | 1 | Filing ↗ |
| Non-GAAP gross margin | “74.0 %” | for Q3 FY2027 | Company-defined | Aug 26, 2026 | 1 | Filing ↗ |
| Non-GAAP gross margin | “75.0 %” | for Q2 FY2027 | Company-defined | May 20, 2026 | 1 | Filing ↗ |
| Non-GAAP gross margin | “75.0 %” | for Q1 FY2027 | Company-defined | Feb 25, 2026 | 1 | Filing ↗ |
| GAAP and non-GAAP operating expenses | “approximately $9.2 billion and $9.0 billion, respectively” | for Q3 FY2027 | Company-defined | Aug 26, 2026 | 1 | Filing ↗ |
| GAAP and non-GAAP operating expenses | “approximately $8.5 billion and $8.3 billion, respectively” | for Q2 FY2027 | Company-defined | May 20, 2026 | 1 | Filing ↗ |
| GAAP and non-GAAP tax rates | “between 16.0% and 18.0%” | for FY2027 | Company-defined | Feb 25, 2026 | 3 | Filing ↗ |
| GAAP operating expenses | “approximately $9.2 billion” | for Q3 FY2027 | GAAP-tied | Aug 26, 2026 | 1 | Filing ↗ |
| GAAP operating expenses | “approximately $8.5 billion” | for Q2 FY2027 | GAAP-tied | May 20, 2026 | 1 | Filing ↗ |
| GAAP operating expenses | “approximately $7.7 billion” | for Q1 FY2027 | GAAP-tied | Feb 25, 2026 | 1 | Filing ↗ |
| Non-GAAP operating expenses | “$ 9.0” | for Q3 FY2027 | Company-defined | Aug 26, 2026 | 1 | Filing ↗ |
| Non-GAAP operating expenses | “$ 8,300” | for Q2 FY2027 | Company-defined | May 20, 2026 | 1 | Filing ↗ |
| Non-GAAP operating expenses | “$ 7,500” | for Q1 FY2027 | Company-defined | Feb 25, 2026 | 1 | Filing ↗ |
| Stock-based compensation expense (included in operating expenses outlook) | “$1.9 billion” | for Q1 FY2027 | GAAP-tied | Feb 25, 2026 | 1 | Filing ↗ |
| Revenue | “$65.0 billion, plus or minus 2%” | for Q4 FY2026 | GAAP-tied | Nov 19, 2025 | 1 | Filing ↗ |
| Revenue | “$54.0 billion, plus or minus 2%” | for Q3 FY2026 | GAAP-tied | Aug 27, 2025 | 1 | Filing ↗ |
| GAAP and non-GAAP gross margins | “74.8% and 75.0%, respectively, plus or minus 50 basis points” | for Q4 FY2026 | Company-defined | Nov 19, 2025 | 1 | Filing ↗ |
| GAAP and non-GAAP gross margins | “73.3% and 73.5%, respectively, plus or minus 50 basis points” | for Q3 FY2026 | Company-defined | Aug 27, 2025 | 1 | Filing ↗ |
| GAAP and non-GAAP gross margins variance | “plus or minus 50 basis points” | for Q3 FY2026 | Company-defined | Aug 27, 2025 | 1 | Filing ↗ |
| GAAP gross margin | “74.8 %” | for Q4 FY2026 | GAAP-tied | Nov 19, 2025 | 1 | Filing ↗ |
| GAAP gross margin | “73.3%” | for Q3 FY2026 | GAAP-tied | Aug 27, 2025 | 1 | Filing ↗ |
| Gross margin (longer-term goal) | “mid-70% range” | for FY2026 | GAAP-tied | May 28, 2025 | 1 | Filing ↗ |
| Gross margins | “mid-70% range” | for FY2026 | GAAP-tied | May 28, 2025 | 1 | Filing ↗ |
| Non-GAAP gross margin | “75.0 %” | for Q4 FY2026 | Company-defined | Nov 19, 2025 | 1 | Filing ↗ |
| Non-GAAP gross margin | “73.5%” | for Q3 FY2026 | Company-defined | Aug 27, 2025 | 1 | Filing ↗ |
| Non-GAAP gross margin exit rate | “mid-70% range” | for FY2026 | Company-defined | Aug 27, 2025 | 1 | Filing ↗ |
| GAAP and non-GAAP operating expenses | “approximately $6.7 billion and $5.0 billion, respectively” | for Q4 FY2026 | Company-defined | Nov 19, 2025 | 1 | Filing ↗ |
| GAAP and non-GAAP operating expenses | “approximately $5.9 billion and $4.2 billion, respectively” | for Q3 FY2026 | Company-defined | Aug 27, 2025 | 1 | Filing ↗ |
| GAAP and non-GAAP other income and expense | “an income of approximately $500 million” | for Q4 FY2026 | Company-defined | Nov 19, 2025 | 1 | Filing ↗ |
| GAAP and non-GAAP other income and expense | “an income of approximately $500 million” | for Q3 FY2026 | Company-defined | Aug 27, 2025 | 1 | Filing ↗ |
| GAAP and non-GAAP tax rates | “17.0%, plus or minus 1%” | for Q4 FY2026 | Company-defined | Nov 19, 2025 | 1 | Filing ↗ |
| GAAP and non-GAAP tax rates | “16.5%, plus or minus 1%” | for Q3 FY2026 | Company-defined | Aug 27, 2025 | 1 | Filing ↗ |
| GAAP operating expenses | “approximately $6.7 billion” | for Q4 FY2026 | GAAP-tied | Nov 19, 2025 | 1 | Filing ↗ |
| GAAP operating expenses | “approximately $5.9 billion” | for Q3 FY2026 | GAAP-tied | Aug 27, 2025 | 1 | Filing ↗ |
| Non-GAAP operating expenses | “$ 5,000” | for Q4 FY2026 | Company-defined | Nov 19, 2025 | 1 | Filing ↗ |
| Non-GAAP operating expenses | “$ 4,200” | for Q3 FY2026 | Company-defined | Aug 27, 2025 | 1 | Filing ↗ |
| Operating expense growth | “high-30% range” | for FY2026 | GAAP-tied | May 28, 2025 | 2 | Filing ↗ |
How one item moved
GAAP and non-GAAP tax rates, for FY2027 — every statement across the year, each linked to its filing.
How your Semiconductors sector group guides
12 companies in Semiconductors. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| Micron Technology | Sep 30, 2026 | 7 changes |
| Broadcom | Sep 2, 2026 | 6 changes |
| Marvell Technology | Aug 27, 2026 | 11 changes |
| Nvidia | Aug 26, 2026 | 6 changes |
| Analog Devices | Aug 19, 2026 | 8 changes |
| Microchip Technology | Aug 6, 2026 | 31 changes |
| AMD | Aug 4, 2026 | 10 changes |
| Onsemi | Aug 3, 2026 | 15 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2027 | FY2026 | FY2025 | No period |
|---|---|---|---|---|
| H20 revenue loss impact on outlook | — | 1 statement | — | — |
| Revenue | 3 statements | 4 statements | 1 statement | — |
| GAAP and non-GAAP gross margins | 3 statements | 4 statements | 1 statement | — |
| GAAP and non-GAAP gross margins variance | — | 1 statement | — | — |
| GAAP gross margin | 2 statements | 4 statements | 1 statement | — |
The full record for Nvidia and its Semiconductors peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 26, 2026 | FY2027 Q2 | 0001045810-26-000073 | 7 | Open filing ↗ |
| May 20, 2026 | FY2027 Q1 | 0001045810-26-000051 | 10 | Open filing ↗ |
| Feb 25, 2026 | FY2026 Q4 | 0001045810-26-000019 | 8 | Open filing ↗ |
| Nov 19, 2025 | FY2026 Q3 | 0001045810-25-000228 | 9 | Open filing ↗ |
| Aug 27, 2025 | FY2026 Q2 | 0001045810-25-000207 | 13 | Open filing ↗ |
| May 28, 2025 | FY2026 Q1 | 0001045810-25-000115 | 13 | Open filing ↗ |
| Feb 26, 2025 | FY2025 Q4 | 0001045810-25-000021 | 9 | Open filing ↗ |
| Nov 20, 2024 | FY2025 Q3 | 0001045810-24-000315 | 9 | Open filing ↗ |
Not located in filing
15 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
Show the 15 unmatched spans
| Span | Why | Filed |
|---|---|---|
| Non-GAAP operating expenses = approximately $9.0 billion | span gate: value not verbatim in filing | Aug 26, 2026 |
| Non-GAAP operating expenses = approximately $9.0 billion | span gate: value not verbatim in filing | Aug 26, 2026 |
| share repurchase authorization = an additional $80.0 billion, without expiration | span gate: value not verbatim in filing | May 20, 2026 |
| Non-GAAP operating expenses = approximately $8.3 billion | span gate: value not verbatim in filing | May 20, 2026 |
| Non-GAAP operating expenses = approximately $8.3 billion | span gate: value not verbatim in filing | May 20, 2026 |
| Non-GAAP operating expenses = approximately $7.5 billion | span gate: value not verbatim in filing | Feb 25, 2026 |
| Non-GAAP operating expenses = approximately $5.0 billion | span gate: value not verbatim in filing | Nov 19, 2025 |
| Non-GAAP operating expenses = approximately $5.0 billion | span gate: value not verbatim in filing | Nov 19, 2025 |
| share repurchase authorization = an additional $60.0 billion, without expiration | span gate: value not verbatim in filing | Aug 27, 2025 |
| Non-GAAP operating expenses = approximately $4.2 billion | span gate: value not verbatim in filing | Aug 27, 2025 |
| Non-GAAP operating expenses = approximately $4.2 billion | span gate: value not verbatim in filing | Aug 27, 2025 |
| Non-GAAP operating expenses = approximately $4.0 billion | span gate: value not verbatim in filing | May 28, 2025 |
| Non-GAAP operating expenses = approximately $4.0 billion | span gate: value not verbatim in filing | May 28, 2025 |
| Non-GAAP operating expenses = approximately $3.6 billion | span gate: value not verbatim in filing | Feb 26, 2025 |
| Non-GAAP operating expenses = approximately $3.4 billion | span gate: value not verbatim in filing | Nov 20, 2024 |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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