NVIDIA Corporation (NVDA) Q2 FY2027 8-K Filings and Company Events

Filings that contain financial statements

• Form 8-K, accession 0001045810-26-000073, filed August 26, 2026, furnishes the Q2 FY27 press release (Exhibit 99.1) and CFO Commentary (Exhibit 99.2) for the quarter ended July 26, 2026, including condensed consolidated statements of income, balance sheets, cash flows, and GAAP-to-non-GAAP reconciliations.
• Form 10-Q, accession 0001045810-26-000075, filed August 26, 2026, full condensed consolidated financial statements (unaudited) and notes for the quarter and six months ended July 26, 2026.
• Form 8-K, accession 0001045810-26-000051, filed May 20, 2026, Q1 FY27 press release and CFO Commentary (quarter ended April 26, 2026), with income statement, balance sheet, and cash flow data.
• Form 8-K, accession 0001045810-26-000019, filed February 25, 2026, Q4 and full fiscal year 2026 press release and CFO Commentary (quarter and year ended January 25, 2026), with full financial statements.
• Form 8-K, accession 0001045810-25-000228, filed November 19, 2025, Q3 FY26 press release and CFO Commentary (quarter ended October 26, 2025), with full financial statements.
• Form 8-K, accession 0001045810-25-000207, filed August 27, 2025, Q2 FY26 press release and CFO Commentary (quarter ended July 27, 2025), with full financial statements.
• The company's Annual Report on Form 10-K (accession 0001045810-26-000021, filed February 25, 2026) carries audited financial statements for fiscal year 2026 (ended January 25, 2026).

Second Quarter Fiscal 2027 Results (August 26, 2026)

NVIDIA reported revenue of $96.2 billion for the quarter ended July 26, 2026, up 18% sequentially and up 106% year over year. Data Center revenue was $89.0 billion, up 117% year over year, driven by the ramp of Blackwell Ultra infrastructure. GAAP and non-GAAP gross margins were both 75.0%. GAAP diluted EPS was $2.46; non-GAAP diluted EPS was $2.22. The company returned approximately $26.0 billion to shareholders through buybacks and dividends during the quarter, with about $99.0 billion remaining under its repurchase authorization, and declared a $0.25 per share quarterly dividend payable October 1, 2026. NVIDIA issued $25.0 billion of senior unsecured notes during the quarter (see debt issuance below). For the third quarter of fiscal 2027, NVIDIA guided to revenue of $108.0 billion (plus or minus 2%), assuming no Data Center compute revenue from China, with GAAP and non-GAAP gross margins of approximately 74.0%. (Source: Form 8-K, accession 0001045810-26-000073.)

First Quarter Fiscal 2027 Results (May 20, 2026)

NVIDIA reported record revenue of $81.6 billion for the quarter ended April 26, 2026, up 20% sequentially and 85% year over year, with record Data Center revenue of $75.2 billion. GAAP and non-GAAP gross margins were 74.9% and 75.0%, respectively. The Board approved an additional $80.0 billion share repurchase authorization on May 18, 2026, and the company raised its quarterly cash dividend from $0.01 to $0.25 per share, effective with the payment made June 26, 2026. NVIDIA also began reporting under a new market-platform framework (Data Center, Hyperscale and AI Clouds, Industrial & Enterprise, and Edge Computing) in place of its prior end-market presentation (Data Center, Gaming, Professional Visualization, Automotive, and OEM and Other); the two reportable segments, Compute & Networking and Graphics, are unchanged. (Source: Form 8-K, accession 0001045810-26-000051.)

Fourth Quarter and Fiscal 2026 Results (February 25, 2026)

NVIDIA reported record revenue of $68.1 billion for the quarter ended January 25, 2026, up 20% sequentially and up 73% year over year, with record Data Center revenue of $62.3 billion. GAAP and non-GAAP gross margins were 75.0% and 75.2%, respectively; GAAP diluted EPS was $1.76 and non-GAAP diluted EPS was $1.62. For full fiscal year 2026, revenue was a record $215.9 billion, up 65% from fiscal 2025, with GAAP diluted EPS of $4.90 and non-GAAP diluted EPS of $4.77; GAAP and non-GAAP gross margins for the year were 71.1% and 71.3%, respectively, reflecting a $4.5 billion charge in the first quarter of fiscal 2026 for H20 excess inventory and purchase obligations tied to U.S. export licensing requirements for China. NVIDIA returned $41.1 billion to shareholders during fiscal 2026 through buybacks and dividends. (Source: Form 8-K, accession 0001045810-26-000019.)

Third Quarter Fiscal 2026 Results (November 19, 2025)

NVIDIA reported record revenue of $57.0 billion for the quarter ended October 26, 2025, up 22% sequentially and up 62% year over year, with record Data Center revenue of $51.2 billion. GAAP and non-GAAP gross margins were 73.4% and 73.6%, respectively; GAAP and non-GAAP diluted EPS were both $1.30. NVIDIA returned $37.0 billion to shareholders during the first nine months of fiscal 2026 through buybacks and dividends. (Source: Form 8-K, accession 0001045810-25-000228.)

Second Quarter Fiscal 2026 Results (August 27, 2025)

NVIDIA reported revenue of $46.7 billion for the quarter ended July 27, 2025, up 6% sequentially and up 56% year over year, with Data Center revenue of $41.1 billion. GAAP and non-GAAP gross margins were 72.4% and 72.7%, respectively; GAAP diluted EPS was $1.08 and non-GAAP diluted EPS was $1.05. There were no H20 sales to China-based customers in the quarter; results benefited from a $180 million release of previously reserved H20 inventory. NVIDIA returned $24.3 billion to shareholders during the first half of fiscal 2026 through buybacks and dividends, and the Board approved an additional $60.0 billion share repurchase authorization on August 26, 2025. (Source: Form 8-K, accession 0001045810-25-000207.)

Groq Non-Exclusive License Agreement (December 2025)

In December 2025, NVIDIA entered into a non-exclusive license agreement with Groq, Inc. for Groq's language processing unit technology and hired certain Groq employees; no customer contracts, existing products, or equity interests in Groq were purchased. NVIDIA recorded $14.4 billion of goodwill and a $2.5 billion developed-technology intangible asset. The Q4 and fiscal 2026 press release listed the agreement among its highlights as "a non-exclusive licensing agreement with Groq to accelerate AI inference at global scale," and its cash flow statement carries a $13,000 million "Groq, Inc." investing-activities outflow for the quarter and full year ended January 25, 2026. (Sources: Form 8-K, accession 0001045810-26-000019, Exhibit 99.1; Form 10-K, accession 0001045810-26-000021, Note 2.)

The Q2 FY27 press release reported that "NVIDIA Groq 3 LPX, the interactive AI inference accelerator, is now in full production." (Source: Form 8-K, accession 0001045810-26-000073, Exhibit 99.1.)

SB Energy / OpenAI "PORTS-Pike" Data Center Partnership (August 17, 2026)

NVIDIA announced a multi-year partnership with SB Energy Corp. to develop the PORTS Technology Campus, a large-scale AI data center campus in Pike County, Ohio, with an affiliate of OpenAI Group PBC as the tenant. NVIDIA entered into residual value guaranties covering approximately 4.25 gigawatts of IT load at the site, with an option to extend credit support to an additional 3.8 gigawatts. NVIDIA's aggregate payment obligation under its initial commitment is capped at $105 billion, with obligations phasing in as data centers become ready for service beginning in 2028 (NVIDIA's fiscal year 2029) and contingent on OpenAI performance; NVIDIA may assume the lease, direct releasing, initiate a sale, or allow termination if OpenAI defaults, and OpenAI has agreed to reimburse NVIDIA for amounts it pays under the guarantees. NVIDIA also agreed to invest $1.5 billion directly in SB Energy. (Sources: Form 8-K, accession 0001045810-26-000069, and its Exhibit 99.1 press release.)

Senior Notes Offering (June 15–18, 2026)

NVIDIA completed a $25.0 billion offering of senior unsecured notes across seven tranches maturing 2028 through 2056 (interest rates ranging from 4.250% to 5.625%), issued under its existing shelf registration statement. The notes were priced pursuant to an Underwriting Agreement dated June 15, 2026 with Goldman Sachs, J.P. Morgan, and Morgan Stanley as representatives, and issued June 18, 2026 under NVIDIA's existing indenture. Proceeds are for general corporate purposes. (Source: Form 8-K, accession 0001193125-26-275783.)

Annual Meeting Voting Results

• June 24, 2026 Annual Meeting (reported June 30, 2026): stockholders elected all ten director nominees, approved say-on-pay on an advisory basis, ratified PricewaterhouseCoopers LLP as auditor for fiscal year 2027, and approved a non-binding proposal to replace supermajority voting provisions with a simple-majority standard; stockholder proposals on faith-based community resource groups, diversity/civil-rights reporting, and GHG emissions disclosure were not approved. (Source: Form 8-K, accession 0001045810-26-000056.)
• June 25, 2025 Annual Meeting (reported June 30, 2025): stockholders elected all thirteen director nominees, approved say-on-pay, and ratified PricewaterhouseCoopers LLP as auditor for fiscal year ending January 25, 2026; a proposal to remove supermajority provisions from the charter did not pass (required two-thirds approval), and several other stockholder proposals were not approved. (Source: Form 8-K, accession 0001045810-25-000179.)

Board and Executive Leadership Changes

• June 28, 2026 / July 1, 2026: Ajay K. Puri, EVP of Worldwide Field Operations, notified NVIDIA of his intent to retire upon his successor's start date; Nicholas Parker, formerly of Microsoft, was appointed EVP, Worldwide Field Operations, effective on his anticipated August 24, 2026 start date. (Source: Form 8-K, accession 0001045810-26-000060.)
• May 7, 2026 (effective July 13, 2026): The Board appointed Suzanne Nora Johnson as a member of the Board of Directors and the Audit Committee, effective July 13, 2026, increasing the number of directors constituting the full Board from ten to eleven effective that date. (Source: Form 8-K, accession 0001045810-26-000028.)
• April 24–26, 2026: Donald Robertson, VP and Chief Accounting Officer, notified NVIDIA of his intent to retire from that role effective May 4, 2026 (remaining as VP, Finance through July 1, 2026); Scott Gawel, formerly of Intel and Oracle, was appointed VP and Chief Accounting Officer effective May 4, 2026. (Source: Form 8-K, accession 0001045810-26-000026.)
• January 20, 2026: Persis Drell resigned from the Board of Directors, including from the Compensation Committee, effective immediately, for reasons unrelated to any disagreement with the company. (Source: Form 8-K, accession 0001045810-26-000003.)
• July 31, 2025: Ellen Ochoa resigned from the Board of Directors, including from the Nominating and Corporate Governance Committee, effective immediately, for personal reasons unrelated to any disagreement with the company. (Source: Form 8-K, accession 0001045810-25-000197.)

Executive Compensation

On March 2, 2026, the Compensation Committee adopted the Fiscal Year 2027 Variable Compensation Plan for named executive officers, tying cash incentive payouts to fiscal 2027 revenue achievement against threshold, base, and stretch performance levels, with payouts capped at two times a participant's base target opportunity. (Source: Form 8-K, accession 0001045810-26-000024.)