NVIDIA Corporation (NVDA) Events

Filings that contain financial statements

The following Form 8-K filings furnish results tables (income statement summary, GAAP/non-GAAP reconciliations) via Exhibit 99.1 press release and Exhibit 99.2 CFO commentary. No quarter newer than the quarter ended April 26, 2026 (covered by the 10-Q filed May 20, 2026) has an earnings release on file as of this writing.

Export-control charge on H20 products to China

On April 9, 2025, the U.S. government notified NVIDIA that a license would be required to export its H20 integrated circuits (and any circuits matching H20 memory/interconnect bandwidth) to China, Hong Kong, Macau and D:5 countries; on April 14, 2025 the government indicated the requirement would remain in effect indefinitely. NVIDIA said its first quarter of fiscal 2026 (ending April 27, 2025) would include up to approximately $5.5 billion of charges for H20 inventory, purchase commitments and related reserves (accession 0001045810-25-000082, filed April 15, 2025).

The charge came in at $4.5 billion when Q1 FY26 results were reported on May 28, 2025: revenue of $44.1 billion (up 69% year over year), GAAP gross margin of 60.5% (71.3% excluding the charge). NVIDIA said it was unable to ship an additional $2.5 billion of H20 revenue in the quarter (accession 0001045810-25-000115).

By the second quarter of fiscal 2026 (reported August 27, 2025), there were no H20 sales to China-based customers; NVIDIA recorded a $180 million release of previously reserved H20 inventory tied to about $650 million of unrestricted H20 sales to a customer outside China (accession 0001045810-25-000207). Subsequent quarters' guidance (Q3 and Q4 FY26, and Q1 and Q2 FY27) have each stated that no Data Center compute revenue from China was assumed in the outlook.

Quarterly results and guidance

• Q1 FY26 (ended Apr 27, 2025, reported May 28, 2025): Revenue $44.1 billion, up 12% sequentially and 69% year over year. GAAP/non-GAAP EPS $0.76/$0.81. Guided Q2 FY26 revenue to $45.0 billion ± 2%. Accession 0001045810-25-000115.
• Q2 FY26 (ended Jul 27, 2025, reported August 27, 2025): Revenue $46.7 billion, up 6% sequentially and 56% year over year; Blackwell Data Center revenue up 17% sequentially. GAAP/non-GAAP EPS $1.08/$1.05. Guided Q3 FY26 revenue to $54.0 billion ± 2%, assuming no H20 shipments to China. Accession 0001045810-25-000207.
• Q3 FY26 (ended Oct 26, 2025, reported November 19, 2025): Record revenue of $57.0 billion, up 22% sequentially and 62% year over year. GAAP and non-GAAP EPS both $1.30. Announced a strategic partnership with OpenAI to deploy at least 10 gigawatts of NVIDIA systems, a first-time infrastructure commitment from Anthropic (1 gigawatt), and a collaboration with Intel on custom data-center and PC products using NVIDIA NVLink. Guided Q4 FY26 revenue to $65.0 billion ± 2%. Accession 0001045810-25-000228.
• Q4 FY26 and full fiscal year 2026 (ended Jan 25, 2026, reported February 25, 2026): Q4 revenue of $68.1 billion, up 20% sequentially and 73% year over year; full fiscal 2026 revenue of $215.9 billion, up 65% year over year. Full-year GAAP/non-GAAP EPS of $4.90/$4.77. NVIDIA disclosed that beginning in Q1 FY27 it will include stock-based compensation expense in its non-GAAP financial measures. Guided Q1 FY27 revenue to $78.0 billion ± 2%, assuming no Data Center compute revenue from China. Accession 0001045810-26-000019.
• Q1 FY27 (ended Apr 26, 2026, reported May 20, 2026): Record revenue of $81.6 billion, up 20% sequentially and 85% year over year. GAAP/non-GAAP EPS $2.39/$1.87. NVIDIA introduced a new reporting framework with two market platforms, Data Center (split into Hyperscale and ACIE, i.e., AI Clouds, Industrial and Enterprise) and Edge Computing. Under the prior sub-market presentation, Data Center compute revenue was a record $60.4 billion (up 77% year over year) and Data Center networking revenue was a record $14.8 billion (up 199% year over year). Guided Q2 FY27 revenue to $91.0 billion ± 2%, again assuming no Data Center compute revenue from China. Accession 0001045810-26-000051.

Capital returns and balance sheet actions

• Buyback increase, August 2025: On August 26, 2025, NVIDIA's Board approved an additional $60.0 billion to the share repurchase authorization (no expiration). Through the first half of fiscal 2026 the company had returned $24.3 billion to shareholders via buybacks and dividends, with $14.7 billion remaining under the prior authorization before the increase. Disclosed in the Q2 FY26 earnings release, accession 0001045810-25-000207.
• Buyback increase, May 2026: On May 18, 2026, the Board approved a further $80.0 billion addition to the repurchase authorization. NVIDIA returned approximately $20.0 billion to shareholders in Q1 FY27 alone, with $38.5 billion remaining under authorization at quarter-end before the increase. Disclosed in the Q1 FY27 earnings release, accession 0001045810-26-000051.
• Dividend increase, May 2026: Alongside Q1 FY27 results, NVIDIA raised its quarterly cash dividend from $0.01 to $0.25 per share, payable June 26, 2026 to holders of record June 4, 2026, a 25-fold increase. Accession 0001045810-26-000051.
• Debt offering, June 2026: On June 18, 2026, NVIDIA completed a public offering of $25.0 billion aggregate principal amount of notes across seven tranches: $3.5 billion of 4.250% notes due 2028, $3.5 billion of 4.350% notes due 2029, $4.0 billion of 4.500% notes due 2031, $3.5 billion of 4.750% notes due 2033, $4.0 billion of 4.950% notes due 2036, $3.0 billion of 5.550% notes due 2046, and $3.5 billion of 5.625% notes due 2056. The notes were issued under NVIDIA's existing shelf registration and a 2016 base indenture with Computershare Trust Company, N.A. (as successor trustee), supplemented by a June 18, 2026 officers' certificate. Underwriters were Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC. Accession 0001193125-26-275783.

Board and management changes

• July 31, 2025: Ellen Ochoa resigned from the Board of Directors (including the Nominating and Corporate Governance Committee), effective immediately, for personal reasons unrelated to any disagreement with the company. Accession 0001045810-25-000197.
• January 20, 2026: Persis Drell resigned from the Board of Directors (including the Compensation Committee), effective immediately, to pursue a new professional opportunity. Accession 0001045810-26-000003.
• 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 to support the transition). NVIDIA appointed Scott Gawel, previously Corporate VP and CAO of Intel Corporation (2022–2026) and, before that, in senior corporate accounting roles at Oracle, as the new VP and CAO, effective May 4, 2026, with an annual base salary of $800,000 and new-hire RSU grants with a combined target value of $12,875,000. Accession 0001045810-26-000026.
• May 7, 2026: The Board appointed Suzanne Nora Johnson as a director and Audit Committee member, effective July 13, 2026, expanding the Board from ten to eleven members. Accession 0001045810-26-000028.
• June 28, 2026 – July 1, 2026: Ajay K. Puri, Executive Vice President, Worldwide Field Operations and a 21-year NVIDIA executive, notified the company of his intent to retire, effective upon his successor's start date; he is expected to remain in a senior advisory role during the transition. NVIDIA appointed Nicholas Parker, most recently EVP and Chief Business Officer of Microsoft's Worldwide Sales & Solutions organization, after 26 years at Microsoft, as the new EVP, Worldwide Field Operations, with employment expected to begin around August 24, 2026. His compensation package includes an annual base salary of $1,000,000, a $5,000,000 sign-on bonus, target annualized cash variable compensation of $1,500,000, new-hire RSUs with a target value of $35,000,000, and multi-year performance-based RSUs with a target value of $5,000,000 tied to three-year total shareholder return relative to the S&P 500. Accession 0001045810-26-000060.

Compensation program

On March 2, 2026, the Compensation Committee adopted the Fiscal Year 2027 Variable Compensation Plan, which ties named executive officers' cash variable pay to fiscal 2027 revenue achievement against threshold, base and stretch levels. Target base-plan award opportunities include $4,000,000 for CEO Jen-Hsun Huang (200% of base salary) and $1,500,000 each for the other named executive officers. Accession 0001045810-26-000024.

Not covered above

Routine filings, including the June 25, 2025 and June 24, 2026 annual meeting voting results (director elections, say-on-pay, auditor ratification, and other governance proposals), are not detailed here as they carried no results, guidance, or capital-structure implications beyond ordinary corporate governance.