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NVIDIA (NVDA) guidance and outlook
NVIDIA's 10-Q filed Aug 26, 2026 makes 13 forward-looking statements, 11 of them new and 8 no longer said since the filing before.
Guidance and outlook
Forward-looking statements, 10-Q filed Aug 26, 2026
- new · We will be shipping both Blackwell and Rubin systems in the future and are currently experiencing certain supply constraints.
- new · Customers may postpone purchasing new architectures due to the lack of availability of data center infrastructure to deploy our products, constraints on capital to have sufficient funding to purchase our products, or may adopt new technologies more gradually than anticipated, affecting our revenue timing and supply chain expenses.
- new · These limitations could delay customer and partner deployments or reduce the scale of accelerated computing and AI adoption and may impact the growth of our revenue.
- new · We expect to focus our data center infrastructure initiatives on exceptional sites and apply the same discipline to these initiatives as we do to our supply-chain management by securing critical inputs when we have visibility into customer demand and when doing so enables long-term productive capacity.
- new · We expect our large cloud service provider customers and investment grade enterprises to continue to secure land, power, and shell commitments independently.
- new · Through this model, we expect our AI cloud partners will be able to deploy incremental NVIDIA AI infrastructure, enabling them to serve a broader set of customers and address expanding demand for AI compute.
- new · If certain criteria are met, we will participate in revenue share generated by the AI clouds from third-party customers, which may contribute to revenue in the future.
- new · At our option, we may provide limited residual-value support for a portion of specific projects, subject to disciplined risk management and project-by-project evaluation.
- new · applications are primarily deployed on competitors’ platforms, they could reduce demand for our offerings.
- new · We have been unable to pass along any of the tariff to our customers, and do not anticipate doing so in the event we are able to sell licensed products into the China market.
- We estimate that one AI research and deployment company contributed a meaningful amount of our revenue by purchasing cloud services from our customers in the second quarter and first half of fiscal year 2027.
- We expect to continue investing in our ecosystem.
NVIDIA's latest quarter
NVIDIA, Q2 FY27: revenue $96.2B (+106% year over year), operating margin 66.2%, net earnings $59.7B, operating cash flow $24.1B. The chart follows the revenue to costs, profit and cash.
Questions
What does NVIDIA expect?
We will be shipping both Blackwell and Rubin systems in the future and are currently experiencing certain supply constraints. Customers may postpone purchasing new architectures due to the lack of availability of data center infrastructure to deploy our products, constraints on capital to have sufficient funding to purchase our products, or may adopt new technologies more gradually than anticipated, affecting our revenue timing and supply chain expenses. These limitations could delay customer and partner deployments or reduce the scale of accelerated computing and AI adoption and may impact th
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.