If you’ve been anywhere near a brokerage app or a financial news feed lately, you know the vibe. It’s tense. Everyone is basically holding their breath, waiting for Jensen Huang to take the stage again. Why? Because we finally have a confirmed date. If you're wondering when are nvidia earnings, mark your calendar for Wednesday, February 25, 2026.
This isn't just another corporate slide deck presentation. This is the Q4 and full-year fiscal 2026 report. In the world of tech and AI, this is basically the Super Bowl, the Oscars, and a high-stakes poker game rolled into one. The company has officially confirmed they will drop the numbers after the market closes, followed by the usual webcast where analysts will try to poke holes in their "Blackwell" rollout plans.
The Specifics: When Are Nvidia Earnings Exactly?
Let’s get the logistics out of the way first so you don't miss the fireworks.
The "big day" is February 25. Typically, Nvidia releases its press release at exactly 1:20 PM PT (4:20 PM ET), with the conference call starting at 2:00 PM PT. If you’ve watched these before, you know the stock usually starts jumping around like crazy the second that PDF hits the wire.
Honestly, the January 2026 quarter is a massive milestone. It marks the end of their fiscal year 2026. While the rest of us are just starting the calendar year, Nvidia is wrapping up a year that saw them hit a $4.5 trillion market cap.
Why the February Date Matters More Than Usual
Usually, a Q4 report is just a wrap-up. Not this time. This specific earnings call is the first time we’ll get a full look at how the "Blackwell" chips—those monster AI processors everyone was fighting over last year—are actually impacting the bottom line.
We already saw a hint of this in the November report, where revenue hit $57 billion. But now? Analysts are looking for even more. The consensus for this February report is an Earnings Per Share (EPS) of about $1.45 to $1.49. If they miss that by even a penny, things could get weird. If they beat it? Well, some folks at The Motley Fool are already whispering about a $7 trillion market cap by the end of the year.
What Wall Street is Actually Looking For
It’s not just about the "beat." Everyone expects Nvidia to beat. They’ve beaten expectations in 16 of the last 18 quarters. At this point, a beat is priced in. What really moves the needle is the "guide"—what they say about the next quarter.
- The Data Center Dominance: Last quarter, data center revenue was a staggering $51.2 billion. That’s up 66% from the year before. People want to see if that growth curve is finally starting to flatten or if it’s still vertical.
- The China Factor: There's a lot of chatter about Nvidia resuming shipments to China. Reports suggest there’s demand for about 2 million units of their modified chips. If Colette Kress (the CFO) mentions a return to China in her commentary, expect the "bulls" to go wild.
- Gross Margins: Nvidia has been hovering around 75% gross margins. That is insane for a company that makes physical hardware. Any dip here suggests they’re spending too much on production or facing price pressure from competitors like AMD.
The Blackwell Rollout Complexity
You've probably heard the rumors about Blackwell production being tricky. It’s a complex piece of tech. During the last call, Jensen mentioned Blackwell was in "full production." This February report is the proof in the pudding. We need to see if those chips are shipping in the volumes promised or if there are bottlenecks at TSMC (Taiwan Semiconductor), which handles the actual manufacturing.
Comparing the Expectations
To understand why people are so obsessed with when are nvidia earnings, you have to look at the sheer scale of the numbers.
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In Q4 of last year (fiscal 2025), they did $39.3 billion in revenue. This year? Analysts are looking for something closer to $65 billion for the single quarter. To put that in perspective, Nvidia is now generating more revenue in three months than many blue-chip companies make in a decade.
It's sorta hard to wrap your head around. They returned $37 billion to shareholders in the first nine months of the year alone. That's not a typo. $37 billion.
Common Misconceptions About Nvidia’s Calendar
One thing that trips up a lot of new investors is Nvidia’s fiscal calendar.
They don't follow the normal January-to-December year. Their fiscal year actually ends in late January. So, when they report on February 25, 2026, they are technically reporting their "Year End 2026" results. It’s a bit confusing, but basically, they are always one year ahead in their paperwork.
Also, don't expect the gaming segment to be the star. While gamers love the RTX 50-series cards, gaming now only accounts for a fraction of the revenue compared to the AI data centers. Gaming revenue was around $4.3 billion last quarter. Huge? Yes. But compared to the $51 billion from AI? It's a side quest.
How to Trade the Earnings Volatility
Look, I'm not a financial advisor, but anyone who’s watched an NVDA earnings night knows it’s a roller coaster. The stock can move 10% in either direction in minutes.
Many institutional traders use "straddles" (buying both a call and a put) because they know the stock will move—they just don't know which way. For the rest of us, it’s usually better to just watch the webcast and see what the guidance looks like for Q1 2027 (which starts in May).
Potential Red Flags to Watch For
- Inventory Issues: If they have too much "old" Hopper chip inventory sitting around because everyone wants Blackwell, that could hurt margins.
- Hyperscaler Spend: Watch for comments on Amazon, Google, and Meta. If those guys signal they are slowing down their AI data center builds, Nvidia is the first to feel it.
- The DeepSeek Effect: There was some noise earlier this year about Chinese labs finding ways to train AI with less power. If analysts think Nvidia's "moat" is shrinking, the stock might struggle regardless of the numbers.
Future Dates to Keep on Your Radar
Once the February 25 madness is over, the cycle starts all over again. Based on historical patterns, here is when we expect the rest of the 2026 reports:
- Q1 2027 Earnings: Likely May 27, 2026.
- Q2 2027 Earnings: Likely August 26, 2026.
- Q3 2027 Earnings: Likely November 18, 2026.
These aren't confirmed yet, but Nvidia is nothing if not consistent with their Wednesday releases.
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Your Next Steps Before February 25
Don't go into earnings night blind. If you're holding the stock or thinking about it, here’s what you should do:
First, go to the Nvidia Investor Relations website and sign up for the email alerts. You want the press release the second it drops, not 15 minutes later when it hits the news.
Second, listen to the actual call. You can hear the tone of Jensen's voice. Last year, you could practically hear the excitement when he talked about the "next industrial revolution." If he sounds more cautious this time, pay attention.
Finally, keep an eye on the "forward guidance." In the 2026 market, the past doesn't matter. Investors only care about the next three months. If the revenue outlook for the May quarter is $70 billion or higher, the AI party likely isn't over yet.
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Get your coffee ready—it’s going to be a long Wednesday night.