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AI English summary of an SEC filing — figures as filed

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NVIDIA said revenue for the quarter ended July 27, 2025 was $46.7 billion, up 6% from the previous quarter and up 56% from a year ago. Data Center revenue was $41.1 billion.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. NVIDIA said revenue for the quarter ended July 27, 2025 was $46.7 billion, up 6% from the previous quarter and up 56% from a year ago. Data Center revenue was $41.1 billion.

  2. The company said GAAP gross margin for the quarter was 72.4% and GAAP diluted earnings per share was $1.08. GAAP net income was $26,422 million.

  3. NVIDIA said there were no H20 sales to China-based customers in Q2. The company added that a $180 million release of previously reserved H20 inventory resulted from approximately $650 million in unrestricted H20 sales to a customer outside of China.

  4. The company said it expects revenue for Q3 of fiscal 2026 to be $54.0 billion, plus or minus 2%. NVIDIA said the outlook does not assume any H20 shipments to China.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Q2 Revenue $46.7 billion, Up 6% from Previous Quarter

NVIDIA said revenue for the quarter ended July 27, 2025 was $46.7 billion, up 6% from the previous quarter and up 56% from a year ago. Data Center revenue was $41.1 billion.

Source · Based on the filing body and exhibits

GAAP Gross Margin 72.4%, Diluted Earnings Per Share $1.08

The company said GAAP gross margin for the quarter was 72.4% and GAAP diluted earnings per share was $1.08. GAAP net income was $26,422 million.

Source · Based on the filing body and exhibits

H20: No China Customer Sales, $180 million Inventory Release

NVIDIA said there were no H20 sales to China-based customers in Q2. The company added that a $180 million release of previously reserved H20 inventory resulted from approximately $650 million in unrestricted H20 sales to a customer outside of China.

Source · Based on the filing body and exhibits

Q3 Outlook Revenue $54.0 billion, Plus or Minus 2%

The company said it expects revenue for Q3 of fiscal 2026 to be $54.0 billion, plus or minus 2%. NVIDIA said the outlook does not assume any H20 shipments to China.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.