Nvidia’s Q2 FY26 Earnings: What to Expect After Market Close 📈
Nvidia is set to announce its second-quarter fiscal 2026 results today after the market closes, with the earnings release scheduled around 1:20 p.m. PT (4:20 p.m. ET) and a conference call at 2:00 p.m. PT (5:00 p.m. ET). This report is poised to offer critical insights into AI demand and data center spending trends, potentially influencing NVDA shares in after-hours trading. Analysts and options markets anticipate a significant stock movement as investors digest updates on the Blackwell ramp, China exposure, and hyperscaler capital expenditure signals. 🖥️
Why Today’s Earnings Matter 🕒
Nvidia’s earnings will drop after U.S. markets close, with a webcast at 2:00 p.m. PT amplifying after-hours volatility tied to AI and data center narratives. Historically, Nvidia releases its earnings around 1:20 p.m. PT, followed by a detailed call, a schedule traders and investors will closely monitor. Third-party calendars confirm the Q2 FY26 earnings are set for today’s after-market window, aligning with Nvidia’s investor relations schedule. 📅
Key Metrics to Watch 📊
Investors are zeroing in on the sustainability of Nvidia’s data center revenue, which now drives the majority of its sales. Expectations are high for mid-50% year-over-year growth in Q2, following a 69% surge last quarter. The Blackwell accelerators and networking solutions are critical to maintaining this momentum. Additionally, policy dynamics, particularly around China sales and potential tax impacts, will be closely scrutinized. Options markets are pricing in an above-average stock move, reflecting uncertainty around guidance and commentary. 🌐
Earnings Timeline
Regular Market Close: 1:00 p.m. PT (4:00 p.m. ET)
Earnings Release: ~1:20 p.m. PT (4:20 p.m. ET)
Conference Call: 2:00 p.m. PT (5:00 p.m. ET)
Timeline showing the gap between market close and earnings release, followed by the call.
Real-World Trading Strategies 💹
Case Study: Hedge Fund Risk Plan
A U.S. long/short tech fund holding NVDA shares adjusted its strategy to manage risk around today’s earnings. By 12:45 p.m. PT, the fund unwound short-dated calls, added a put spread in NVDA, and hedged with an AI index future to mitigate a potential 5–7% stock swing. Post-release checkpoints were set at 1:22 p.m. PT for headline revenue/EPS and 2:17 p.m. PT during the Q&A to react to Blackwell and hyperscaler commentary. 🛡️
Retail Trader Approach
An active retail trader set conditional orders to trigger after the press release but before the call, minimizing slippage while reacting to guidance. The trader cross-checked third-party calendars to confirm the after-market timing and monitored consensus revenue estimates near the mid-$40 billions, focusing on China and Blackwell supply updates. 📱
Recent Performance Context 📉
In Q1 FY26, Nvidia reported $44.1 billion in revenue, a 69% year-over-year increase, driven by robust AI infrastructure demand. Today’s Q2 report is expected to show continued growth, though at a moderated pace compared to the triple-digit surges of 2023–2024. Hyperscalers’ ongoing AI capex and Nvidia’s dominant market share set a high bar, but shifts in supply timing, customer concentration, or China policies could sway guidance and stock valuation. 🔍
Revenue Growth Comparison
Q1 FY26 Revenue: $44.1B (69% y/y growth)
Q2 FY26 Expectation: Mid-50% y/y growth
Bar comparison of Q1 actual vs. Q2 expected growth.
How to Stay Informed 🚀
Track Nvidia’s Investor Relations page for the CFO’s written commentary, posted with the earnings release. During the 2:00 p.m. PT webcast, listen for management’s insights on order flow, product mix, and supply cadence. Set alerts for the 1:20 p.m. PT release to catch revenue and EPS headlines, then refine your strategy during the call as Blackwell and regional demand details emerge. 🔔
Frequently Asked Questions ❓
What time does Nvidia report earnings today?
Nvidia reports after the close, with the press release around 1:20 p.m. PT (4:20 p.m. ET) and the webcast at 2:00 p.m. PT (5:00 p.m. ET), according to company and media schedules.
Is Nvidia Q2 earnings confirmed for today’s after-market?
Yes, calendars list Nvidia Q2 FY26 after market on Wednesday, Aug. 27, 2025, matching Nvidia’s published investor events schedule.
What are markets watching most in Nvidia’s earnings?
Investors are focused on data center growth sustainability, Blackwell ramp progress, hyperscaler capex signals, and updates on China-related sales and taxes.
How big could the stock move after Nvidia earnings?
Options pricing suggests a larger-than-average move, potentially the biggest post-earnings swing in a year, as traders position for the event.
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