Evan
NVIDIA $NVDA JUST REPORTED EARNINGS

EPS of $1.05 beating expectations of $1.01🟢
Revenue of $46.7B missing expectations of $46.1B🟢 https://t.co/uca0U7J2cX
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Evan
NVIDIA $NVDA JUST REPORTED EARNINGS

EPS of $1.05 beating expectations of $1.01🟢
Revenue of $46.7B beating expectations of $46.1B🟢

Nvidia just announced a new $60 Billion share buyback program

Nvidia said next quarter it expects revenue of $54B +\- 2% above expectations of $52.1B
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App Economy Insights
$CRWD CrowdStrike Q2 FY26:

📊 ARR +20% Y/Y to $4.66B.
📈 Net new ARR $221M (+5% Q/Q).
• Revenue +21% to $1.17B ($20M beat).
• Non-GAAP EPS $0.93 ($0.10 beat).
• FY26 revenue guide ~$4.78B (unchanged).
• FY26 adjusted EPS ~$3.66 ($0.16 raise). https://t.co/7tl5fjzqGt
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App Economy Insights
$NVDA NVIDIA Data Center growth visualized. https://t.co/b1E77rzl9N
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Investing visuals
🚨 $NVDA Q2 earning are out!

• Revenue of $46.74B vs. $46.1B est.
• EPS of $1.05 vs. $1.01 est.

Q3 Guidance
• Sales $54B vs Est. $52.5B
• Gross Margins 74% vs. Est. 72%
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Kris Kashtanova
RT @icreatelife: Adobe Firefly Boards supports visual annotation of image and video 🤯

Get most control with Nano Banana + Veo 3

Annotate right inside Firefly Boards with text and use Gemini 2.5 Flash (aka Nano Banana) + Veo 3 as a video model. Both understand annotations pretty well. https://t.co/VJ7PQ2umWD
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Simplifying Stocks, CPA
$NVDA just reported earnings

- Revenue of $46.7B which grew 56%
- EPS of $1.08 which grew 61%
- There were no H20 sales to China in Q2

Q3 Revenue is expected to be $54B vs the estimates of $46B 🤯

Nvidia also approved an additional $60B in share buybacks

$NVDA -2.4% https://t.co/9jLYKmH2BP
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Evan
Nvidia $NVDA CEO Jensen Huang just said:

"The AI race is on, and Blackwell is the platform at its center." https://t.co/wVcqOJHdtF
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Dimitry Nakhla | Babylon Capital®
NVIDIA $NVDA Q2 2026 Report 🗓️

✅ REV: $46.74B (+55% YoY)
✅ EPS: $1.04 (+53% YoY)

Q2 Data Center Rev since 2021 Fiscal Year:

2021: $1.75B
2022: $2.36B (+35%)
2023: $3.80B (+61%)
2024: $10.32B (+171%)
2025: $26.27B (+154%)
2026: $41.09B (+56%) https://t.co/R4oiZ8yR8A

NVIDIA $NVDA Q2 2026 Estimates 🗓️

REV: $46.14B (+53% YoY)
EPS: $0.94 (+44% YoY)

Quarterly Data Center Rev since Q2 2021👇🏽(FiscalAI) https://t.co/Cc2oyJLYQ7 - Dimitry Nakhla | Babylon Capital®
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