NVIDIA's Q2 FY27 investor presentation (August 2026) — a 17-slide quarterly deck covering record revenue of $96.2 billion (up 106% year over year), Data Center split between Hyperscale and ACIE, GAAP-versus-non-GAAP margins and EPS, free cash flow and capital return, Q3 guidance, and five appendix reconciliation tables.
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NVIDIA's Q2 FY27 investor presentation (August 2026) — a 17-slide quarterly deck covering record revenue of $96.2 billion (up 106% year over year), Data Center split between Hyperscale and ACIE, GAAP-versus-non-GAAP margins and EPS, free cash flow and capital return, Q3 guidance, and five appendix reconciliation tables.
มุมมองรายละเอียดของแต่ละหน้าสไลด์ รวมถึงlayout เนื้อหาหลักและองค์ประกอบภาพ
Cover slide for NVIDIA's second quarter fiscal 2027 investor presentation, dated August 2026.
Black field with the NVIDIA logo upper left and a two-line title with date at mid-left; a large green ribboned form sweeps across the right two thirds.
Legal notice covering expectations for AI infrastructure, Blackwell and Vera Rubin products, supply and demand, financial outlook and shareholder returns; risk factors; a when-and-if-available caveat on described features; and a paragraph defining the non-GAAP measures used and pointing to the reconciliation slide.
Black slide with four justified text blocks at small size; no graphics beyond the faint background ribbon.
Revenue of $96.2 billion against $46.7 billion a year ago. Five bullets: a record ~$15 billion added sequentially with contribution across Hyperscale and ACIE; year-over-year growth accelerated for the fourth consecutive quarter; a record ~$26 billion returned to shareholders; production shipments of Vera Rubin commenced in early August with CPU, LPX and STX as new growth drivers; AI infrastructure described as becoming an investable asset class.
Five outlined bullet boxes stacked down the left half; a two-bar chart at right with value labels above each bar.
Data Center revenue split two ways: Hyperscale $48.7 billion against $24.2 billion, and AI Clouds, Industrial and Enterprise (ACIE) $40.3 billion against $16.9 billion. Takeaway: continued strong demand for the Blackwell architecture.
Two two-bar charts side by side under their own sub-headings; a full-width outlined takeaway bar beneath.
GAAP gross margin rose from 72.4% to 75.0%; non-GAAP from 72.5% to 75.0%. Takeaway: the year-on-year increase was driven by improved mix from Blackwell Ultra.
The deck's signature layout — a GAAP chart at left and a non-GAAP chart at right, identical scales, with an outlined takeaway bar spanning beneath.
GAAP operating expenses grew from $5.4 billion to $8.4 billion; non-GAAP from $5.4 billion to $8.2 billion. Takeaway: investing to address the multitude of growth opportunities ahead.
Same paired-chart layout with a takeaway bar.
GAAP diluted EPS rose from $1.08 to $2.46; non-GAAP from $1.01 to $2.22. Takeaway: record revenue and operating income drove strong EPS growth.
Same paired-chart layout; notably the GAAP figure exceeds the non-GAAP one, the reverse of the usual relationship.
Free cash flow of $21.3 billion against $13.5 billion. Capital return of $26.0 billion against $10.0 billion, split into dividends and share repurchases. Takeaway: returned a record ~$26 billion to shareholders while investing for growth.
Two chart groups side by side; the capital return bars are internally stacked with a two-item legend above; outlined takeaway bar beneath.
GAAP income statement summary: revenue $96.2B up 106%; gross margin 75.0%, up 2.6 points; operating expenses $8.4B up 55%; operating income $63.7B up 124%; net income $59.7B up 126%; diluted EPS $2.46 up 128%.
Single table with a grey header row and three columns (current quarter, year-over-year percentage, prior-year quarter); values right-aligned.
The same table on a non-GAAP basis: gross margin 75.0% up 2.5 points; operating expenses $8.2B; operating income $64.0B up 124%; net income $54.0B up 118%; diluted EPS $2.22 up 120%.
Identical table structure to the previous slide so the two read as a pair.
Guidance: revenue $108.0 billion plus or minus 2%; gross margin 74.0% plus or minus 50 basis points; operating expenses approximately $9.0 billion. Full-year fiscal 2027 non-GAAP tax rates expected between 16.0% and 18.0%. A footnote states the outlook does not assume any Data Center compute revenue from China.
Three-row table with a value column and a separate tolerance column; a centred sentence on tax rates beneath; a small italic footnote at the bottom left.
Divider opening the reconciliation section.
Black field with a two-line heading at left and a thin green bar at the far-left edge; the green ribbon render fills the right.
Matrix reconciliation for the quarter: non-GAAP gross margin $72,188M to GAAP $72,142M; operating expense $8,232M to $8,408M; operating income $63,956M to $63,734M; net income $53,954M to $59,688M; diluted EPS $2.22 to $2.46. Adjustment columns cover acquisition-related and other costs, gain/loss on equity securities, other, and tax impact.
Wide matrix table — measures down the left, one column per adjustment type, non-GAAP at the left end and GAAP at the right; two lettered footnotes define the adjustment categories.
The same matrix for the prior-year quarter: non-GAAP gross margin $33,902M to GAAP $33,853M; operating income $28,541M to $28,440M; net income $24,763M to $26,422M; diluted EPS $1.01 to $1.08. An italic note records that beginning in Q1 FY27 non-GAAP measures no longer exclude stock-based compensation expense and that historical figures have been updated on that basis.
Identical matrix structure; the methodology note sits above the lettered footnotes.
Bridges the guidance: non-GAAP gross margin 74.0% with no acquisition-related impact gives GAAP gross margin 74.0%; non-GAAP operating expenses $9.0 billion plus $0.2 billion of acquisition-related and other costs gives GAAP operating expenses $9.2 billion.
Compact two-block table with a single outlook column; an empty spacer row separates the two blocks.
Free cash flow bridged to net cash from operating activities: Q2 FY2027 free cash flow $21,341M plus purchases related to property, equipment and intangibles $(2,677)M and principal payments $(59)M gives $24,077M; the prior-year quarter bridges $13,450M to $15,365M.
Wide table with one row per period and one column per bridging item, reading left to right from free cash flow to operating cash flow.
Closing slide showing the NVIDIA logo over the green ribbon render.
Same composition as the cover without the title block.
คำถามทั่วไปเกี่ยวกับสไลด์นี้และเนื้อหาการนำเสนอพื้นฐาน
The full 17-slide NVIDIA Q2 FY27 investor presentation as both PDF and editable PowerPoint, plus a page-by-page preview. The PPTX keeps layouts, charts and tables editable so you can substitute your own figures.
Yes. It is the Q2 FY27 Quarterly Presentation that NVIDIA published on its investor relations site alongside the August 2026 results, including the forward-looking-statements slide and all five reconciliation tables.
Seventeen slides is near the floor for a complete quarterly deck, and that is what makes it a useful reference. Four paired-chart slides, two P&L tables, one guidance slide and five reconciliation tables cover the entire quarter. There are no speaker cards, no strategy section and only one divider.
The paired GAAP / non-GAAP chart slide, used four times here for gross margin, operating expenses, EPS and the segment split. Two charts on identical scales side by side, plus one outlined bar holding a single sentence of interpretation. It replaces the takeaway panel that longer decks spend a whole third of the slide on.
Because gains on equity securities are excluded from the non-GAAP figure, and in this quarter they were large and positive. The matrix reconciliation on slide 13 shows the adjustment explicitly. It is a good example of why the direction of a non-GAAP adjustment should never be assumed.
Beginning in Q1 FY27, NVIDIA's non-GAAP measures no longer exclude stock-based compensation expense, and the historical non-GAAP figures in the deck have been restated on that basis. That is why the GAAP and non-GAAP gross margins now sit within a tenth of a point of each other. Disclosing a definition change this plainly, next to the restated numbers, is the practice worth copying.
Open the PPTX and check before committing — exported investor decks often mix native PowerPoint objects with pasted images. Layouts, text, colours and shapes stay editable either way.
Pure black backgrounds, white type, and exactly two chart colours: grey for the prior-year period and NVIDIA green for the current one. Tables use a grey header row with thin white rules. The only decorative element is a green ribbon render, used on the cover, the single divider and the closing slide.
NVIDIA publishes each quarter's Quarterly Presentation, CFO Commentary and revenue-by-market slides on this page; this deck is the Q2 FY27 entry.
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