NV

NVIDIA Corporation stock research

Jan 25, 2026

FY2026 Q4

NVIDIA (NVDA) Gross Margin — Quarter Ended Jan 25, 2026

Revenue and gross profit both increased from the prior quarter and from the same quarter last year, while cost of revenue rose in absolute terms. Gross margin improved relative to both prior periods, indicating that gross profit grew faster than cost of revenue.

Gross margin takeaway

Quarter ended Jan 25, 2026 · FY2026 Q4

Revenue and gross profit both increased from the prior quarter and from the same quarter last year, while cost of revenue rose in absolute terms. Gross margin improved relative to both prior periods, indicating that gross profit grew faster than cost of revenue.

  • Gross profit advanced faster than revenue, which pushed the gross margin higher. Cost of revenue increased but at a slower rate than revenue, supporting margin expansion.
  • Compared with the immediately preceding quarter, gross margin improved. Compared with the same quarter one year earlier, gross margin was also higher.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

75.0%

Gross profit

$51.1B

Revenue

$68.1B

Cost of revenue

$17.0B

Quarter-over-quarter change

+1.6 pts

Year-over-year change

+2.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Apr 27, 2025$44.1B$26.7B$17.4B60.5%
Jul 27, 2025$46.7B$33.9B$12.9B72.4%
Oct 26, 2025$57.0B$41.8B$15.2B73.4%
Jan 25, 2026$68.1B$51.1B$17.0B75.0%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Oct 26, 2025

+1.6 pts

Year-over-year change

Jan 26, 2025

+2.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Gross profit advanced faster than revenue, which pushed the gross margin higher. Cost of revenue increased but at a slower rate than revenue, supporting margin expansion.

Compared with the immediately preceding quarter, gross margin improved. Compared with the same quarter one year earlier, gross margin was also higher.

Monitor whether revenue growth continues to outpace cost of revenue growth, as that dynamic is the basis for the recent margin improvement.