reported its Q2 fiscal year 2026 earnings on August 27, 2025, after the market closed. The company reported adjusted earnings per share (EPS) of $1.01 and revenue of $46.02 billion.
Key results and highlights from the earnings report:
- Performance:
- Revenue: $46.02 billion, a 53% increase year-over-year.
- Data Center revenue: $41.25 billion, demonstrating strong demand for its AI chips.
- Analyst expectations:
- The reported EPS of $1.01 met analyst consensus estimates.
- The revenue of $46.02 billion was slightly ahead of some consensus estimates.
- Guidance:
- For Q3 fiscal year 2026, the company issued a revenue guidance of $53 billion to $54 billion.
- Investor considerations:
- Investors were focused on whether the AI data center spending boom would continue.
- The Q3 guidance was considered particularly important for the stock's future momentum.
- The report also addressed ongoing U.S.-China trade tensions and their impact on the company's business in China.
The announcement was highly anticipated and is expected to influence the broader market, especially other AI-related stocks.
