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Nvidia sees Q3 revenue $54.0B plus or minus 2%, consensus $52.76B

Nvidia’s (NVDA) outlook for Q3 includes revenue of $54.0B, plus or minus 2%. The company has not assumed any H20 shipments to China in the outlook, it notes; GAAP and non-GAAP gross margins are expected to be 73.3% and 73.5%, respectively, plus or minus 50 basis points. The company continues to expect to exit the year with non-GAAP gross margins in the mid-70% range; GAAP and non-GAAP operating expenses are expected to be approximately $5.9B and $4.2B, respectively. Full year fiscal 2026 operating expense growth is expected to be in the high-30% range; GAAP and non-GAAP other income and expense are expected to be an income of approximately $500M, excluding gains and losses from non-marketable and publicly-held equity securities; GAAP and non-GAAP tax rates are expected to be 16.5%, plus or minus 1%, excluding any discrete items.

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