Home topics news via pexels News News Nvidia’s biggest quarter yet is a day away, and Australian markets are watching closely Yajush Gupta February 25, 2026 Nvidia reports its quarterly earnings on Wednesday, and analysts say the result could shift sentiment across global and Australian markets. Here is what the numbers actually mean, reported here. What’s happening: Nvidia reports its fiscal fourth quarter 2026 earnings after the US market close on Wednesday, 25 February. It is the most anticipated corporate earnings result of the year. Why this matters: Nvidia’s result is no longer just a semiconductor update. It is a read on the health of the entire global AI investment cycle. Recent history shows the ASX moves quickly in response to Nvidia’s quarterly numbers, particularly in the tech sector. By the time Australian investors sit down on Thursday morning, Nvidia will have already delivered what is shaping up to be one of the largest single-quarter revenue results in corporate history. The company reports its fiscal fourth quarter 2026 earnings after the US market close tonight. Analysts expect earnings per share of $1.53 on revenue of approximately $65.8 billion, according to Bloomberg consensus estimates reported by Yahoo Finance . That compares to $0.89 per share and $39.3 billion in revenue for the same quarter a year ago. Nvidia’s data centre business, the engine behind the result, is projected to contribute around $60 billion of that total. Analysts at Stifel wrote ahead of tonight that they fully expect Nvidia to exceed estimates