NVIDIA Posts Earnings. Wall Street Says “That’s It?”

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Investing, Business

4.3 • 3.1K Ratings

🗓️ 26 February 2026

⏱️ 22 minutes

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Summary

NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, the market reaction was “meh”. The gang breaks down NVIDIA’s earnings and investigates into some of the challenges for the future Tyler Crowe, Matt Frankel, and Jon Quast discuss: - NVIDIA’s earnings - The evolving landscape for CPUs and GPUs - The bull vs. bear look at MercadoLibre's earnings - The Trade Desk’s quarterly results Companies discussed: NVDA, AMD, GOOG, MELI, AMZN, TTD, WMT, ROKU Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Come on, you knew we were going to talk about
0:07.5	Nvidia earnings.
0:08.8	This is Motley Full Money.
0:09.8	Welcome to Motley Full Money. I'm Tyler Crow, and today I'm joined by longtime full contributors,
0:25.7	Matt Frankel and John Quast. Earnings are still the topic of the week, and some investor favorites
0:30.8	are certainly reporting. We're going to get into the results of the trade desk, and I'm going to pester
0:36.1	John and Matt about Mercado Libre's most
0:39.2	recent quarter. But first, it would be hard to be taken seriously as an investing podcast and
0:45.1	not discuss Nvidia's earnings right at the top. So we're going to get right into it here.
0:50.2	Shares are in video are down about 4% as we taped today after the company reported fourth
0:55.5	quarter and full year 2025 results. It's been a minute since we've seen Nvidia report earnings
1:02.1	that didn't blow analysts and investors away. And it looks like based on the stock market reaction,
1:08.2	that was kind of the case today. Because apparently 73% year-over-year
1:14.1	growth for revenue doesn't wow anyone anymore, John? Well, it wows this guy. I mean, look,
1:21.1	here's what wowed me. Somehow, Nvidia's growth is still accelerating. You pointed to the 73% revenue growth in its most
1:29.1	recent quarter. That's insane as it is. But next quarter, it expects around 77% growth.
1:35.6	I mean, let's just put these numbers into a little bit of more tangible, contextualized perspective
1:41.0	here. Invita for the year, it just just reported 216 billion in revenue. It added
1:47.2	85 billion in revenue compared to the previous year. There are companies that have existed for
1:52.5	decades and never reach 85 billion period. And that's what Nvidia just reported that it added
1:59.4	to revenue in a single year. It's absolutely mind-blowing.
2:03.6	That comes with $120 billion in net income on top of that. I don't know how to even say that out loud.
	...

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