Key Highlights

  • Nvidia (NASDAQ:NVDA) reports third-quarter fiscal 2027 results on Tuesday, November 17, 2026, for the quarter ended October 25, five days after co-founder Jensen Huang resigned as chief executive effective immediately.
  • Company guidance issued August 26, 2026 called for Revenue of USD 108.0 billion, plus or minus 2%, and a gross Margin of 74.0%, plus or minus 50 basis points.
  • Last quarter delivered revenue of USD 96.2 billion, up 106% from a year earlier, with non-GAAP Earnings of USD 2.22 a share against a USD 2.09 consensus, per published coverage.
  • Published consensus for the coming report is about USD 2.47 of earnings per share, and one estimate of USD 108.8 billion for revenue; another lower revenue figure of USD 103.5 billion may predate guidance.

November 17 Becomes the First Report of the Post-Huang Era

Nvidia (NASDAQ:NVDA) announced before the open on Thursday, November 12, 2026 that Jensen Huang had resigned as president, chief executive and director. Colette Kress, the chief financial officer since 2013, becomes interim CEO while keeping her finance duties, and Harvey Jones becomes the board's first chair. Market data showed shares down about 11.93% at USD 153.00 in pre-market, against a USD 173.73 close on November 11, while other reports put the move between roughly 9% and 12%. The regular session had not yet opened. The company will present the quarter ended October 25 on a call on November 17, with the speaker lineup not yet confirmed.

Data Center Demand and the USD 108.0 Billion Guide

The numbers set the bar. Last quarter's USD 96.2 billion of revenue was up 106% year over year, and the guide implies about USD 11.8 billion of further sequential growth, simple arithmetic on two published figures. Data Center is the engine of that growth, so investors will look for hyperscaler spending signals and order visibility. Gross margin slipped from 75.0% last quarter to a 74.0% guide, so any change in that mix matters. Published coverage also noted that China-related H200-class shipments were under 1% of last quarter's data center revenue, which keeps China a small swing factor. Advanced Micro Devices (NASDAQ:AMD) rose about 3.9% in pre-market. Broadcom (NASDAQ:AVGO) gained about 3%.

Guidance, Succession Questions and Analyst Resets

Beyond the quarter, investors will want to hear how Nvidia (NASDAQ:NVDA) frames its fourth-quarter outlook and whether any commentary touches the board's search for a permanent CEO. The release set no timetable and named no search firm. The board has said an independent investigation is under way, though it also said it had no reason to believe national security or company secrets were compromised, and Nvidia has not confirmed any compromise. Reported allegations remain unproven. KeyBanc downgraded the stock to Sector Weight, citing higher execution risk, and Bernstein cut its target from USD 400 to USD 200. Citi trimmed its target to USD 225 from USD 285. Those cuts show how quickly Leadership risk has entered estimates.

Where Things Stand

The report must show that demand and margins hold while leadership changes. Nvidia (NASDAQ:NVDA) enters November 17 with guidance of USD 108.0 billion of revenue, a USD 96.2 billion prior quarter, and an interim CEO who is also the CFO. Strong numbers would address the business, but not who leads it, and the board has set no succession timetable. Watch the data center commentary, the 74.0% gross margin guide, fourth-quarter guidance, any word on the investigation, and how shares open once the regular session starts.