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NVIDIA (NVDA) investor relations material
NVIDIA AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
The meeting was called to order virtually, with introductions of executive management, board members, and the independent auditor from PwC in attendance.
The agenda included a business update, proposals, voting, and a Q&A session.
Stockholders were informed of the rules of conduct, voting procedures, and the opportunity to submit questions via the online portal.
Financial performance review
FY26 revenue reached $215,938 million, a 65% increase year-over-year.
Operating income rose 60% to $130,387 million.
Diluted EPS increased 67% to $4.90 (GAAP).
Gross margin declined by 3.9 points to 71.1%.
Shareholder proposals
Seven proposals were presented: three management and four stockholder proposals.
Proposal four sought to replace super majority voting provisions with a simple majority standard, citing prior shareholder support and lack of board endorsement.
Proposal five requested evaluation and support for faith-based employee resource groups.
Proposal six called for a report on the impact and risks of DEI-related hiring and training policies.
Proposal seven urged disclosure of greenhouse gas emissions from sold products.
- Vera CPU, Nemotron 3 Ultra, Cosmos 3, and RTX Spark PCs drive the next wave of AI innovation.NVDA
GTC Taipei 2026 Keynote18 Jun 2026 - Vera Rubin launches in Q3, driving AI growth, supply resilience, and higher shareholder returns.NVDA
Bank of America 2026 Global Technology Conference4 Jun 2026 - Announced plans to return 50%+ free cash flow to shareholders and launched Vera Rubin for agentic AI.NVDA
GTC Taipei Financial Analyst Q&A2 Jun 2026 - Networking revenue up 199% to $14.9B, driven by AI factory solutions and Spectrum-X innovation.NVDA
TD Cowen's 54th Annual Technology, Media & Telecom Conference28 May 2026 - Record revenue and net income driven by AI demand, with $20B returned to shareholders.NVDA
Q1 202721 May 2026 - Board recommends voting for all directors and against key shareholder proposals at the 2026 meeting.NVDA
Proxy filing12 May 2026 - Record growth, robust governance, and maximum executive payouts drive key 2026 proxy actions.NVDA
Proxy filing12 May 2026 - Next-gen AI platforms and tools were unveiled, driving industry-wide adoption and efficiency.NVDA
GTC 2026 Keynote5 May 2026 - Vera Rubin supercomputer and open models are accelerating exponential AI transformation.NVDA
CES 2026 Keynote21 Apr 2026
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