Bridge the Gap Between Data and Strategy

Record Q3 data center revenue of $51.2 billion increased 66% year-over-year, a significant feat at NVIDIA's scale.

Revenue of $57 billion was delivered, up 62% and a record sequential revenue growth of $10 billion or 22%.

Networking business, now the largest in the world, generated revenue of $8.2 billion, up 162% year-over-year with NVLink, InfiniBand and Spectrum-X Ethernet all contributing to growth.

GAAP gross margins were 73.4% and non-GAAP gross margins was 73.6%, exceeding the company's outlook.

Gaming revenue reached $4.3 billion, up 30% year-on-year, driven by strong demand as Blackwell momentum continued.

Alphabet delivered its first ever $100 billion quarter, with revenue doubling from $50 billion five years ago.

Cloud backlog grew 46% quarter-over-quarter to $155 billion, reflecting accelerating growth driven by AI revenue.

Gemini app reached over 650 million monthly active users, with queries increasing by 3x from Q2.

YouTube maintained #1 position in U.S. streaming watch time for over two years, and its exclusive global NFL broadcast drew more than 19 million fans, setting a new record for concurrent viewers.

Net income increased 33% to $35 billion, and earnings per share increased 35% to $2.87.

Record quarterly revenue of $98.7 billion was reported, driven by strong demand across the iPhone and Services segments.

The company achieved double-digit growth in Greater China and India, reflecting continued momentum in emerging markets.

Gross margin expanded to 44.1%, representing the highest level in over a decade.

Apple Services revenue reached an all-time high, supported by increased subscriptions and App Store performance.

The company returned over $25 billion to shareholders through dividends and share repurchases during the quarter.

Microsoft Cloud revenue surpassed $49 billion, up 26% year-over-year.

Commercial bookings increased 112% and 111% in constant currency and were significantly ahead of expectations, driven by Azure commitments from OpenAI as well as continued growth in the number of $100 million-plus contracts for both Azure and M365.

Operating margins increased year-over-year to 49% and were ahead of expectations with stronger-than-anticipated results and high-margin businesses this quarter.

GitHub is now home to over 180 million developers and the platform is growing at the fastest rate in its history, adding a developer every second.

Cloud migrations are accelerating, and in data and analytics, Fabric revenue grew 60%, which is faster than any other data and analytics platform in the industry.

3.5 billion people used at least one of Meta's apps every day, with Instagram reaching 3 billion monthly actives and Threads surpassing 150 million daily actives.

Q3 total Family of Apps revenue was $50.8 billion, up 26% year-over-year, and ad revenue reached $50.1 billion, also up 26%.

Reels achieved an annual run rate of over $50 billion, with video time spent on Instagram up more than 30% since last year.

Meta's end-to-end AI-powered ad tools surpassed a $60 billion annual run rate, reflecting strong adoption and performance improvements.

Within Reality Labs, Q3 revenue was $470 million, up 74% year-over-year, driven by retail partners stocking Quest headsets and strong AI glasses revenue.