Extremely impressive quarter from Nvidia.
Revenue grew around 100% Y/Y and profits 850%.
I cannot assess how short-term or persistent those profits are as the world tech giants scramble to secure chip supplies.
It’s interesting to see how massively profits can spike given the right conditions but i am currently not interested in an investment.
Interesting how it barely moved today after these results
Yes, probably some market participants did expect something like that and have been betting on it, but are not interested in holding the stock longterm and are now „Selling the news“.
In the last few days I have seen some questions or allegations in Twitter about NVIDIA numbers/demand being really that strong (especially their massive beat), and even some sketchy events behind those numbers and Coreweave, their biggest costumer by a lot.
I obviously have not gone into this at all, but I just wanted to share the 2 videos I have found that sum most of what I have seen, in case someone is interested.
Samantha is also not a random on Twitter, she seems to be well known, but obviously could have a motivation behind since she also has a trading company. https://twitter.com/SamanthaLaDuc?t=PUU-pwZP-dHJmyUNe_k57w&s=09
But she is also not the only one I have seem researching this.
Very interesting video of Nvidia Ceo Jensen Huang talking about the massive impact of Ai that he is seeing
Strong Nvidia earnings pushes S&P 500 to an all-time high (+1.63%).
Nvidia Q4 2023 revenue rose 265% y/y to $22.1 billion.
Net income was up 769% y/y to $12.3 billion.
Nvidia Q1 2025 revenue rose by 262% y/y to $26.04 billion, exceeding analysts estimate of $24.65 billion.
Net income was up 628% y/y to $14.88 billion while EPS of $6.12 topped estimate of $5.59.
The company is guiding Q2 revenue of $28 billion which is above analysts estimate of $26.61 billion, indicating that they don’t expect demand for AI products to slow down.
Nvidia said in the earnings call that 40% of their cloud revenue comes from large cloud providers with inferencing AI driving about 40% of data center revenue in Q1 .
‘‘We are poised for our next wave of growth,’’ CEO said.
NVIDIA Announces Financial Results for First Quarter Fiscal 2025 | NVIDIA Newsroom.
Nvidia Q2 2025 revenue rose 122% y/y to $30.04 billion, topping analysts estimate of $28.7 billion.
Net income increased by 168% y/y to $16.6 billion while diluted EPS of $0.68 topped analysts estimate of $0.64.
It’s guiding Q3 2025 revenue of $32.5 billion which is above average analysts estimate of $31.7 billion but below “buyside whisper” estimate of between $33 billion and $34 billion while full year gross margin is guided to be in the “mid-70% range", below analysts estimate of 76.4%.
“Demand for Blackwell platforms is well above supply, and we expect this to continue into next year,” CFO Colette M. Kress said in the earnings call.
Nvidia tops revenue and earnings estimates for Q3, guidance for Q4 fails to meet the more optimistic estimates
Nvidia Q3 2025 revenue rose 94% y/y to $35.08 billion, exceeding consensus analysts estimate of $33.16 billion while gross margin was 75%, down from 75.1% in Q2 .
Net income increased 109% y/y to $19.3 billion while diluted EPS came in at $0.81 versus $0.75 estimate.
It expects Q4 2025 revenue to grow 70% y/y to $37.5 billion and gross margin is expected to come in between 73.0% and 73.5%.
Nvidia shares shed 2% in extended trading due to Q4 revenue outlook that failed to meet the highest analysts estimate of $41 billion and declining gross margin as a result of the rush to get chips to customers.
Nvidia said demand for its chips remain strong.
“Both Hopper and Blackwell systems have certain supply constraints, and the demand for Blackwell is expected to exceed supply for several quarters in fiscal 2026,” CFO Kress said.