NVIDIA Stock Earnings Reports
NVIDIA Earnings Calls
Release date | Feb 26, 2025 |
EPS estimate | $0.85 |
EPS actual | $0.89 |
EPS Surprise | 4.95% |
Revenue estimate | 38.101B |
Revenue actual | 39.331B |
Revenue Surprise | 3.23% |
Release date | Nov 20, 2024 |
EPS estimate | $0.750 |
EPS actual | $0.81 |
EPS Surprise | 8.00% |
Revenue estimate | 33.172B |
Revenue actual | 35.082B |
Revenue Surprise | 5.76% |
Release date | Aug 28, 2024 |
EPS estimate | $0.640 |
EPS actual | $0.680 |
EPS Surprise | 6.25% |
Revenue estimate | 28.78B |
Revenue actual | 30.04B |
Revenue Surprise | 4.38% |
Release date | May 22, 2024 |
EPS estimate | $0.560 |
EPS actual | $0.610 |
EPS Surprise | 8.93% |
Revenue estimate | 24.593B |
Revenue actual | 26.044B |
Revenue Surprise | 5.90% |
Last 4 Quarters for NVIDIA
Below you can see how NVDA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Release date | May 22, 2024 |
Fiscal end date | Apr 28, 2024 |
Price on release | $94.95 |
EPS estimate | $0.560 |
EPS actual | $0.610 |
EPS surprise | 8.93% |
Date | Price |
---|---|
May 16, 2024 | $94.36 |
May 17, 2024 | $92.48 |
May 20, 2024 | $94.78 |
May 21, 2024 | $95.39 |
May 22, 2024 | $94.95 |
May 23, 2024 | $103.80 |
May 24, 2024 | $106.47 |
May 28, 2024 | $113.90 |
May 29, 2024 | $114.83 |
4 days before | 0.625% |
4 days after | 20.94% |
On release day | 9.32% |
Change in period | 21.69% |
Release date | Aug 28, 2024 |
Fiscal end date | Jul 28, 2024 |
Price on release | $125.61 |
EPS estimate | $0.640 |
EPS actual | $0.680 |
EPS surprise | 6.25% |
Date | Price |
---|---|
Aug 22, 2024 | $123.74 |
Aug 23, 2024 | $129.37 |
Aug 26, 2024 | $126.46 |
Aug 27, 2024 | $128.30 |
Aug 28, 2024 | $125.61 |
Aug 29, 2024 | $117.59 |
Aug 30, 2024 | $119.37 |
Sep 03, 2024 | $108.00 |
Sep 04, 2024 | $106.21 |
4 days before | 1.51% |
4 days after | -15.44% |
On release day | -6.38% |
Change in period | -14.17% |
Release date | Nov 20, 2024 |
Fiscal end date | Oct 27, 2024 |
Price on release | $145.89 |
EPS estimate | $0.750 |
EPS actual | $0.81 |
EPS surprise | 8.00% |
Date | Price |
---|---|
Nov 14, 2024 | $146.76 |
Nov 15, 2024 | $141.98 |
Nov 18, 2024 | $140.15 |
Nov 19, 2024 | $147.01 |
Nov 20, 2024 | $145.89 |
Nov 21, 2024 | $146.67 |
Nov 22, 2024 | $141.95 |
Nov 25, 2024 | $136.02 |
Nov 26, 2024 | $136.92 |
4 days before | -0.593% |
4 days after | -6.15% |
On release day | 0.535% |
Change in period | -6.70% |
Release date | Feb 26, 2025 |
Fiscal end date | Jan 26, 2025 |
Price on release | $131.28 |
EPS estimate | $0.85 |
EPS actual | $0.89 |
EPS surprise | 4.95% |
Date | Price |
---|---|
Feb 20, 2025 | $140.11 |
Feb 21, 2025 | $134.40 |
Feb 24, 2025 | $130.28 |
Feb 25, 2025 | $126.63 |
Feb 26, 2025 | $131.28 |
Feb 27, 2025 | $120.15 |
Feb 28, 2025 | $124.92 |
Mar 03, 2025 | $114.06 |
Mar 04, 2025 | $115.99 |
4 days before | -6.30% |
4 days after | -11.65% |
On release day | -8.48% |
Change in period | -17.21% |
NVIDIA Earnings Call Transcript Summary of Q1 2025
Data Center Growth
Data Center revenue reached a record $22.6 billion, up 23% sequentially and 427% year-on-year, driven by strong demand for NVIDIA's Hopper GPU computing platform.
Gross Margins: GAAP gross margin expanded to 78.4%, and non-GAAP gross margin rose to 78.9%.
Business Segments Performance
- Data Center:
- Strong growth across all customer types, especially enterprise and consumer internet companies.
- Major applications in AI training and inference, with significant contributions from large cloud providers.
- Partnerships with companies like Tesla and Meta, with substantial infrastructure scaling (e.g., Tesla’s use of 35,000 H100 GPUs).
- Expectation for Sovereign AI revenues to approach the high single-digit billions in 2025.
- Gaming: Gaming revenue stood at $2.65 billion, a 8% sequential decline, but up 18% year-on-year.
- Pro Visualization (ProVis): Revenue at $427 million, down 8% sequentially, but up 45% year-on-year, driven by generative AI and Omniverse industrial digitalization.
Product Innovations
- H200 GPU: Expected to deliver nearly twice the inference performance of H100 and started shipping in Q2 2025. Significant interest exists for H200, with demand expected to surpass supply.
- Blackwell Platform: In full production, broad compatibility among existing architectures. Expected to launch in over 100 systems from various OEMs.
- New Networking Solutions: Introduction of the Spectrum-X Ethernet networking solution, optimized for AI operations, and expected to become a multibillion-dollar product line.
Dividend and Stock Split
NVIDIA announced a 10-for-1 stock split, effective June 10, 2024, and increased its dividend by 150%.
Guidance and Outlook
- For Q2, NVIDIA expects total revenue to reach $28 billion, with sequential growth across all platforms.
- Gross margins projected to be around 74.8% (GAAP) to 75.5% (non-GAAP).
Strategic Insights
- Jensen Huang highlighted the shift toward AI factories and the need for accelerated computing to drive efficiency and performance.
- Continuous product development to maintain competitive advantage against emerging technologies and potential competitors.
Conclusion
NVIDIA's strong performance across various segments continues, driven by the surging demand for AI solutions and infrastructure. The company's strategic focus on innovation and expanding its product ecosystem positions it well for future growth, despite ongoing supply constraints. Investors should closely monitor the deployment of new products like the H200 and Blackwell, along with the competitive landscape as NVIDIA navigates the fast-evolving AI market.