NVIDIA Earnings Calls

Q1 2025 Beat
$0.89 (4.95%)
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%
Q4 2024 Beat
$0.81 (8.00%)
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%
Q3 2024 Beat
$0.680 (6.25%)
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%
Q2 2024 Beat
$0.610 (8.93%)
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.

Q2 2024 Beat
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%
Q3 2024 Beat
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%
Q4 2024 Beat
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%
Q1 2025 Beat
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.

NVIDIA Earnings History

Earnings Calendar

FAQ

When is the earnings report for NVDA?
NVIDIA (NVDA) has scheduled its earnings report for May 28, 2025 after the markets close.

What is the NVDA price-to-earnings (P/E) ratio?
NVDA P/E ratio as of Apr 23, 2025 (TTM) is 32.56.

What is the NVDA EPS forecast?
The forecasted EPS (Earnings Per Share) for NVIDIA (NVDA) for the first fiscal quarter 2025 is $0.88.

What are NVIDIA's retained earnings?
On its balance sheet, NVIDIA reported retained earnings of $39.33 billion for the latest quarter ending Jan 26, 2025.

What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.

Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.

What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
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ABOUT NVIDIA CORPORATION
NVIDIA
NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company's Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; vGPU software for cloud-based visual and virtual computing; automotive platforms fo...
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