NVIDIA Q4'25 Earnings

NVIDIA Q4'25 Earnings Highlights:

🔹 Adj. EPS: $0.89 (Est. $0.84) -> UP +71% YoY
🔹 Revenue: $39.3B (Est. $38.3B) -> UP +78% YoY
🔹 Oper. Income: $25.52B ->UP +73% YoY
🔹 Gross Margin: 73.5% (Est. 73.5%)

Q1'26 Guidance:
🔹 Revenue: $43.0B ± 2% (Est. $42.3B)
🔹 Adj. Gross Margin: 71.0% ± 0.5% (Est. 72.1%) 🔴
🔹 Adj. Operating Expenses: $3.6B

Q4'25 Segment Performance:
🔹 Data Center Revenue: $35.6B (Est. $34.1B) -> UP +93% YoY
🔹 Gaming Revenue: $2.5B (Est. $3.2B) ->  DOWN -11% YoY
🔹 Professional Visualization Revenue: $511M (Est. $486M) -> UP +10% YoY
🔹 Automotive Revenue: $570M (Est. $449M) -> UP +103% YoY

Announcements & Strategic Updates:
🔸 Quarterly Dividend: $0.01/share, payable April 2, 2025
🔸 Blackwell AI supercomputers achieved billions in sales in first quarter
🔸 Key partnerships with AWS, Google Cloud, Microsoft Azure, Toyota, and Hyundai for AI and automotive solutions

Management Commentary:
🔸 CEO Jensen Huang: "Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter."
🔸 CEO Jensen Huang: "AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries."