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NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2025

hist78

hist78

Well-known member
Record quarterly revenue of $39.3 billion, up 12% from Q3 and up 78% from a year ago

Record quarterly Data Center revenue of $35.6 billion, up 16% from Q3 and up 93% from a year ago

Record full-year revenue of $130.5 billion, up 114%

February 26, 2025


NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 26, 2025, of $39.3 billion, up 12% from the previous quarter and up 78% from a year ago.

For the quarter, GAAP earnings per diluted share was $0.89, up 14% from the previous quarter and up 82% from a year ago. Non-GAAP earnings per diluted share was $0.89, up 10% from the previous quarter and up 71% from a year ago.

For fiscal 2025, revenue was $130.5 billion, up 114% from a year ago. GAAP earnings per diluted share was $2.94, up 147% from a year ago. Non-GAAP earnings per diluted share was $2.99, up 130% from a year ago.

“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,” said Jensen Huang, founder and CEO of NVIDIA.

“We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter. 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.”


nvidianews.nvidia.com

NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2025

NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 26, 2025, of $39.3 billion, up 12% from the previous quarter and up 78% from a year ago.
nvidianews.nvidia.com nvidianews.nvidia.com
 
Nvidia's growth is amazing in many ways. Nvidia's revenue of $130.5 billion for its fiscal 2025 (ended January 26, 2025) is 2.46 times of Intel 2024 revenue of $53.1 billion.
 
GTC is going to be crazy this year! Jensen is climbing the ladder:

As of February 27, 2025, the world's top 20 richest people include:
  1. Elon Musk: $357.54 billion
  2. Mark Zuckerberg: $232.60 billion
  3. Jeff Bezos: $228.90 billion
  4. Larry Ellison: $211.42 billion
  5. Bernard Arnault & family: $189.27 billion
  6. Warren Buffett: $154.08 billion
  7. Larry Page: $143.48 billion
  8. Sergey Brin: $137.23 billion
  9. Amancio Ortega: $124.32 billion
  10. Steve Ballmer: $119.48 billion
  11. Jensen Huang: $114.65 billion
  12. Rob Walton & family: $114.36 billion
  13. Jim Walton & family: $113.11 billion
  14. Michael Dell: $111.88 billion
  15. Bill Gates: $108.18 billion
  16. Michael Bloomberg: $104.66 billion
  17. Mukesh Ambani: $89.03 billion
  18. Carlos Slim Helu & family: $81.67 billion
  19. David Thomson & family: $73.99 billion
  20. Charles Koch & family
 
So Nvidia's INCREASE in DCAI revenue in one quarter is more than Intels TOTAL DCAI revenue in one quarter. they have been doing this for 2 years!

The headline will read "Nvidia only added 5B to revenue in one quarter.... we were expecting a Jillion."
 
MKWVentures said:
So Nvidia's INCREASE in DCAI revenue in one quarter is more than Intels TOTAL DCAI revenue in one quarter. they have been doing this for 2 years!

The headline will read "Nvidia only added 5B to revenue in one quarter.... we were expecting a Jillion."
Click to expand...

Nvdia current quarter revenue forecast of $43 billion is only $10.1 billion less than the Intel 2024 whole year corporate revenue of $53.1 billion. The AI boom is having significant impact on how companies allocate their IT budget on products from Nvidia, Intel, and AMD.


Outlook

NVIDIA’s outlook for the first quarter of fiscal 2026 is as follows:
  • Revenue is expected to be $43.0 billion, plus or minus 2%.

  • GAAP and non-GAAP gross margins are expected to be 70.6% and 71.0%, respectively, plus or minus 50 basis points.

  • GAAP and non-GAAP operating expenses are expected to be approximately $5.2 billion and $3.6 billion, respectively.

  • GAAP and non-GAAP other income and expense are expected to be an income of approximately $400 million, excluding gains and losses from non-marketable and publicly-held equity securities.

  • GAAP and non-GAAP tax rates are expected to be 17.0%, plus or minus 1%, excluding any discrete items.
 
hist78 said:
Nvdia current quarter revenue forecast of $43 billion is only $10.1 billion less than the Intel 2024 whole year corporate revenue of $53.1 billion. The AI boom is having significant impact on how companies allocate their IT budget on products from Nvidia, Intel, and AMD.


Outlook

NVIDIA’s outlook for the first quarter of fiscal 2026 is as follows:
  • Revenue is expected to be $43.0 billion, plus or minus 2%.

  • GAAP and non-GAAP gross margins are expected to be 70.6% and 71.0%, respectively, plus or minus 50 basis points.

  • GAAP and non-GAAP operating expenses are expected to be approximately $5.2 billion and $3.6 billion, respectively.

  • GAAP and non-GAAP other income and expense are expected to be an income of approximately $400 million, excluding gains and losses from non-marketable and publicly-held equity securities.

  • GAAP and non-GAAP tax rates are expected to be 17.0%, plus or minus 1%, excluding any discrete items.
Click to expand...
Non-AI servers are still being build and selling.... Its not just reallocation.... it is additional spending..... we did a study of this using income from the major suppliers and the capex of the buyers. the cannibalization is much lower than we thought.
 
Well people thought that Deepseek was sort of a bad thing for nvidia but on the contrary. Smarter models that can think through problems will require even more hardware and that means even short-term the ai demand might increase more drastically than first anticipated.
 
Jumper said:
Well people thought that Deepseek was sort of a bad thing for nvidia but on the contrary. Smarter models that can think through problems will require even more hardware and that means even short-term the ai demand might increase more drastically than first anticipated.
Click to expand...
The concern didn't really make sense anyway. In the short-term, companies that planned to spend will continue to spend. DeepSeek certainly lowered the barrier to entry and made it easier for companies still waffling on the sidelines to jump in.
 
tedc said:
The concern didn't really make sense anyway. In the short-term, companies that planned to spend will continue to spend. DeepSeek certainly lowered the barrier to entry and made it easier for companies still waffling on the sidelines to jump in.
Click to expand...
I don't think we'll ever have enough compute if you think about it. The universe is infinitely complex and so is the mountains of data produced every day. Didn't make much sense to me too.
 
Mooredaddy said:
I don't think we'll ever have enough compute if you think about it. The universe is infinitely complex and so is the mountains of data produced every day. Didn't make much sense to me too.
Click to expand...
Yes but there are some patterns that either accelerate or decelerate the growth in short-term.
 
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