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Jan 26, 2025
NVIDIA Q4 2025 Earnings Report
NVIDIA reported record Q4 FY25 revenue, driven by strong Data Center performance.
Key Takeaways
NVIDIA delivered a record-breaking Q4 FY25 with revenue reaching $39.3 billion, up 12% sequentially and 78% year-over-year. Data Center revenue surged to $35.6 billion, a 93% YoY increase. The company achieved a GAAP net income of $22.1 billion and an operating income of $24.0 billion. Non-GAAP EPS stood at $0.89 per share, reflecting strong demand for AI computing solutions. The outlook for Q1 FY26 remains positive, with expected revenue of $43.0 billion.
Record quarterly revenue of $39.3 billion, up 78% YoY.
Data Center revenue surged to $35.6 billion, growing 93% YoY.
GAAP net income reached $22.1 billion, an 80% increase from Q4 FY24.
Strong guidance for Q1 FY26, with revenue expected at $43.0 billion.
Revenue by Segment
Forward Guidance
NVIDIA expects Q1 FY26 revenue to be approximately $43.0 billion, with strong demand for AI computing solutions continuing to drive growth. Gross margin is projected to remain above 70%, and operating expenses will rise to $5.2 billion on a GAAP basis.
Positive Outlook
- Q1 FY26 revenue projected at $43.0 billion, up from Q4 FY25.
- GAAP gross margin expected at 70.6%.
- Strong demand for AI computing and data center solutions.
- Expansion in automotive and professional visualization markets.
- Continued investment in Blackwell AI supercomputers and AI-driven solutions.
Challenges Ahead
- Gaming segment revenue declined 11% YoY.
- Increased operating expenses due to AI infrastructure investments.
- Regulatory risks related to export controls on AI chips.
- Supply chain constraints could impact production capacity.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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