NVIDIA Corporation
Revenue
$57B
Net Income
$32B
NVIDIA Corporation
Revenue
$57B
Net Income
$32B
NVIDIA Corporation
CIK: 0001045810
Earnings Analysis
Analyzed 11 of 12 reports
Performance Summary - Q3 2025bullishraised
Financial Performance Trend
Overall Analysis & Outlook
Over the past 5 quarters, NVIDIA Corporation has been consistently bullish with multiple guidance raises. Revenue has grown 692.6% during this period. The latest quarter shows bullish sentiment with positive tone from management.
Latest Quarter Highlights:
NVIDIA delivered strong Q3 results driven by data center and AI compute platforms. Data Center revenue grew 66% year-over-year, with Blackwell architecture becoming the leading platform across customer categories. Regulatory challenges persist but do not significantly impede growth momentum.
Detailed Quarterly Reports
In-depth analysis of each quarter's earnings filing
Q3 2025
10-Q • Filed 11/19/2025
Summary
NVIDIA delivered strong Q3 results driven by data center and AI compute platforms. Data Center revenue grew 66% year-over-year, with Blackwell architecture becoming the leading platform across customer categories. Regulatory challenges persist but do not significantly impede growth momentum.
Revenue
$57.01B
Net Income
$31.91B
Guidance
Tone
Capex
$4.76B
Partnerships
Key Quotes
"Blackwell Ultra is now our leading architecture across all customer categories"
"We are increasing our U.S.-based manufacturing and investing in specialized equipment"
"The recent rise in high-quality open-source foundation models is making advanced AI capabilities broadly accessible"
Q2 2025
10-Q • Filed 8/27/2025
Summary
NVIDIA delivered exceptional Q2 results driven by accelerated computing and AI platforms, with Data Center revenue growing 56% year-over-year. The company continues to expand its Blackwell architecture and navigate complex geopolitical export regulations.
Revenue
$46.74B
Net Income
$26.42B
Guidance
Tone
Capex
$3.12B
Partnerships
Key Quotes
"We continue to ramp our Blackwell architecture, which grew 17% sequentially, including our newest architecture, Blackwell Ultra."
"We plan to increase our U.S.-based manufacturing and invest in specialized equipment and processes to support domestic production."
Q1 2025
10-Q • Filed 5/28/2025
Summary
NVIDIA reported strong Data Center and AI revenue growth of 69% YoY, driven by Blackwell architecture, but faced significant challenges from US export controls on H20 products to China, resulting in a $4.5 billion inventory charge. Future revenue and market access in China remain uncertain.
Revenue
$44.06B
Net Income
$18.77B
Guidance
Tone
Capex
$1.23B
Key Quotes
"We are still evaluating our limited options to supply Data Center compute products compliant with the USG's export control rules."
"The H20 export licensing requirements have impacted our current revenue and will also negatively affect our future revenue."
Q4 2024
10-K • Filed 2/26/2025
Summary
NVIDIA delivered exceptional financial performance in fiscal 2025, driven by strong demand for AI and accelerated computing platforms. Data Center revenue grew 162%, powered by Hopper and new Blackwell architectures. The company continues to lead in AI technology innovation.
Revenue
$-91,035.503M
Net Income
$22.09B
Guidance
Tone
Capex
$3.40B(+209% YoY)
Partnerships
Key Quotes
"Advancements in accelerated computing and generative AI models have driven increased demand for our Data Center systems"
"We continue to increase our supply and capacity purchases to support demand projections"
Q3 2024
10-Q • Filed 11/20/2024
Summary
NVIDIA delivered exceptional Q3 performance driven by strong AI and Data Center demand, with revenue up 94% YoY to $35.1B. Data Center revenue grew 112% YoY, representing approximately 88% of total revenue, fueled by generative AI and large language model applications.
Revenue
$35.08B
Net Income
$19.31B
Guidance
Tone
Capex
$2.16B
Key Quotes
"Advancements in accelerated computing and generative AI models, along with the growth in model complexity and scale, have driven increased demand for our Data Center systems"
"We have introduced a new architecture cadence of our Data Center solutions where we seek to complete a new computing architecture each year"
Q2 2024
10-Q • Filed 8/28/2024
Summary
NVIDIA delivered exceptional Q2 performance driven by strong AI and data center demand, with revenue growing 122% year-over-year. The company is positioning itself at the forefront of AI computing with its Hopper and upcoming Blackwell architectures, despite geopolitical challenges.
Revenue
$30.04B
Net Income
$16.60B
Guidance
Tone
Capex
$1.35B
Partnerships
Key Quotes
"Demand estimates for our new products, applications, and services can be incorrect and create volatility in our revenue or supply levels."
"We expect to ship several billion dollars in Blackwell revenue in the fourth quarter of fiscal year 2025."
Q1 2024
10-Q • Filed 5/29/2024
Summary
NVIDIA delivered exceptional Q1 results driven by massive AI-driven data center demand, with revenue up 262% year-over-year and net income up 628%. The company's Hopper GPU platform and AI infrastructure solutions continue to see tremendous market traction across cloud, enterprise, and consumer internet segments.
Revenue
$26.04B
Net Income
$14.88B
Guidance
Tone
Capex
$369M
Partnerships
Key Quotes
"We believe the initial demand for Blackwell is well ahead of the projected supply for this fiscal year"
"Large cloud providers continued to drive strong growth as they deploy and ramp NVIDIA AI infrastructure at scale"
Q4 2023
10-K • Filed 2/21/2024
Summary
NVIDIA delivered exceptional financial performance in fiscal year 2024, with revenue growing 126% to $60.9B and net income surging 581% to $29.8B, driven primarily by strong AI and Data Center demand.
Revenue
$22.10B
Net Income
$12.29B
Guidance
Tone
Capex
$3.50B
Partnerships
Key Quotes
"Demand for our data center systems and products surged in fiscal year 2024"
"We launched AI inference platforms that combine our full-stack inference software with NVIDIA processors optimized for generative AI"
Q3 2023
10-Q • Filed 11/21/2023
Summary
NVIDIA delivered exceptional Q3 performance, driven by explosive AI demand and Data Center growth. Revenue surged 206% YoY to $18.12B, with Data Center revenue up 279%, reflecting massive adoption of AI computing platforms.
Revenue
$18.12B
Net Income
$9.24B
Guidance
Tone
Capex
$815M
Partnerships
Key Quotes
"Demand for our data center systems and products has surged over the last three quarters and our demand visibility extends into next year."
"Strong sales of the NVIDIA HGX platform were driven by global demand for the training and inferencing of large language models, recommendation engines, and generative AI applications."
Q2 2023
10-Q • Filed 8/28/2023
Summary
NVIDIA delivered exceptional Q2 results, driven by surging demand for AI and data center computing platforms. Revenue and net income more than doubled year-over-year, with generative AI and large language models fueling unprecedented growth in the compute and networking segment.
Revenue
$13.51B
Net Income
$6.19B
Guidance
Tone
Capex
$537M
Partnerships
Key Quotes
"Demand for our data center systems and products has surged over the last two quarters and our demand visibility extends into next year"
"Strong demand for the NVIDIA HGX platform based on our Hopper and Ampere GPU architectures was primarily driven by the development of large language models and generative AI"
Q1 2023
10-Q • Filed 5/26/2023
Summary
NVIDIA delivered strong Q1 results driven by generative AI demand, particularly in Data Center segment. Despite macroeconomic challenges, the company showed resilience with 14% year-over-year growth in Compute & Networking revenue and continued investment in AI technologies.
Revenue
$7.19B
Net Income
$2.04B
Guidance
Tone
Partnerships
Key Quotes
"Growing demand for generative AI and large language models using GPUs based on our NVIDIA Hopper and Ampere architectures"
"We launched NVIDIA AI Foundations to help businesses create and operate custom large language models and generative AI models"
Sector Comparison
How NVDA performs vs Technology sector and Semiconductors peers