NVDA Fiscal 2026 Q1 Earnings

[crosfan]

NVDA Fiscal 2025 Q1 Earnings

Earnings per share (EPS): $0.96 vs. $0.93 expected
Net income increased 26% to $18.8 billion, or 76 cents per share, from $14.9 billion, or 60 cents per share a year earlier.

Revenue: $44.06 billion vs. $43.31 billion expected
Revenue rose 69% from $26 billion a year earlier
Sales in the company’s data center division, which includes AI chips and related parts, grew 73% to $39.1 billion y/y, accounting for 88% of total revenue.

Others:
Gross margin: 61% vs. 71% expected (71.3% if not for the China-related charge)

Large cloud providers made up just under half of the data center unit’s revenue

Networking products sales: $5 billion in sales, which are used to connect scores of Nvidia chips for AI research

Gaming division: 42% to $3.8 billion y/y, which includes its chips for playing 3D games

Automotive and robotics division: 72% to $567 million, attributed the rise to additional sales of its chips and software for self-driving cars.

Professional visualization business: 19% to $509 million, which is comprised of chips for 3D design, as well as the company’s recently released DGX Spark and DGX Station desktops for AI

Buy back: $14.1 billion during the quarter

Q2 Earnings Forecast
Sales: $45 billion vs $45.9 billion expected
$8 billion higher except for lost sales from China
$4.5 billion in charges related to excess inventory for the chip, and would have recorded $2.5 billion in extra sales if the chip hadn’t been restricted