Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'
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Zinger Key Points
  • Nvidia reported fourth-quarter revenue of $39.3 billion, up 12% quarter-over-quarter and up 78% year-over-year.
  • The company beat Street consensus estimates for Q4 revenue and earnings per share.

NVIDIA Corporation NVDA reported fourth-quarter financial results after market close Wednesday.

Here are the key highlights.

Nvidia's Key Q4 Numbers: Nvidia reported fourth-quarter revenue of $39.3 billion, up 12% quarter-over-quarter and up 78% year-over-year. The revenue total beat a Street consensus estimate of $38.05 billion according to data from Benzinga Pro.

The quarterly revenue total was a company record.

Nvidia reported fourth-quarter earnings of 89 cents per share, marking an 82% year-over-year increase and exceeding the Street consensus estimate of 84 cents per share.

"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," Nvidia CEO Jensen Huang said.

Full fiscal year revenue was $130.5 billion, a company record, up 114% year-over-year.

Read Also: Nvidia Stock ‘Quite Cheap’ Ahead Of Q4 Earnings: Analyst Says ‘Growth Story Is Intact’

Nvidia's Q4 Performance By Segment: Data center revenue was once again a company record in the fourth quarter.

Here is a look at the revenue performance by operating business segment.

SegmentRevenueYear-over-Year changeQuarter-over-Quarter change
Data Center$35.6 billion+93% +16%
Gaming & AI PC$2.5 billion-11%-22%
Professional Visualization$511 million+10%+5%
Automotive $570 million+103%+27%

What's Next: The company’s guidance for first-quarter revenue is $43.0 billion, +/—2%. According to data from Benzinga Pro, this is ahead of a street consensus estimate of $41.75 billion.

The company guides for non-GAAP gross margins to be 71% in the first quarter.

“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," Huang said.

NVDA Price Action: Nvidia stock is down 0.8% to $130.43 in after-hours trading versus a 52-week trading range of $75.61 to $153.13.

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