Nvidia (NVDA) This autumn EPS 89c (84c anticipated) Income $39.33bn (exp 38.25bn)

NVIDIA

• 4Q ADJ EPS 89C, EST. 84C
• 4Q ADJ REV. $39.3B, EST. $38.25B
• 4Q ADJ GROSS MARGIN 73.5%, EST. 73.5%

Extra:

• 4Q DATA CENTRE REVENUE $35.6B, EST. $34.09B
• SEES 1Q REVENUE $43.0B +/- 2%

Extra:

• Gaming rev. $2.5b, est. $three.02b
• NVDA maintains quarterly dividend at 1 cent/shr
• Ramped up massive-scale manufacturing of Blackwell AI
• Sees 1Q Adj gross margin 70.5% to 71.5%, est. 72.1%
• Networking rev. $three.02b, est. $three.51b
• Compute rev. $32.56b, est. $30.41b
• Blackwell reaching blns of in gross sales in 1Q

The nicely established playbook for NVDA earnings ant ‘nicely established’ for no cause. But once more, right here it’s:

• forward of incomes everybody have to freak out and smash the shares
• wait nervously for earnings
• get a constructive shock from earnings

Be a part of us once more subsequent quarter for Rinse/Repeat.

In the meantime the share value had a uneven trip, up and down three% or so.

UPDATE – share value not wanting scorching.

This text was written by Aaron Cutchburt at www.ubaidahsan.com.



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