NVIDIA
- 4Q ADJ EPS 89C, EST. 84C
- 4Q ADJ REV. $39.3B, EST. $38.25B
- 4Q ADJ GROSS MARGIN 73.5%, EST. 73.5%
More:
- 4Q DATA CENTRE REVENUE $35.6B, EST. $34.09B
- SEES 1Q REVENUE $43.0B +/- 2%
More:
- Gaming rev. $2.5b, est. $3.02b
- NVDA maintains quarterly dividend at 1 cent/shr
- Ramped up massive-scale production of Blackwell AI
- Sees 1Q Adj gross margin 70.5% to 71.5%, est. 72.1%
- Networking rev. $3.02b, est. $3.51b
- Compute rev. $32.56b, est. $30.41b
- Blackwell achieving blns of dollars in sales in 1Q
The well established playbook for NVDA earnings ant ‘well established’ for no reason. Yet again, here it is:
- ahead of earning everyone need to freak out and smash the shares
- wait nervously for earnings
- get a positive surprise from earnings
Join us again next quarter for Rinse/Repeat.
Meanwhile the share price had a choppy ride, up and down 3% or so.
UPDATE – share price not looking hot.