NVIDIA Corporation (NVDA)
NVIDIA Corporation (NVDA) Q2 2025 Earnings Call Transcript
NVIDIA Corporation (NASDAQ:NVDA ) Q2 2025 Earnings Conference Call August 28, 2024 5:00 PM ET Company Participants Stewart Stecker - Investor Relations Colette Kress - Executive Vice President and Chief Financial Officer Jensen Huang - President and Chief Executive Officer Conference Call Participants Vivek Arya - Bank of America Securities Toshiya Hari - Goldman Sachs Joe Moore - Morgan Stanley Matt Ramsay - TD Cowen Timothy Arcuri - UBS Stacy Rasgon - Bernstein Research Ben Reitzes - Melius C.J. Muse - Cantor Fitzgerald Aaron Rakers - Wells Fargo Operator Good afternoon.
Nvidia CEO Jensen Huang says the payback on AI spending is coming from these 3 places
Nvidia's Q3 revenue forecast was not good enough for Wall Street's raging bulls. Analysts quizzed CEO Jensen Huang on where the payback is going to come from huge AI spending.
Nvidia Q2 EPS Review: Blackwell Update, Buyback, Margins
Nvidia (NVDA) again smashed Wall Street expectations and provided a rosy outlook. Meanwhile, the delay in the company's highly-anticipated Blackwell chip seems to be a minor hiccup.
Nvidia Earnings: A Quick Summary
Nvidia, undoubtedly the most highly-awaited company for the Q2 earnings season, has finally delivered its results. Here's a quick summary.
Why Is Nvidia Stock Down After Reporting Parabolic Growth?
Nvidia delivered triple-digit growth, beating estimates on both the top and bottom lines, thanks to continuing strong demand for artificial intelligence (AI). The company's outlook was also higher than expected, but given the stock's epic run, it may not be enough.
Nvidia Q2: Stunning Networking Growth Driven By InfiniBand And Ethernet
I reiterate a “Strong Buy” rating for Nvidia Corporation with a one-year target price of $160 per share due to robust growth in data center and networking. Nvidia's data center revenue grew 154% YoY, driven by strong demand for H200, Blackwell, InfiniBand, and Ethernet for AI workloads. Nvidia's gaming segment shows stable growth with a 16.7% YoY increase, supported by high-performance RTX 40 Series GPUs and GeForce NOW platform.
Nvidia Q2 FY2025 Review: Huang Fumbles, Stock Tumbles
Nvidia Corporation's Q2 FY2025 report showed a double-beat with $30.04B in revenue and $0.68 EPS, but the narrower beat failed to prevent a post-earnings stock dip amid worrisome gross margin contraction. Despite strong growth in Data Center and other segments, Nvidia's medium-to-long-term demand and margins remain questionable due to industry cyclicality and competition. Nvidia's valuation remains high, and the stock is overvalued at $118 per share, with a 5-year expected CAGR of ~7%, below my investment hurdle rate.
Nvidia's earnings report shows the problem of being priced for perfection
Nvidia reported better-than-expected results on Wednesday and issued optimistic revenue guidance, but the gross margin showed slight slippage. The stock, up almost nine-fold since the end of 2022, slid in extended trading.
NVIDIA Beats and Raises in Q2; CRM, CRWD Beat on Earnings
The most important stock on the planet, NVIDIA (NVDA), just reported Q2 earnings after the closing bell today.
Here's What Key Metrics Tell Us About Nvidia (NVDA) Q2 Earnings
Although the revenue and EPS for Nvidia (NVDA) give a sense of how its business performed in the quarter ended July 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Cramer says a diverse portfolio can keep you in the market when stocks like Nvidia fall
After Nvidia shares tumbled, CNBC's Jim Cramer on Wednesday reminded investors that it's important to own stocks in a variety of sectors, even ones that may not presently see huge gains. Owning a diverse group of stocks helps investors stay in the market when one stock or sector takes a turn, he said.
Nvidia (NVDA) Surpasses Q2 Earnings and Revenue Estimates
Nvidia (NVDA) came out with quarterly earnings of $0.68 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.27 per share a year ago.
