Revenue segments as reported by the company.

Gaming

Professional Visualization

Datacenter

Auto

OEM & IP

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

SG&A

Acquisition termination cost

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Cash & Short Term Investments

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

NVIDIA

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU), Tegra Processor, and All Other. The GPU segment comprises of product brands, which aims specialized markets including GeForce for gamers; Quadro for designers; Tesla and DGX for AI data scientists and big data researchers; and GRID for cloud-based visual computing users. The Tegra Processor segment integrates an entire computer onto a single chip, and incorporates GPUs and multi-core CPUs to drive supercomputing for autonomous robots, drones, and cars, as well as for consoles and mobile gaming and entertainment devices. The All Other segment refers to the stock-based compensation expense, corporate infrastructure and support costs, acquisition-related costs, legal settlement costs, and other non-recurring charges. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in January 1993 and is headquartered in Santa Clara, CA.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

NVDA reports record data center revenue and outlines AI opportunities

NVDA's Q1 2023 earnings call showcased strong performance, particularly in data center revenue and gross margins. While the company faces challenges in supply chain support and competitive landscape, opportunities in accelerated computing and generative AI are key focus areas for future growth.

NVIDIA reports record Q2 revenue, faces regulatory challenges in China

NVIDIA's Q2 performance reflects robust revenue growth, particularly in the Data Center, Gaming, and AI segments. While facing potential regulatory challenges and supply constraints, the company's strategic partnerships and focus on accelerated computing and generative AI position it for continued success and expansion.

NVIDIA achieves record Q3 revenue, navigates export challenges for growth

NVIDIA's Q3 showcased robust performance in data center, gaming, and ProViz segments, while facing challenges from export control regulations. The company is actively pursuing opportunities in new markets and deepening collaborations to drive future growth.

NVIDIA reports steady Q4 revenue growth, eyes AI infrastructure expansion

NVIDIA delivered solid Q4 results with revenue growth across key segments, showcasing resilience and market strength.
The company faces challenges in managing rising expenses and sustaining growth momentum amidst market dynamics and technological shifts.
However, NVIDIA's strategic partnerships, innovative offerings, and outlook for future growth position it well to capitalize on expanding opportunities.
By focusing on AI infrastructure, cloud services, and cutting-edge technologies, NVIDIA remains at the forefront of driving industry transformation and innovation.

NVIDIA reports robust Q1 earnings, eyes growth in generative AI

NVIDIA's Q1 performance showcased strong revenue growth, particularly in data center and gaming segments.
The company's focus on accelerated computing, generative AI, and software offerings underpins its competitive edge.
While facing market challenges, NVIDIA is well-positioned to capitalize on opportunities in AI workloads and architecture partnerships.

NVIDIA reports record Q2 revenue, eyes growth in AI technologies

NVIDIA's Q2 performance reflects robust growth across key segments, underpinned by strong revenue, strategic partnerships, and a focus on transformative technologies.
While facing challenges like potential export regulations and fluctuating automotive revenue, NVIDIA is well-positioned to leverage opportunities in accelerated computing, AI, and software integration.
The company's emphasis on innovation, collaboration, and market expansion sets the stage for continued success, with Q3 revenue outlook and product demand indicating a positive trajectory for NVIDIA.
By navigating challenges, capitalizing on opportunities, and leveraging strengths in technology and partnerships, NVIDIA remains at the forefront of driving growth and innovation in the semiconductor industry.

NVIDIA reports record Q3 revenue, eyes data center growth

NVIDIA's Q3 performance reflects robust revenue growth across key segments, driven by strong demand and innovative product offerings.
While facing challenges from export regulations and seasonality, the company's strategic strengths in technology, partnerships, and operational efficiency position it well for future growth.
With a focus on expanding data center opportunities, advancing AI capabilities, and navigating regulatory complexities, NVIDIA is poised to capitalize on industry trends and drive continued success.

NVIDIA reports record Q4 earnings, eyes AI growth opportunities

NVIDIA's Q4 2024 was exceptional, driven by record revenue, particularly in Data Center and Gaming segments.
Despite challenges like U.S. government restrictions, NVIDIA is adapting and focusing on accelerated computing and generative AI.
The company's strong software business, collaborations, and strategic positioning in AI offer promising growth opportunities.
With a robust outlook for fiscal year 2025 and a focus on AI-centric industries, NVIDIA is poised for continued success and innovation.

NVIDIA reports record Q1 revenue, eyes sustained growth opportunities

NVIDIA's Q1 performance reflects robust revenue growth across key segments, showcasing market acceptance and strong positioning.
While facing supply constraints and future innovation challenges, NVIDIA's technology leadership and partnerships position them for sustained growth.
Opportunities in expanding sectors and advancements in chip design and networking technology offer avenues for future growth and differentiation.

NVIDIA reports record Q2 revenue, eyes growth with AI focus

NVIDIA's Q2 2025 earnings call showcased exceptional revenue growth across key segments, driven by strong Data Center and Gaming performance.
The company's focus on generative AI, accelerated computing, and upcoming Blackwell platform positions it well for future growth.
While facing margin variability and integration challenges, NVIDIA's strategic emphasis on AI technologies presents significant revenue opportunities.

Revenue

Cost of revenue

Gross profit

Operating expenses

Other

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EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

Everybody likes Nvidia (NASDAQ: NVDA ) stock now – well, maybe not literally everybody. Nvidia's position as a premier manufacturer of chips for artificial intelligence applications is notable.

Nvidia Warning: What's Behind Cathie Wood's Surprising Sale of NVDA Stock?

ExScientia Ltd

Schrodinger 

Artificial intelligence (AI) has hit the mainstream with fervor. Specifically, generative AI has gone viral with the explosion in ChatGPT users.

Here are 3 AI Drug Discovery Stocks to Put on Your Watchlist

NVDY is an actively managed fund which uses a synthetic covered call strategy to generate cash flow from NVDA's volatility. Yieldmax's funds, such as NVDY, offer high yield potential despite a long-term erosion of Net Asset Value. They first began trading in May, charge a 0.99% gross expense ratio, and their variable yield is currently averaging an annual rate of 42.8%.

NVDY: Currently Harvesting A 42.8% Yield From Nvidia's Options Market

Oracle

Palantir Technologies

As the digital age forges ahead at a breakneck speed, these top AI stock picks prove enticing for forward-thinking investors. These AI-linked equities have displayed remarkable strength and resilience this year, propelling the broader tech market upwards.

AI Watch: 3 Tech Stocks That Can Easily Double Your Money

It's different this time: The two-syllable mantra that has echoed across every boardroom and C-suite this year, whipped investors into a frenzy and sent businesses chasing their own is going to make everyone tons of money.

Will AI do to Nvidia what the dot-com boom did to Sun Microsystems? Analysts compare current hype to past ones.

Dell Technologies

Dell is announcing new validated designs with Nvidia for helping enterprises deploy Generative AI workloads into production on-premises.

Dell, Nvidia join forces for next-gen generative AI solutions

Apple

Amazon

Alphabet

Microsoft

Tesla

The Dow has gained 7.1% in 2023, and is on pace for its best performance through the first seven months of the year since 2021.

Dow's Big 6, Not the AI Winners, Were Market's Stars in July

The bulls and bears are divided over the future trajectory for Nvidia Corporation stock after the massive jump in 2023. The estimated total addressable market size in AI varies according to analysts, but we can say with a very high degree of certainty that Nvidia should be losing market share and margin. Advanced Micro Devices, Google, Meta Platforms, and other big competitors are looking to ramp up their AI chip efforts.

Nvidia: Market Share Decline In AI Seems Certain

Nvidia Corporation has soared in 2023, first due to hype - then due to incredible financial results. Management has indicated unprecedented demand with expectations for growth to persist in years to come. I was wrong here, I'll admit that. But after the large run-up, the Nvidia valuation is looking precarious.

Nvidia: Firing On All Cylinders (I Was Wrong)

Taiwan Semiconductor Manufacturing

If you still think AI is a fad or investor "hopium," you haven't read the recent Taiwan Semiconductor Manufacturing Company Limited's or Meta Platforms, Inc.'s earnings reports regarding AI hardware demand. These two reports provide a read-through for Nvidia Corporation's quarter and the rest of its fiscal year. The bottom line is Taiwan Semiconductor is nearly supply-constrained getting Nvidia chips out the door, while Meta is prioritizing AI servers and deprioritizing non-AI servers.

Nvidia AI Growth Substantiated By Taiwan Semiconductor And Meta Reports

QUALCOMM

Artificial intelligence (AI) means different things to different industries. For investors, it can be confusing and even a little suspicious, as companies are bending over backward to tout their AI capabilities to investors.

3 AI Chip Stocks That Still Have a Long Runway

Dell Technologies on Monday launched new generative artificial intelligence (GenAI) solutions in collaboration with Nvidia whose chips enable the technology behind OpenAI's ChatGPT.

Dell expands 'Project Helix' with Nvidia to provide generative AI solutions

Advanced Micro Devices

The traditionally bearish month of September is looming. Here are two August trades that are likely best sold late in the month.

Stocks This Week: Buy NVIDIA And Advanced Micro Devices

C3.ai

Artificial Intelligence (AI) has the potential to be a $15.7 trillion global economic enhancer by 2030. Wall Street and investors have a tendency to overestimate the adoption of new technology.

3 Reasons Artificial Intelligence (AI) Stocks May Be In for a Rough 2024

Disney

XPeng

Many investors brush off or ignore options trading because options are complex and misunderstood.

As Disney Leads the Week in Unusual Options Flow, NVDA, AAPL, XPEV Follow

Trending tech stocks to watch in the stock market this upcoming week.

Top Stocks To Buy Now? 3 Tech Stocks For Your List

Nvidia is developing several drug discovery platforms for use in biotech. Those platforms contribute a negligible amount of revenue at the moment.

Does Nvidia's AI for Biotech Make It a Buy?

Here is a comparison of the trailing 12-month Price-to-Sales ratios of the S&P 7.

Are Big Tech Stocks Too Expensive? 2 Of Them Are Still Cheap!

Nvidia's high-performance chips are fueling the AI industry, but pricey chips and equally costly stock may raise eyebrows. AMD, often under the radar, is making strides in AI with its own powerful chips and the game-changing Xilinx merger -- but this stock isn't exactly cheap either.

Better AI Chip Stock: AMD vs. Nvidia

Intel

Let's see if now is a good time to buy Intel or AMD stock this earnings season as the broader slowdown for chip stocks ends with the semiconductor realm boosted by artificial intelligence (AI).

Time to Buy Intel or AMD Stock as Chip Slowdown Ends?

Mobileye Global Inc

The semiconductor auto segment is being overlooked amidst the hype around AI and ChatGPT, despite its potential for significant growth. Nvidia Corporation, Qualcomm Incorporated, and Mobileye Global Inc. are the leading companies with the scale to succeed in this sector. Each company has solid strengths to satisfy the fast-evolving landscape of this sector, which is a hybrid between auto and technology.

The Race For The Auto Cockpit: Nvidia, Qualcomm, Or Mobileye?

Accenture Plc

Interactive Brokers

PayPal

Block

We have narrowed our search to five stocks with solid crypto exposure. These Are: NVDA, PYPL, SQ, ACN, IBKR.

5 Crypto Stocks in Focus After Fed's Rate Hike Reinitiation

ASML Hld

Texas Instruments

Semiconductors are increasingly crucial as our economies become more digitized and everything gets connected. These trends bode well for top semiconductor stocks as the number of chips on devices and machines increases.

3 Semiconductor Stocks You Better Be Buying on Each and Every Dip

DexCom

Paycom Software

Arch Capital

Best Buy

Broadridge Financial

Salesforce

Cintas Corp

Etsy

Keysight

Lowe's

Monolithic Power Systems

Motorola Solutions

Norwegian Cruise Line

Nasdaq

Netflix

NetApp

Insulet

Synopsys

Sysco

Take-Two Interactive Software

Subscribers to  Chart of the Week  received this commentary on Sunday, July 23.

News for NVIDIA Stock (NVDA)