Nvidia on Wednesday, February 26, published information about its earnings for the fourth fiscal quarter, which exceeded Wall Street’s preliminary expectations.
The mentioned company also provided strong guidance. All the information released by the firm on Wednesday demonstrates its confidence in its ability to continue its historic growth driven by artificial intelligence.
Nvidia’s revenue for the fourth fiscal quarter, which ended on January 26, was recorded at the $39.3 billion mark. This indicator showed an increase of 78% year-on-year. Also, the mentioned revenue rose by 12% compared to the figure for the previous fiscal quarter. At the same time, the consensus forecast of analysts surveyed by LSEG predicted that the mentioned indicator would be fixed at the $38.05 billion mark.
Adjusted earnings per share were $0.89. The consensus forecast of analysts surveyed by LSEG predicted that this indicator would be fixed at the $0.84 mark.
Nvidia’s revenue for the entire fiscal year 2025 was $130.5 billion. This indicator increased by 114% year-on-year.
The company expects its revenue for the current fiscal quarter to be fixed at about $43 billion mark, plus or minus 2%. At the same time, the consensus forecast of analysts surveyed by LSEG predicted that the mentioned figure would be $41.78 billion.
The company’s revenue expectations for the current fiscal quarter foresee an increase in the corresponding indicator of approximately 65% year-on-year. It is worth noting that in this case, there is a weakening of the upward dynamic. In the first quarter of fiscal 2025, the company’s revenue increased by 262% year-on-year.
Nvidia chief financial officer Colette Kress said that the firm expects significant sales growth for Blackwell in the current fiscal quarter. The mentioned product is a next-generation artificial intelligence chip.
It is worth noting that Nvidia is one of the main beneficiaries of the so-called machine intelligence boom. Last year, the company’s market capitalization crossed the historical mark of $3 trillion. Nvidia develops advanced chips that are necessary for training and ensuring the subsequent operation of artificial intelligence systems.
It is also worth noting that against the background of the active development of AI, the issue of cybersecurity has become more relevant. Scammers also have access to artificial intelligence tools. Personal awareness of users is important to counteract the relevant threat. For example, an Internet search query such as how to know if my camera is hacked will allow anyone to get information about signs of unauthorized access to the device.
Nvidia’s net income for the fourth fiscal quarter was recorded at the $22.09 billion mark. This indicator showed an increase of 80% year-on-year.
Nvidia also reported a 73% gross margin for the mentioned period. This indicator decreased by three points year-on-year.
The company’s revenue continues to show growth primarily due to the boom in artificial intelligence. In 2025, according to media reports, the focus will be on how quickly the company will be able to ship machine intelligence processors of the Blackwell model. The firm said that in the fourth fiscal quarter, the mentioned product generated revenue of $11 billion. Nvidia chief executive officer Jensen Huang said the demand for Blackwell is amazing.
The company’s data center business revenue for the fourth fiscal quarter was recorded at the $35.6 billion mark. This indicator showed an increase of 93% year-on-year. Compared to the reading in the previous quarter, the revenue of the mentioned Nvidia business segment grew by 16%. For the entire fiscal year 2025, the specified segment earned $115.2 billion. This indicator increased by 142% year-on-year. StreetAccount expectations predicted that the mentioned revenue for the fourth fiscal quarter would be $33.65 billion.
Nvidia officials informed investors that previously the company’s chips were used to develop or train artificial intelligence, and new microcircuits such as Blackwell will be applied to deliver AI software, a process often called inference.
Colette Kress also addressed investor concerns that efficient machine intelligence models such as Deepseek’s R1 can limit the need for additional Nvidia chips. According to her, new ways of running artificial intelligence models that ask the AI to generate additional information to think through responses could require as much as 100 times the amount of the company’s microcircuits.
