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

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

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

Other sources

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.

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

Apple

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

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

Alphabet

Microsoft

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?

Amazon

Tesla

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.

25 S&P 500 Stocks to Target Next Month

SPDR S&P 500 ETF Trust

Vanguard S&P 500 ETF

Generative AI software promises to unleash a wave of increased productivity. Veteran economist Ed Yardeni says this could launch high levels of economic and equity growth.

Top Economist Ed Yardeni Says Generative Artificial Intelligence (AI) Will Unleash a "Roaring '20s" for the Stock Market. Here's How Investors Can Profit.

Intel stock climbed Friday after its revenue forecast beat expectations but there are still concerns about competition from Nvidia and AMD for data-center chips.

Intel Stock Rises After Earnings. How Analysts See It Matching Up to Nvidia, AMD.

Applied Materials

Marvell Technology

Semiconductor stocks recently received news that bodes poorly for the sector overall: Taiwan Semiconductor Manufacturing (NYSE: TSM ) is now predicting a 10% sales slowdown in 2023. That figure was pegged at 5% only months ago.

7 Semiconductor Stocks to Buy Before the Breakout

Nvidia Corp. shares continued their rocketing 2023 ride Thursday amid further indications that Big Tech intends to spend up on artificial-intelligence products — with the maker of graphics processing units an obvious beneficiary of that activity.

Nvidia gets more good news from Big Tech, even as AI spending ‘may not lift all boats'

The introduction of ChatGPT by OpenAI on Nov. 30, 2022 has been compared to seminal events such as the detonation of the first atomic weapon, which ushered in the Atomic Age on July 16, 1945 in New Mexico. Whether artificial intelligence will take us to a Jetsonian utopia or the dystopian future of Mad Max is beyond the scope of this discussion.

A Look at AI's Magnificent 7

Alaska has ramped up its bet on Nvidia by more than 50-fold since early 2017. The state's revenue department commanded a $142 million stake in the chipmaker at the end of June.

Alaska has boosted its Nvidia bet 50-fold in recent years, giving it a $142 million stake in June

Baidu

In 2021, many investors learned a painful lesson that the time it would take to make self-driving cars a reality didn't match up to the hype. But that doesn't change the fact that the underlying technology behind autonomous driving is still sound.

3 Autonomous Driving Stocks to Buy Before Elon Musk Goes All In

Upstart Holdings

Many AI stocks have doubled, tripled, and even quadrupled in value this year. Investors may be overestimating just how much growth there will be as AI technologies are in their early innings.

News for NVIDIA Stock (NVDA)