Nvidia Corporation, founded in 1993, is a globally renowned technology company based in Santa Clara, California. Initially recognized for its groundbreaking graphics processing units (GPUs), Nvidia has expanded its innovation footprint into artificial intelligence (AI), data centers, automotive technology, and high-performance computing.
The company’s GPUs have become the gold standard in gaming, professional visualization, and AI training, powering everything from advanced gaming experiences to autonomous vehicles and cutting-edge research. With a commitment to pushing the boundaries of technology, Nvidia continues to lead the industry in developing solutions that address the world’s most complex challenges, solidifying its position as a pioneer in the tech landscape.
Nvidia Fiscal Q4 2025
Nvidia (NVDA) reported its financial results for the fourth quarter ended January 26, 2025, and fiscal 2025. With both earnings and revenue surpassed expectations, showing strong growth and impressive performance across the board.
Fourth Quarter Highlights:
- Revenue: $39.3 billion, an increase of 12% from the previous quarter and 78% from the same quarter last year.
- GAAP Earnings per Diluted Share: $0.89, up 14% from the previous quarter and 82% year-over-year.
- Non-GAAP Earnings per Diluted Share: $0.89, up 10% from the previous quarter and 71% year-over-year.
Fiscal 2025 Highlights:
- Revenue: $130.5 billion, up 114% from the previous year.
- GAAP Earnings per Diluted Share: $2.94, an increase of 147% from the previous year.
- Non-GAAP Earnings per Diluted Share: $2.99, up 130% from the previous year.
NVIDIA’s Progress During Q4
Data Center
- Record revenue of $35.6 billion in Q4, up 16% from the previous quarter and 93% from last year. Full-year revenue was $115.2 billion, up 142%.
- Partnered with the $500 billion Stargate Project as a key technology provider.
- Major cloud providers (AWS, CoreWeave, GCP, Azure, OCI) use NVIDIA GB200 systems.
- Collaborated with AWS for NVIDIA Cloud AI on AWS Marketplace.
- Cisco to integrate NVIDIA Spectrum-X into its network products.
- 75% of the world’s top supercomputers use NVIDIA technology.
- Working with Verizon to bring AI to private 5G networks.
- Partnerships with healthcare leaders for genomics and healthcare advancements.
- Launched new AI tools and opened a research center in Vietnam.
- Siemens Healthineers using NVIDIA’s medical imaging AI technology.
Gaming and AI PC
- Q4 Gaming revenue of $2.5 billion, down 22% from Q3 and 11% from last year. Full-year revenue increased 9% to $11.4 billion.
- Introduced GeForce RTX 50 Series graphics cards and laptops with improved performance.
- Launched RTX 5090 and 5080 graphics cards with up to 2x better performance.
- Introduced new technologies to improve gaming and PC performance.
- Launched tools to help developers create AI applications for gaming PCs.
Professional Visualization:
- Q4 revenue of $511 million, up 5% from Q3 and 10% from last year. Full-year revenue was $1.9 billion, up 21%.
- Unveiled Project DIGITS, a personal AI supercomputer.
- Expanded AI technology into fields like robotics, autonomous vehicles, and vision AI.
- Introduced Media2 for content creation and live media experiences.
Automotive and Robotics
- Q4 Automotive revenue of $570 million, up 27% from Q3 and 103% from last year. Full-year revenue grew 55% to $1.7 billion.
- Toyota to use NVIDIA technology in its next-gen vehicles.
- Partnered with Hyundai for smarter vehicles and robotics.
- NVIDIA’s autonomous driving operating system received top safety certification.
- Launched NVIDIA Cosmos platform for AI development in robotics and automotive.
- Introduced Jetson Orin Nano Super with improved AI performance.
NVIDIA is achieving significant progress across various sectors, showing strong growth and innovation.
Outlook for Fiscal Q1 2026
- Revenue: Expected around $43 billion, with a 2% margin of error.
- Gross Margins: About 70.6% for GAAP and 71.0% for non-GAAP, both with a 0.5% margin of error.
- Operating Expenses: Around $5.2 billion for GAAP and $3.6 billion for non-GAAP.
- Other Income: Expected to be about $400 million, excluding certain gains/losses.
- Tax Rates: Roughly 17%, with a 1% margin of error.
NVIDIA anticipates strong financial performance and steady growth for the next quarter.
Board Statements
Jensen Huang, founder and CEO of NVIDIA, expressed enthusiasm about the company’s advancements, particularly highlighting the success of the Blackwell AI supercomputers. He stated that the demand for Blackwell is remarkable, as reasoning AI introduces another scaling law. Increasing compute for training enhances model intelligence, and increasing compute for long thinking improves the accuracy of answers.
Also, he mentioned that they have successfully scaled up the massive production of Blackwell AI supercomputers, resulting in billions of dollars in sales during its first quarter. He highlighted that AI is progressing rapidly, with agentic AI and physical AI paving the way for the next wave of AI to revolutionize major industries.
Impact on the Stock Market
Following the release of its fourth-quarter earnings results, Nvidia’s stock rose over 1% in after-hours trading. This increase comes on top of the stock’s 3.7% rise during Wednesday’s trading session.
Despite the strong performance in the fiscal 2025 earnings reports, NVDA stock has not changed significantly due to its current price action. On the daily chart, NVDA is experiencing downward momentum and is currently within a consolidating triangle pattern. Breaking the short-term downward trendline (purple line) could lead to a rise in price towards the strong resistance zone at $152. However, if the long-term upward trendline is broken, a future decline to the support zones is anticipated.
