NASDAQ$NVDA

NVIDIA Corporation · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Reported record quarterly revenue driven by data center growth and advancements in AI technologies.

NVIDIA reported record revenue for Q1 2025, driven by strong growth in the data center segment and advancements in AI technologies. The company announced a ten-for-one stock split and a significant increase in its quarterly cash dividend.

  • Record quarterly revenue of $26.0 billion, up 262% from a year ago.
  • Record quarterly Data Center revenue of $22.6 billion, up 427% from a year ago.
  • GAAP earnings per diluted share was $5.98, up 629% from a year ago.
  • Non-GAAP earnings per diluted share was $6.12, up 461% from a year ago.

Headline financials

Total Revenue

$26B

Previous: $7.19B+262.1%
EPS

$5.98

Previous: $0.11+5386.2%
Non-GAAP Gross Margin

78.9%

No prior period
GAAP Gross Margin

78.4%

No prior period
Capital Expenditures

-$369M

No prior period
Free Cash Flow

$14.9B

Previous: $2.04B+628.4%
Net Income

$14.9B

Previous: $2.04B+628.4%
Operating Income

$16.9B

Previous: $2.14B+690.1%
Gross Profit

$20.4B

Previous: $4.65B+339.0%
Cash & Equivalents

$7.59B

Previous: $5.08B+49.4%
Total Assets

$77.1B

Previous: $44.5B+73.4%
R&D Expense

$2.71B

No prior period
Stock-Based Comp

$1.01B

Previous: $735M+37.6%

Revenue & EPS history

NVIDIA · Revenue · Quarterly

$26B

Q1 2025+262.1%vs Q1 2024
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

NVIDIA · $82.3B total across 2 segments · Q1 2027

  • Data Center
    $75.2B
  • Graphics
    $7.07B

Forward guidance

NVIDIA's outlook for the second quarter of fiscal 2025 includes revenue of $28.0 billion, plus or minus 2%. GAAP and non-GAAP gross margins are expected to be 74.8% and 75.5%, respectively, plus or minus 50 basis points. GAAP and non-GAAP operating expenses are expected to be approximately $4.0 billion and $2.8 billion, respectively. GAAP and non-GAAP other income and expense are expected to be an income of approximately $300 million, excluding gains and losses from non-affiliated investments. GAAP and non-GAAP tax rates are expected to be 17%, plus or minus 1%, excluding any discrete items.

Tailwinds

  • Revenue is expected to be $28.0 billion, plus or minus 2%.
  • GAAP gross margins are expected to be 74.8%, plus or minus 50 basis points.
  • Non-GAAP gross margins are expected to be 75.5%, plus or minus 50 basis points.
  • GAAP other income and expense are expected to be an income of approximately $300 million.
  • Non-GAAP other income and expense are expected to be an income of approximately $300 million.

Headwinds

  • GAAP operating expenses are expected to be approximately $4.0 billion.
  • Non-GAAP operating expenses are expected to be approximately $2.8 billion.
  • GAAP tax rates are expected to be 17%, plus or minus 1%, excluding any discrete items.
  • Non-GAAP tax rates are expected to be 17%, plus or minus 1%, excluding any discrete items.
  • Full-year operating expenses are expected to grow in the low-40% range.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.9%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+4.0%

Avg return

30 days after

55%

39 / 71 earnings

Positive

+25.7%

Q3 2017

Best reaction

-16.6%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-1.0%
Q4 2026-1.7%-7.9%-14.3%
Q3 2026-7.6%-4.7%-3.0%
Q2 2026+1.7%-6.0%-1.9%
Q1 2026+3.0%+4.8%+17.0%
Q4 2025-8.5%-11.6%-16.5%
Q3 2025-0.2%-7.5%-8.4%
Q2 2025-8.3%-7.0%-5.4%
Q1 2025-0.5%+11.6%+32.7%
Q4 2024+13.1%+13.9%+35.8%
Q3 2024-3.4%-5.2%-2.8%
Q2 2024+3.3%+2.6%-8.9%
Q1 2024+23.8%+26.9%+37.5%
Q4 2023+14.5%+13.8%+29.6%
Q3 2023-5.9%-8.1%-0.6%
Q2 2023+4.2%-8.0%-27.2%
Q1 2023+10.5%+16.4%+6.0%
Q4 2022-7.5%-10.8%-0.2%
Q3 2022+4.9%+5.8%-8.0%
Q2 2022+1.7%+12.8%+12.6%
Q1 2022-1.0%+3.8%+21.6%
Q4 2021-5.9%-2.1%-9.2%
Q3 2021+0.1%-2.1%-1.1%
Q2 2021-1.0%+3.7%-0.6%
Q1 2021+0.7%-2.8%+3.2%
Q4 2020+6.3%+8.8%-11.6%
Q3 2020-2.1%-0.3%+7.4%
Q2 2020+6.4%+11.9%+21.2%
Q1 2020-2.0%-2.8%-9.4%
Q4 2019+2.9%+2.5%+11.1%
Q3 2019-16.6%-24.4%-25.7%
Q2 2019-5.6%-2.2%+6.7%
Q1 2019-0.5%-4.0%+2.5%
Q4 2018+1.4%+1.7%+7.2%
Q3 2018+3.3%+2.4%-8.4%
Q2 2018-9.3%-3.0%-4.9%
Q1 2018+17.9%+24.4%+55.6%
Q4 2017-4.4%-8.3%-16.4%
Q3 2017+25.7%+23.2%+31.2%
Q2 2017+8.2%+7.0%+1.7%
Q1 2017+13.1%
Q4 2016+11.3%
Q3 2016+12.6%
Q2 2016+11.7%
Q1 2016-5.8%
Q4 2015+6.4%
Q3 2015-1.7%
Q2 2015+7.7%
Q1 2015-1.9%
Q4 2014+6.8%
Q3 2014+4.4%
Q2 2014-0.8%
Q1 2014+4.6%
Q4 2013+2.4%
Q3 2013-3.3%
Q2 2013+2.7%
Q1 2013+5.7%
Q4 2012+1.3%
Q3 2012+4.6%
Q2 2012+4.4%
Q1 2012-8.1%
Q4 2011+1.1%
Q3 2011+4.1%
Q2 2011-7.9%
Q1 2010-0.8%
Q1 2011-1.1%
Q4 2008-4.7%
Q3 2009-4.6%
Q3 2010-4.6%
Q2 2010+5.7%
Q2 2009+5.7%

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