NASDAQ$NVDA

NVIDIA Corporation · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

NVIDIA's Q2 2025 financial results were announced, featuring record quarterly revenue and significant growth in the Data Center segment.

NVIDIA reported record revenue of $30.0 billion for Q2 2025, a 122% increase year-over-year, driven by strong growth in the Data Center segment. GAAP EPS was $0.67, up 168% year-over-year, and non-GAAP EPS was $0.68, up 152% year-over-year.

  • Record quarterly revenue of $30.0 billion, up 122% from a year ago.
  • Record quarterly Data Center revenue of $26.3 billion, up 154% from a year ago.
  • GAAP earnings per diluted share was $0.67, up 168% from a year ago.
  • Non-GAAP earnings per diluted share was $0.68, up 152% from a year ago.

Headline financials

Total Revenue

$30B

Previous: $13.5B+122.4%
EPS

$0.67

Previous: $0.27+148.1%
Non-GAAP Gross Margin

75.7%

Previous: 71.2%+6.3%
GAAP Gross Margin

75.1%

No prior period
Capital Expenditures

-$977M

No prior period
Free Cash Flow

$16.6B

Previous: $6.19B+168.2%
Net Income

$16.6B

Previous: $6.19B+168.2%
Operating Income

$18.6B

Previous: $6.8B+174.1%
Gross Profit

$22.6B

Previous: $9.46B+138.6%
Cash & Equivalents

$8.56B

Previous: $5.78B+48.1%
Total Assets

$85.2B

Previous: $49.6B+72.0%
R&D Expense

$3.09B

No prior period
Stock-Based Comp

$1.15B

Previous: $841M+37.1%

Revenue & EPS history

NVIDIA · Revenue · Quarterly

$30B

Q2 2025+122.4%vs Q2 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 third quarter of fiscal 2025 includes revenue of $32.5 billion, plus or minus 2%, and GAAP gross margin of 74.4%, plus or minus 50 basis points.

Tailwinds

  • Revenue is expected to be $32.5 billion, plus or minus 2%.
  • GAAP gross margins are expected to be 74.4%, plus or minus 50 basis points.
  • Non-GAAP gross margins are expected to be 75.0%, plus or minus 50 basis points.
  • GAAP other income and expense are expected to be an income of approximately $350 million.
  • Non-GAAP tax rates are expected to be 17%, plus or minus 1%.

Headwinds

  • GAAP and non-GAAP operating expenses are expected to be approximately $4.3 billion and $3.0 billion, respectively.
  • Full-year operating expenses are expected to grow in the mid- to upper-40% range.
  • GAAP and non-GAAP tax rates are expected to be 17%, plus or minus 1%, excluding any discrete items.
  • Global economic conditions
  • Reliance on third parties to manufacture products

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 Q2 2025

Historical avgQ2 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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