NASDAQ$NVDA

NVIDIA Corporation · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

NVIDIA reported record quarterly revenue, driven by strong growth in the Data Center and Gaming segments.

NVIDIA announced record revenue for the fourth quarter of fiscal year 2024, with significant growth in Data Center and Gaming revenue. The company's GAAP earnings per diluted share and non-GAAP earnings per diluted share also saw substantial increases compared to the previous year.

  • Record quarterly revenue of $22.1 billion, up 265% year-over-year.
  • Record quarterly Data Center revenue of $18.4 billion, up 409% year-over-year.
  • GAAP earnings per diluted share was $4.93, up 765% year-over-year.
  • Non-GAAP earnings per diluted share was $5.16, up 486% year-over-year.

Headline financials

Total Revenue

$22.1B

Previous: $6.05B+265.3%
EPS (adj)

$0.52

Previous: $0.09+486.4%
Non-GAAP Gross Margin

76.7%

Previous: 66.1%+16.0%
GAAP Gross Margin

76.0%

Previous: 63.3%+20.1%
Capital Expenditures

-$254M

No prior period
Net Income

$12.3B

Previous: $1.41B+768.8%
Operating Income

$13.6B

Previous: $1.26B+983.1%
Gross Profit

$16.8B

Previous: $3.83B+338.1%
R&D Expense

$2.47B

No prior period
Stock-Based Comp

$994M

Previous: $738M+34.7%

Revenue & EPS history

NVIDIA · Revenue · Quarterly

$22.1B

Q4 2024+265.3%vs Q4 2023
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 expects revenue to be $24.0 billion, plus or minus 2%. GAAP and non-GAAP gross margins are expected to be 76.3% and 77.0%, respectively, plus or minus 50 basis points. GAAP and non-GAAP operating expenses are expected to be approximately $3.5 billion and $2.5 billion, respectively.

Tailwinds

  • Revenue is expected to be $24.0 billion, plus or minus 2%.
  • GAAP gross margin is expected to be 76.3%, plus or minus 50 basis points.
  • Non-GAAP gross margin is expected to be 77.0%, plus or minus 50 basis points.
  • GAAP other income and expense are expected to be an income of approximately $250 million.
  • Non-GAAP other income and expense are expected to be an income of approximately $250 million.

Headwinds

  • Global economic conditions
  • Reliance on third parties to manufacture, assemble, package and test our products
  • The impact of technological development and competition
  • Development of new products and technologies or enhancements to our existing product and technologies
  • Market acceptance of our products or our partners’ 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 Q4 2024

Historical avgQ4 2024

+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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