Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'

Core Insights - Nvidia reported fourth-quarter revenue of $39.3 billion, a 12% increase quarter-over-quarter and a 78% increase year-over-year, surpassing the consensus estimate of $38.05 billion, marking a company record [1][2] - The company achieved fourth-quarter earnings of 89 cents per share, an 82% year-over-year increase, exceeding the consensus estimate of 84 cents per share [2] - Full fiscal year revenue reached $130.5 billion, a record high, reflecting a 114% year-over-year increase [2] Segment Performance - Data Center revenue was $35.6 billion, showing a 93% year-over-year increase and a 16% quarter-over-quarter increase [4] - Gaming & AI PC revenue was $2.5 billion, down 11% year-over-year and down 22% quarter-over-quarter [4] - Professional Visualization revenue was $511 million, up 10% year-over-year and up 5% quarter-over-quarter [4] - Automotive revenue reached $570 million, a 103% year-over-year increase and a 27% quarter-over-quarter increase [4] Future Guidance - The company projects first-quarter revenue of $43.0 billion, with a variance of +/- 2%, exceeding the street consensus estimate of $41.75 billion [4] - Non-GAAP gross margins are expected to be 71% in the first quarter [5] - The CEO highlighted the successful ramp-up of Blackwell AI supercomputers, indicating significant sales growth in the AI sector [5]