NVIDIA Earnings: Key Metrics to Watch

Core Insights - The Q2 earnings cycle for 2025 is concluding with a resilient performance, as many companies have surpassed EPS and sales expectations, indicating solid growth [1] - NVIDIA's upcoming earnings release is highly anticipated due to its significant role in the AI ecosystem, with expected results likely to impact the broader market [1][6] NVIDIA Performance Metrics - Data Center sales reached $39.1 billion, marking a 73% increase from $22.5 billion in the same period last year, with a consensus estimate of $40.9 billion reflecting 55% growth from $26.3 billion [4][13] - Gaming sales are estimated at $3.8 billion, a 35% increase from $2.9 billion year-over-year, despite being a smaller segment of NVIDIA's business [8][18] - The Automotive segment, although the smallest, is the fastest-growing, with a 72% year-over-year sales growth, and an estimated revenue of $573 million, representing a 65% increase from the previous year [9][12] EPS and Sales Expectations - The Zacks Consensus EPS estimate stands at $0.94, suggesting a 47% year-over-year growth, while expected sales of $46.0 billion reflect a 55% year-over-year growth [13][16] - Revisions for both EPS and sales have remained stable, which is a positive indicator following results from other AI-related companies [15][16] Market Outlook - The focus will be on Data Center results, but Gaming and Automotive segments are also important, with a notably bright outlook for Automotive [18] - NVIDIA's stock has gained 35% year-to-date, significantly outperforming the S&P 500's 10% increase, indicating strong market confidence [19]