NVIDIA · 2025-02-26
NVIDIA (NVDA) Q4 FY2025 Earnings Release: Blackwell demand kept NVIDIA at the center of AI infrastructure spending.
NVIDIA reported fiscal Q4 2025 revenue of $39.3B.; Data Center remained the dominant growth engine.; Management emphasized Blackwell demand and production ramp.; Gross margin and supply constraints stayed central to the outlook.
NVIDIA reported fiscal Q4 2025 revenue of $39.3B.
Data Center remained the dominant growth engine.
Management emphasized Blackwell demand and production ramp.
Gross margin and supply constraints stayed central to the outlook.
Reported data
NVDA key reported figures
NVIDIA reported fiscal Q4 2025 revenue of $39.3B.
The revenue base was already enormous, so the market focused on the next platform ramp.
Data Center remained the dominant growth engine.
The stock was trading the durability of AI capex, not gaming seasonality.
Management emphasized Blackwell demand and production ramp.
Blackwell execution became the main bridge into FY2026 estimates.
Gross margin and supply constraints stayed central to the outlook.
The valuation needed growth plus margin resilience.
Sources