LeadStory

What is expected from Nvidia's earnings report?

Asked 7 hours ago

Answer

Nvidia's earnings report is expected to show strong results, with analysts predicting beats on both revenue and EPS. However, uncertainty around China due to export bans and local competition is a major focus, with little immediate revenue expected from that region. Investors are also seeking guidance on future visibility, especially for 2026 and beyond.

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Bloomberg

Nvidia to report earnings after the bell

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  • Nvidia's earnings report is highly anticipated, with focus on its performance and outlook. 6s
  • China remains a key source of volatility for Nvidia due to trade and policy uncertainties. 21s
  • Demand for Nvidia's GPUs remains strong, driven by hyperscalers and global scaling needs. 2m 13s
  • AMD is making progress in the GPU market but still holds a small market share compared to Nvidia. 3m 53s
  • Nvidia is expected to maintain around 90% GPU market share by 2029, though its share in the broader data center compute market is lower. 4m 49s
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References

Nvidia to report earnings after the bell
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Bloomberg
8 hours ago
Nvidia to report earnings after the bell

A big focus is on China and whether it will be included in the guidance, as well as if Nvidia will beat expectations.

Nvidia to report earnings after the bell
Icon
Bloomberg
8 hours ago
Nvidia to report earnings after the bell

2025 is expected to be solid for Nvidia, but major debate centers on 2026 guidance and future visibility.

What's next for Nvidia in China
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CNBC
1 day ago
What's next for Nvidia in China

Nvidia's latest quarter is expected to show zero revenue from China after the H20 export ban, with analysts not expecting immediate revenue recovery.

AI bull run has few years of legs left to run, says Doug Clinton
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CNBC
2 days ago
AI bull run has few years of legs left to run, says Doug Clinton

Analysts expect Nvidia to beat on both revenue and EPS for this quarter.

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