Name: Nvidia earnings to give markets a view of billions spent on AI
Uploaded: 2025-11-19T18:04:02.702Z
Duration: 2 min 1 s
Description: Nvidia reports its earnings after the bell on Wednesday with analysts expecting the chip behemoth to show more than 50% growth in both net income and revenue in its fiscal third quarter. Matthew Bloxham of Bloomberg Intelligence has a preview.

Nvidia reports its earnings after the bell on Wednesday with analysts expecting the chip behemoth to show more than 50% growth in both net income and revenue in its fiscal third quarter. Matthew Bloxham of Bloomberg Intelligence has a preview.

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Nvidia is preparing to announce its third-quarter earnings, with market expectations set at approximately $55 billion in revenue, representing a 57% increase from the previous year. Analysts are also anticipating guidance for fourth-quarter revenue around $62 billion, which would continue the company's strong growth momentum.

Investors are particularly interested in whether demand from enterprises and consumers will sustain Nvidia's revenue growth beyond the current hyperscale investment cycle. While Nvidia is seen as financially strong in the near term, with high gross margins and substantial expected revenue, concerns remain about the potential impact on midterm growth if end-customer demand does not materialize.

Nvidia earnings to give markets a view of billions spent on AI

just walk us through what we expect in terms of the reporting quarter and in terms of the outlook. Yes in terms of the quarter they're reporting their Q3. The market's looking for revenues of about fifty five billion dollars. So that will be up about 57 percent year on year and EPS of about one dollar twenty five one dollar twenty six. I think more importantly looking to the Q4 the outlook they'll give the markets looking for them to kind of guide to around sixty two billion dollars. So that would be on revenue. That would be up about 58 percent year on year. So kind of keeping that same momentum that they're expected to deliver for the Q3. And I guess you know beyond that the market will be looking for anything they can do to kind of provide reassurance that beyond this big hyperscale investment cycle there's natural demand coming through from cost consumers and enterprises to kind of sustain the momentum into the midterm. In terms of generating enough revenue generating enough profit to justify their investment. Nvidia is not one of those companies that worries this market. Right. I mean they're not trading at incredibly high valuations. No I think the near term not a problem at all. You know they've got like kind of up to five hundred billion dollars of kind of expected revenue over the next 12 months or so that they talked about recently. And that's kind of underpinned by the hyperscale as investment cycle. The question is if that that investment cycle doesn't get end customer demand from enterprise and consumers then that hyperscale or investment cycle will come to an end quicker than expected. And that would then become a problem for that for the midterm growth outlook for Nvidia. But for the kind of near term I think they're in a very comfortable position. Incredibly high margins 74 75 percent gross margin business. So in a strong position.

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Nvidia earnings to give markets a view of billions spent on AI

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