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Wall Street Breakfast
Nvidia tops estimates with 'mind-blowing' 80% revenue rise
NVIDIA CEO Jensen Huang said, demand for Blackwell is amazing as reasoning AI adds another scaling law. Increasing compute for training makes models smarter, and increasing compute for long thinking makes the answer smarter. CFO Colette Kress noted NVIDIA delivered $11 billion of Blackwell architecture revenue in the fourth quarter of fiscal 2025, the fastest product ramp in the company's history.
Wall Street Breakfast
Nvidia tops estimates with 'mind-blowing' 80% revenue rise
That's all for today's Wall Street Lunch. Look for links for stories in the show notes section. Don't forget, these episodes will be up with transcriptions at SeekingAlpha.com. And make sure you're getting the most out of your portfolio with quant, news, and analysis by heading to SeekingAlpha.com.
Wall Street Breakfast
Nvidia tops estimates with 'mind-blowing' 80% revenue rise
Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. Hello, today is Wednesday, February 26th, and this is a special NVIDIA earnings edition of Wall Street Lunch. Bulls can breathe again, at least for now. The market beacons were lit, and NVIDIA answered.
Wall Street Breakfast
Nvidia tops estimates with 'mind-blowing' 80% revenue rise
The AI chip giant posted fiscal fourth-quarter results and offered up guidance that were better than expected, aided in part by its Blackwell line of GPUs. That was a relief for a stock market where momentum and tech were suddenly looking vulnerable. Nvidia earned $0.89 per share on an adjusted basis as revenue surged 78.8% year-over-year to come in at $39.33 billion.
Wall Street Breakfast
Nvidia tops estimates with 'mind-blowing' 80% revenue rise
Analysts were expecting the company to earn $0.85 per share on $38.16 billion in revenue during the quarter. Data center revenue flew past expectations, coming in at $35.6 billion compared to estimates of $34.1 billion. Adjusted gross margin came in at 73.5% for the quarter in line with estimates, while it generated $15.52 billion in free cash flow.
Wall Street Breakfast
Nvidia tops estimates with 'mind-blowing' 80% revenue rise
Looking to the first quarter of fiscal 2026, NVIDIA expects to generate $43 billion in revenue, plus or minus 2%. Analysts were forecasting $42.05 billion in revenue. The stock, though, was choppy after hours, struggling to find firm direction.
Wall Street Breakfast
Nvidia tops estimates with 'mind-blowing' 80% revenue rise
Rob Izbitz, investing group leader for the SunGarden YARP portfolio, said the results lacked the positive shock value of some of last year's reports, though that suggests the stock will trade more on raw demand and supply rather than on some sort of surprise element. Seeking Alpha tech editor Chris Sciaccia put NVIDIA's numbers in perspective.