Name: Nvidia beats on revenue and earnings, data center revenue beats
Uploaded: 2025-02-27T08:14:46.000Z
Duration: 3 min 16 s
Description: Thousands of YouTube videos with English-Chinese subtitles! Now you can learn to understand native speakers, expand your vocabulary, and improve your pronunciation...

I'll just start with the top and bottom line.

Past simple

We're seeing 89 cents adjusted for earnings per share that is 5 cents higher than what the street anticipated, up 82% from a year ago, so it is decelerating, but still higher.

Future simple

On revenues of $39.3 billion, that is higher than the street anticipated, and I'm also seeing data center revenue coming in at 35.6 billion, the street was anticipating 33, so also a slight beat, we'll go back to you with the guidance.

All right, Christina Parthenavalis, thank you.

Stephanie Link, want to get your reaction to this with a beat on the top and bottom lines, and it looks like data center revenue beat as well and the stock spiking about 3 and a half percent right now.

I think there was expectation that revenue was going to beat.

But data center, I think it's all driven by the data center.

Um when you have uh the street that was looking for 34.1 uh billion.

That would be up 11% sequentially and then the number was uh better than expected at 35.6, so that's up 12% sequentially, that should be good, good enough.

But I think at the end of the day, we just have to hear the conference call.

I think this is the most anticipated conference call uh of the season, of the earning season.

Uh because we want to hear more details about Deep Seek.

We want to hear more about Blackwell and the capacity supply issues and that sort of thing.

And then of course, uh want to hear what they have to say about the data center build out in general from Microsoft to meta to all the the big the the big names uh where all the capx is going.

So um I think we have to wait for the call, unfortunately.

Yeah, and even beyond the call, of course, Jensen Wong's going to be with us on CNBC after he talks to analysts for even more detail.

Pat Morehead, um no no big surprises here.

It looks like beats pretty much across the board.

But we we have to dig more into the margins and of course you want to hear about Blackwell, right?

That's absolutely right, you know, I did expect a double beat uh and maybe that wasn't too hard to figure out, but I know there are a lot of bears out there that question about uh everything that I want to know uh is in the CFO commentary and on the call, right?

We need to understand details about the Blackwell roll out, uh supply chain clarity.

I would love for Jensen to come out and be very direct on Deep Seek.

I've been on your show before saying Deep Seek.

commentary from Jensen Wong in the release as well.

I know we're going back to Christina Parthenavalis right now for more from these results, Christina.

Well, just to your point that bullish commentary, he said quote, we've successfully ramped up the massive scale production of Black.

details on more than as far as uh is concerned.

But I think the reaction here is the stock's up a little bit.

What we've seen with Nvidia since last summer is multiple rallies ending on a positive day and then an intraday reversal indicating investors selling into strength.

So I think the real key that'll be watching is tomorrow.

Do we see some do we see strength or do we if we do see strength in the morning, does it immediately get sold off?

And if it does, that'll just uh tell us that the stock continues to be in a distribution mode um rather than under accumulation.