Key Financial Highlights
Earnings per Share (EPS): $0.81 (beat expectations of $0.75).
Revenue: $35.1 billion (exceeding estimates of $33.09 billion).
Data Center Revenue: $30.8 billion, up 17% QoQ and 112% YoY (above the $28.84 billion forecast).
Forward Guidance and Market Response
Q4 Revenue Outlook: $37.5 billion (±2%), slightly ahead of the $37.09 billion estimate.
Market Reaction: Nvidia shares fell 2% in after-hours trading due to cautious investor sentiment despite solid results.
Key Challenges
Nvidia’s Blackwell AI chips, seen as the next big frontier, face supply constraints expected to persist into fiscal 2026, creating bottlenecks for its AI ambitions.
Relevant APIs for Deeper Insights
Earnings Transcripts API: Explore management’s comments on Q3 performance, AI growth, and supply chain challenges.
Earnings Calendar API: Track Nvidia’s future earnings announcements and compare them with peers in the semiconductor industry.
Conclusion
Nvidia’s exceptional performance underscores its dominance in AI but reveals vulnerabilities like supply constraints and tempered growth expectations. Leveraging earnings data provides a comprehensive view to navigate Nvidia’s evolving story in the AI revolution