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To: Return to Sender who wrote (93897)	2/26/2025 4:33:21 PM
From: Return to Sender	Read Replies (3) \| Respond to of 95730

NVIDIA beats by $0.04, beats on revs; guides Q1 revs above consensus 4:25 PM ET 2/26/25 \| Briefing.com Reports Q4 (Jan) earnings of $0.89 per share, excluding non-recurring items, $0.04 better than the FactSet Consensus of $0.85; revenues rose 77.9% year/year to $39.33 bln vs the $38.1 bln FactSet Consensus.Data Center revenue for the fourth quarter was a record, up 93% from a year ago and up 16% sequentially. The strong year-on-year and sequential growth was driven by demand for our accelerated computing platform used for large language models, recommendation engines, and generative AI applications.Delivered $11.0 billion of Blackwell architecture revenue in the fourth quarter of fiscal 2025, the fastest product ramp in history. Blackwell sales were led by large cloud service providers which represented approximately 50% of our Data Center revenue.Gaming revenue for the fourth quarter was down 11% from a year ago and down 22% sequentially, due to limited supply for both Blackwell and Ada GPUs.Professional Visualization revenue for the fourth quarter was up 10% from a year ago and up 5% sequentially. These increases were driven by the continued ramp of Ada RTX GPU workstations for use cases such as generative AI-powered design, simulation, and engineering.Automotive revenue for the fourth quarter was up 103% from a year ago and up 27% sequentially. These increases were driven by sales of our self-driving platforms. Co issues upside guidance for Q1 (Apr), sees Q1 revs of $43.0 bln +/- 2%, implying $42.14-43.86 bln vs. $42.07 bln FactSet Consensus.GAAP and non-GAAP gross margins are expected to be 70.6% and 71.0%, respectively, plus or minus 50 basis points.Co added, "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. We've successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter. AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries."