BREAKING: Nvidia, $NVDA, earnings: - Revenue: $96 billion, est: $92 billion - EPS: $2.22, est: $2.09
· 330K Views
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BREAKING: Nvidia, $NVDA, earnings: - Revenue: $96 billion, est: $92 billion - EPS: $2.22, est: $2.09
· 330K Views
@unusual_whales Excellent market read. You and @notyasminee both have a talent for spotting angles that aren’t getting enough attention.
@unusual_whales $NVDA trying to head for its 5th straight red post-earnings reaction 👀 x.com/AstraInsights/status/209…
@unusual_whales solid beat on both, but with $nvda the reaction is basically a second earnings report
@unusual_whales $NVDA saving the market again x.com/TheStockUp_/status/20927…
@unusual_whales Nvidia looked at Wall Street’s expectations and said, “Aim higher.” 😂📈 Revenue: $96B vs $92B expected EPS: $2.22 vs $2.09 expected AI spending is still printing some serious numbers. 🚀
@unusual_whales $NVDA has continuously turned Wall Street forecasts upside down for the past 15 quarters. x.com/liqwhale/status/20927092…
@unusual_whales The bar isn't beating estimates anymore. The bar is making $96B look conservative.
@unusual_whales Oh oh… and so the bull market stops here and now x.com/ifeanyi04149830/status/2…
@unusual_whales Jensen be like 😂 x.com/MarketDecoded/status/209…
@unusual_whales Another strong performance. But seems that market has priced in even such double beat
@unusual_whales $NVDA practically flat.. but slightly lower on the report! x.com/RussFaigen/status/209271…
@unusual_whales Thats it? I thought earnings would be significantly higher 🤔
@unusual_whales $NVDA just casually printed another record and made the bears look silly again. Another clean beat from the AI king. 🔥
@unusual_whales Bears can’t catch a break with Jensen Solid beat across top and bottom lines x.com/5secondsofTiff/status/20…
@unusual_whales Their liabilities must have gone up. I don't have to look at the financials to know... $NVDA is paying customers to buy its chips. x.com/reasonus4/status/2092710…
@unusual_whales Strong numbers All eyes on guidance and data center demand trajectory now $NVDA x.com/Lucielibio/status/209271…
@unusual_whales Bullshit numbers… they cooked their books 📚
$NVDA printed $209.66 on a green candle and the distribution pattern stays intact. That $222.87 high five days ago is the pivot and this thing hasn't printed a full bullish candle since then, with every bounce failing at lower highs. Revenue and eps beat handily but that didn't stop the fade into the close…
@unusual_whales NVIDIA continues to beat expectations faster than analysts can raise them.
@unusual_whales Nvidia just beat estimates so hard the earnings call is gonna need a cooldown
@unusual_whales *NVIDIA: COMMITMENTS INCREASED FROM $119B LAST QUARTER TO $279B *NVIDIA: COMMITMENTS UP PRIMARILY DUE TO MEMORY PROCUREMENT x.com/Akash9913/status/2092711…
$NVDA 𝗿𝗲𝗹𝗲𝗮𝘀𝗲𝗱 𝗶𝘁𝘀 𝗤𝟮 𝗳𝗶𝘀𝗰𝗮𝗹 𝟮𝟬𝟮𝟳 𝗿𝗲𝘀𝘂𝗹𝘁𝘀. Semiconductor giant NVIDIA reported robust revenue growth, driven by surging Data Center demand and AI infrastructure buildouts. ◆ Revenue: $96,221M (+105.9% Y/Y) ◆ Gross Profit: $72,142M (+113.1% Y/Y) ◆ Operating Income: $63,734M (+124.1% Y/Y) ◆ Net Income: $59,688M (+125.9% Y/Y) ◆ EPS: $2.46 (+127.8% Y/Y) 𝗪𝗵𝗮𝘁 𝗰𝗵𝗮𝗻𝗴𝗲𝗱? ① 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗽𝗼𝘄𝗲𝗿𝗵𝗼𝘂𝘀𝗲. Revenue hit $96,221M, up 105.9% Y/Y, with Data Center segment surging 116.6% Y/Y to $89,023M. Within Data Center, Hyperscale grew 28.6% Q/Q to $48,710M, while AI Clouds, Industrial & Enterprise rose 7.9% Q/Q to $40,313M. Edge Computing added $7,198M, up 13.0% Q/Q. ② 𝗠𝗮𝗿𝗴𝗶𝗻 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝘀. Gross Margin improved to 75.0% (+3.5 pts Y/Y), driven by favorable product mix and pricing power. Operating Margin reached 66.2% (+8.9 pts Y/Y) as revenue growth outpaced opex growth (opex +55.3% Y/Y vs revenue +105.9% Y/Y). ③ 𝗕𝗼𝘁𝘁𝗼𝗺 𝗹𝗶𝗻𝗲 𝘀𝗼𝗮𝗿𝘀. Operating income jumped 124.1% Y/Y to $63,734M, with other income net of $7,773M boosting pre-tax income to $71,507M (+129.1% Y/Y). Net income rose 125.9% Y/Y to $59,688M, and diluted EPS climbed to $2.46 (+127.8% Y/Y). Full visual breakdown of the Q2 financial flow below! #NVDA #TrueGrids #FinTwit #EarningsSeason #StocksToWatch #DataViz #Sankey
@unusual_whales They beat the guess on both sales and profit. $96 billion in three months. Still a monster quarter.
@unusual_whales Everyone was expecting blowout earnings, this is going to burst the AI bubble.
@unusual_whales 96b on a 92b print is the beat people actually trade eps at 2.22 versus 2.09 just locks the same tape
4 replies whose parent comment X withheld
@AM13978371 @unusual_whales It's never enough for my nvidia bags 🎒
@ytrewq24068606 @AM13978371 @unusual_whales That’s the underlying issue. A $4B quarterly revenue beat, and a 13 cents earnings beat on wild expectations, still not enough for people
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