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NVIDIA's performance and guidance both exceeded market expectations, and Jensen Huang marveled at the incredible demand for Blackwell chips.
① NVIDIA's Q4 revenue was 39.331 billion dollars, a year-on-year increase of 78%, with a Net income of 22.066 billion dollars, up 72% year-on-year, both exceeding prior Analyst expectations; ② NVIDIA expects Q1 revenue for the new fiscal year to be 43 billion dollars, higher than market expectations; ③ In the fourth quarter of fiscal year 2025, the company delivered 1 billion dollars worth of Blackwell chips; ④ After the release of the Earnings Reports, NVIDIA's stock price rose after a brief fluctuation.
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