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英伟达第四季度财报亮点：营收和每股收益均超预期，"对Blackwell的需求惊人"

财报速递02-27

英伟达公司(NASDAQ:NVDA)周三盘后公布了第四季度财务业绩。 以下是主要亮点。 英伟达第四季度关键数据：英伟达报告第四季度营收39.3亿美元，环比增长12%，同比增长78%。根据Benzinga Pro的数据，此次营收总额超出了市场一致预期的38.05亿美元。 这一季度营收创下了公司历史新高。 英伟达第四季度每股收益为89美分，同比增幅为82%，超出市场一致预期的84美分。 英伟达CEO黄仁勋表示：“对Blackwell的需求惊人，因为推理人工智能加入了另一个缩放定律——增加训练所需的计算量会使模型变得更智能，增加长时间思考所需的计算量会使答案变得更智能。” 全年收入为1305亿美元，这也是公司历史新高，比去年同期增长了114%。 英伟达第四季度业务部门表现：数据中心收入再次创下公司历史新高。 以下是按业务部门划分的收入表现。
数据中心：收入为356亿美元，同比增长93%，环比增长16%。
游戏和人工智能PC：收入为25亿美元，同比下降11%，环比下降22%。
专业可视化：收入为5.11亿美元，同比增长10%，环比增长5%。
汽车：收入为5.7亿美元，同比增长103%，环比增长27%。
未来展望: 公司对第一季度的收入指引为430亿美元，误差在2%左右。根据Benzinga Pro的数据，这超过了市场一致预期的417.5亿美元。 该公司预计第一季度非GAAP毛利率为71%。 黄仁勋表示：“我们已经成功大规模生产Blackwell AI超级计算机，并在第一季度实现了数十亿美元的销售额。随着agentic AI和实物AI为下一波AI革命铺路，AI正以光速前进，颠覆最大的行业。” NVDA股票走势：在盘后交易中，英伟达股价下跌0.8%，达到130.43美元，相比之下52周的交易区间为75.61美元至153.13美元。

以上内容来自Benzinga Earnings专栏，原文如下：

NVIDIA Corporation (NASDAQ:NVDA) reported fourth-quarter financial results after market close Wednesday.

Here are the key highlights.

Nvidia's Key Q4 Numbers: Nvidia reported fourth-quarter revenue of $39.3 billion, up 12% quarter-over-quarter and up 78% year-over-year. The revenue total beat a Street consensus estimate of $38.05 billion according to data from Benzinga Pro.

The quarterly revenue total was a company record.

Nvidia reported fourth-quarter earnings of 89 cents per share, marking an 82% year-over-year increase and exceeding the Street consensus estimate of 84 cents per share.

"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," Nvidia CEO Jensen Huang said.

Full fiscal year revenue was $130.5 billion, a company record, up 114% year-over-year.

Read Also: Nvidia Stock ‘Quite Cheap’ Ahead Of Q4 Earnings: Analyst Says ‘Growth Story Is Intact’

Nvidia's Q4 Performance By Segment: Data center revenue was once again a company record in the fourth quarter.

Here is a look at the revenue performance by operating business segment.

SegmentRevenueYear-over-Year changeQuarter-over-Quarter change
Data Center$35.6 billion+93% +16%
Gaming & AI PC$2.5 billion-11%-22%
Professional Visualization$511 million+10%+5%
Automotive $570 million+103%+27%

What's Next: The company’s guidance for first-quarter revenue is $43.0 billion, +/—2%. According to data from Benzinga Pro, this is ahead of a street consensus estimate of $41.75 billion.

The company guides for non-GAAP gross margins to be 71% in the first quarter.

“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," Huang said.

NVDA Price Action: Nvidia stock is down 0.8% to $130.43 in after-hours trading versus a 52-week trading range of $75.61 to $153.13.

Read Next:

  • Nvidia Stock Stumbles Into Q4 Earnings: Can It Defy NVDA Bears?

Photo: jamesonwu1972/Shutterstock.com

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