NVIDIA (NASDAQ: NVDA) has once again stunned Wall Street with its Q4 fiscal 2025 earnings report, released after market close today at 1:00 PM PST. The chipmaking giant, led by CEO Jensen Huang, reported blockbuster financial results that exceeded expectations, cementing its dominance in the artificial intelligence (AI) hardware market.
As investors and analysts tuned into the NVIDIA earnings call at 2:00 PM PST, the focus was clear: the AI revolution is far from over, and NVIDIA remains at its forefront.
NVIDIA Stock Earnings Report
NVIDIA’s Q4 earnings for the period ending January 26, 2025, showcased explosive growth. The company posted revenue of $39.3 billion, surpassing Wall Street’s estimate of $38.16 billion. Earnings per share (EPS) came in at $0.89, beating the consensus forecast of $0.85.
This marks a 78% revenue increase year-over-year and a 12% jump from the previous quarter, driven largely by skyrocketing demand for its Blackwell chip architecture—a powerhouse in AI computing.
For the full fiscal year 2025, NVIDIA reported a staggering $130.5 billion in revenue, up 114% from the prior year, with GAAP EPS soaring 147% to $2.94. These numbers underscore NVIDIA’s pivotal role in the tech industry’s AI-driven transformation.
Following the earnings release, NVDA stock saw modest after-hours movement, dipping slightly by 1.5% after a 3.7% rally during regular trading. As of 11:26 PM PST, the NVDA stock price hovered around $130, reflecting cautious optimism amid broader market uncertainties.
Jensen Huang on NVIDIA’s AI Leadership
During the NVIDIA earnings call, Jensen Huang delivered an upbeat message to investors. “AI is advancing at light speed,” he declared, emphasizing that the “demand for Blackwell is amazing.” Huang highlighted how reasoning AI models, such as those from Chinese startup DeepSeek, are amplifying the need for NVIDIA’s cutting-edge chips.
“Increasing compute for training makes models smarter, and increasing compute for long thinking makes the answers smarter,” he added, pointing to a new “scaling law” in AI development.
Huang also teased exciting announcements for NVIDIA’s upcoming GPU Technology Conference (GTC) in March, dubbed the “AI Woodstock” by analysts. Investors are eagerly awaiting updates on the Blackwell Ultra and Vera Rubin superchip, which could further propel NVDA stock.
NVDA Earnings Breakdown
NVIDIA’s Data Center segment was the star of the show, generating $35.6 billion in Q4 revenue—up 93% year-over-year and 16% sequentially. This outperformed Wall Street’s $34.09 billion projection, fueled by robust demand from cloud providers, enterprises, and AI startups.
The company’s Consumer Internet revenue also tripled year-over-year, powered by generative AI and deep learning applications like recommender systems and agentic AI.
Looking ahead, NVIDIA forecasted $43 billion in revenue for Q1 fiscal 2026, signaling confidence in sustained growth. Colette Kress, NVIDIA’s CFO, noted that companies like xAI are adopting the GB200 chip to train next-generation AI models, such as the speculative “GROG” AI.
NVIDIA Stock Price and Market Reaction
Despite the stellar NVIDIA earnings report, NVDA after-hours trading showed a muted response, with shares slipping 1.5% to around $128. Analysts attribute this to broader market jitters, including U.S. tariff concerns under President Donald Trump and profit-taking after a volatile week.
The NASDAQ NVDA ticker had already climbed 3.7% to $130.87 in regular trading, reflecting pre-earnings optimism.
Posts on X echoed this sentiment. One user remarked, “$NVDA earnings are out: Revenue Beat: $39.33B vs. $38.05B est EPS Beat: $0.89 vs. $0.84 est Nvidia up only 1% after close Will it be enough to buoy this teetering market tomorrow?” Another praised NVIDIA’s consistency: “This shows how this company still dominates as a leader in AI.”
When Does NVIDIA Report Earnings?
For those wondering, “When is NVIDIA earnings?” or “What time is NVIDIA earnings call?”—the company traditionally reports after the U.S. market close (1:00 PM PST) on the last Wednesday of February, May, August, and November.
The Q4 2025 earnings call kicked off at 2:00 PM PST today, February 26, and was live-streamed on NVIDIA’s investor relations site. NVDA earnings time today aligned with expectations, giving analysts and retail investors real-time insights into the company’s trajectory.
NVIDIA News
The NVIDIA results arrive amid speculation about the sustainability of the AI boom. Critics have questioned whether competitors like DeepSeek’s R1 model could erode NVIDIA’s 90% GPU market share. Huang countered this narrative, arguing that advanced reasoning models require “100 times more computing power,” boosting demand for Blackwell chips.
Meanwhile, NVIDIA stock news today highlights its resilience. Despite a 5% year-to-date dip entering the earnings report, NVDA remains the second-most-valuable U.S. company, trailing only Apple with a $3.1 trillion market cap.
Analysts from Seeking Alpha caution that “more consolidation is required for NVDA to become a ‘Buy’ again,” citing contracting margins despite revenue beats.
NVDA Stock Earnings
As NVIDIA continues to ride the AI wave, all eyes are on its ability to maintain momentum. The company’s Q4 earnings 2025 performance reaffirms its financial strength, but NVDA stock faces headwinds from macroeconomic factors like tariff anxiety and a cooling U.S. economy. Posts on X suggest a split outlook—some see a potential rally, while others anticipate sideways trading.
For investors tracking NASDAQ NVDA financials, the PEG ratio of 1 indicates fair valuation relative to expected growth, with NVDA trading at 32 times forward earnings—below its five-year average of 40. If Blackwell demand holds and GTC delivers, the NVIDIA stock price could see fresh highs in 2025.
NVIDIA’s Q4 earnings report today is more than a financial update—it’s a testament to the company’s grip on the AI revolution. From Jensen Huang’s bold vision to record-breaking NVDA earnings live numbers, the chipmaker continues to defy skeptics.
Whether you’re monitoring NVDA after hours or pondering “When does NVIDIA report earnings next?” (hint: May 2025), one thing is clear: NVIDIA isn’t just shaping tech—it’s shaping the future.