NVDA 季報

來源: 於 2025-08-27 13:19:18 [博客] [舊帖] [給我悄悄話] 本文已被閱讀：次
 reported its Q2 fiscal year 2026 earnings on August 27, 2025, after the market closed. The company reported adjusted earnings per share (EPS) of $1.01 and revenue of $46.02 billion. 
Key results and highlights from the earnings report:
  • Performance:
    • Revenue: $46.02 billion, a 53% increase year-over-year.
    • Data Center revenue: $41.25 billion, demonstrating strong demand for its AI chips.
  • Analyst expectations:
    • The reported EPS of $1.01 met analyst consensus estimates.
    • The revenue of $46.02 billion was slightly ahead of some consensus estimates.
  • Guidance:
    • For Q3 fiscal year 2026, the company issued a revenue guidance of $53 billion to $54 billion.
  • Investor considerations:
    • Investors were focused on whether the AI data center spending boom would continue.
    • The Q3 guidance was considered particularly important for the stock's future momentum.
    • The report also addressed ongoing U.S.-China trade tensions and their impact on the company's business in China. 
The announcement was highly anticipated and is expected to influence the broader market, especially other AI-related stocks.