NVIDIA Reports Record-Breaking Q4 2025

NVIDIA (NASDAQ: NVDA) reported impressive financial results for the fourth quarter of fiscal 2025, driven by strong demand for AI and data center solutions.

Financial Highlights

  • Q4 2025 revenue: $39.3 billion (+12% QoQ, +78% YoY).
  • GAAP earnings per diluted share: $0.89 (+14% QoQ, +82% YoY).
  • Non-GAAP earnings per diluted share: $0.89 (+10% QoQ, +71% YoY).
  • Fiscal year 2025 revenue: $130.5 billion (+114% YoY).
  • GAAP earnings per diluted share: $2.94 (+147% YoY).
  • Non-GAAP earnings per diluted share: $2.99 (+130% YoY).

CEO Jensen Huang’s Statement

“Demand for Blackwell AI supercomputers is surging as AI continues to scale and revolutionize industries,” said Jensen Huang, founder and CEO of NVIDIA. “We have ramped up massive-scale production and achieved billions of dollars in sales within its first quarter.”

NVIDIA will pay its next quarterly cash dividend of $0.01 per share on April 2, 2025, to all shareholders of record as of March 12, 2025.

Q1 Fiscal 2026 Outlook

  • Revenue: Expected at $43.0 billion (+/- 2%).
  • GAAP Gross Margin: 70.6% (+/- 50 basis points).
  • Non-GAAP Gross Margin: 71.0% (+/- 50 basis points).
  • GAAP Operating Expenses: Approx. $5.2 billion.
  • Non-GAAP Operating Expenses: Approx. $3.6 billion.
  • Other Income & Expenses: Expected income of $400 million, excluding equity security gains/losses.
  • Tax Rate: Estimated at 17.0% (+/- 1%).

Key Business Highlights

Data Center Growth

  • Q4 revenue: $35.6 billion (+16% QoQ, +93% YoY).
  • Full-year revenue: $115.2 billion (+142% YoY).
  • Key partnerships with AWS, Google Cloud, Microsoft Azure, and Oracle Cloud to meet growing AI demand.
  • Announced $500 billion Stargate Project partnership.
  • Cisco to integrate NVIDIA Spectrum-X into its networking solutions.
  • Over 75% of TOP500 supercomputers powered by NVIDIA.
  • Collaboration with Verizon to integrate NVIDIA AI Enterprise with private 5G networks.
  • Healthcare and AI research partnerships with IQVIA, Illumina, Mayo Clinic, and Arc Institute.
  • Expansion of AI agent and Llama Nemotron model families.
  • Opened first R&D center in Vietnam.

Gaming and AI PC

  • Q4 revenue: $2.5 billion (-22% QoQ, -11% YoY).
  • Full-year revenue: $11.4 billion (+9% YoY).
  • Launched GeForce RTX 5090 & 5080 graphics cards.
  • Introduced DLSS 4 and NVIDIA Reflex 2, reducing latency by up to 75%.
  • Expanded AI and RTX PC integration with Llama Nemotron models.

Professional Visualization

  • Q4 revenue: $511 million (+5% QoQ, +10% YoY).
  • Full-year revenue: $1.9 billion (+21% YoY).
  • Announced Project DIGITS, a personal AI supercomputer.
  • Expanded Omniverse AI integration for robotics and autonomous systems.
  • Unveiled Media2 AI-powered content creation initiative.

Automotive & Robotics

  • Q4 revenue: $570 million (+27% QoQ, +103% YoY).
  • Full-year revenue: $1.7 billion (+55% YoY).
  • Toyota to build next-gen AI-powered vehicles on NVIDIA DRIVE AGX Orin.
  • Hyundai partnership to integrate AI and robotics in manufacturing.
  • NVIDIA DriveOS received ASIL-D functional safety certification.
  • Launched Cosmos AI foundation models for robotics and autonomous vehicles.
  • Released Jetson Orin Nano Super, enhancing generative AI performance.

NVIDIA CFO Commentary

Colette Kress, EVP & CFO of NVIDIA, provided additional insights on revenue growth, AI demand, and fiscal outlook. Read the full commentary at: NVIDIA Investor Relations.

Conference Call and Webcast

NVIDIA will hold a conference call at 2 PM PT / 5 PM ET to discuss Q4 and FY 2025 results.

A live webcast and replay will be available on the NVIDIA Investor Relations website.

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