NVIDIA Corporation Q4 FY2025 Earnings Call

· Earnings call transcript and AI-powered summary

Quarterly Performance Highlights

  • Q4 revenue reached $39.3 billion, up 12% sequentially and 78% year-on-year (compared to FY2024 Q4).
  • Fiscal 2025 full-year revenue was $130.5 billion, an increase of 114% from FY2024.
  • Data center revenue dominated results with $35.6 billion in Q4, up 16% sequentially and 93% year-on-year.
  • Blackwell architecture generated $11 billion in Q4 revenue during its launch ramp—the fastest product ramp in NVIDIA’s history.
  • Gaming revenue fell to $2.5 billion, down 22% sequentially and 11% year-on-year, primarily due to supply constraints.
  • Automotive revenue hit a record $570 million, up 27% sequentially and 103% year-on-year.
  • Professional visualization revenue was $511 million, up 5% sequentially and 10% year-on-year.

Data Center Insights

  • FY2025 data center revenue totaled $115.2 billion, more than doubling from FY2024.
  • Strong demand across training, post-training (reinforcement learning, fine-tuning), and rapidly scaling inference workloads.
  • Blackwell GPUs deliver up to 25x higher token throughput and 20x lower cost vs Hopper H100 for reasoning workloads.
  • Large cloud providers accounted for ~50% of data center revenue; CSP revenue nearly doubled year-on-year.
  • Global AI infrastructure build-outs accelerating, including major commitments in the EU and France.

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Christa: Good afternoon. My name is Christa, and I will be your conference operator today. At this time, I would like to welcome everyone to NVIDIA Corporation's Fourth Quarter Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad. And if you would like to withdraw your question, Thank you. Stewart Stecker. You may begin your conference. Thank you. Stewart Stecker: Good afternoon, everyone, and welcome to NVIDIA Corporation's conference call for the fourth quarter of fiscal 2025. With me today from NVIDIA Corporation are Jensen Huang, president and chief executive officer, and Colette Kress, executive vice president and chief financial officer. I'd like to remind you that our call is being webcast live on NVIDIA Corporation's Investor website. Webcast will be available for replay until the conference call discuss our financial results, the first quarter of fiscal 2026. The content of today's call is NVIDIA Corporation's property. It can't be reproduced or transcribed without prior written consent. During this call, we may make forward-looking statements based on current expectations, these are subject to a number of significant risks and uncertainties and our actual results may differ materially. A discussion of factors that could affect our future fina

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