(NEW) NVIDIA 3rd Quarter FY25 Financial Results Livestream
Published: 2024-11-20
Status:
Analyzed
Published: 2024-11-20
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Nvidia Nim release will boost Hopper inference performance by 2.4x.
"our upcoming release of Nvidia Nim will boost Hopper inference performance by an additional 2.4x"
Pending
Nvidia's software service and support revenue is expected to exit fiscal year 2025 (by January 2025) annualizing at over $2 billion.
"overall our software service and support revenue is annualizing at 1.5 billion and we expect to exit this year annualizing at over two billion"
Pending
India's leading CSPs will have boosted Nvidia GPU deployments in the country by nearly 10x by the end of 2024.
"by year end they will have boosted Nvidia GPU deployments in the country by nearly 10x"
Pending
Nvidia anticipates sequential growth in Networking Revenue in Q4 fiscal 2025 (ending January 2025).
"networking demand is strong and growing and we anticipate sequential growth in Q4"
Pending
Nvidia's total revenue for Q4 fiscal 2025 is expected to be $37.5 billion, plus or minus 2%.
"total revenue is expected to be 37.5 billion plus or minus 2%"
Pending
Nvidia is on track to exceed its previous Blackwell revenue estimate of several billion dollars.
"we are on track to exceed our previous Blackwell Revenue estimate of several billion dollar as our visibility into Supply continues to increase"
Pending
Nvidia expects gaming revenue to decline sequentially in Q4 fiscal 2025 due to supply constraints.
"we expect fourth quarter Revenue to decline sequentially due to supply constraints"
Pending
Nvidia's Q4 fiscal 2025 GAAP gross margin is expected to be 73% and non-GAAP gross margin 73.5%, plus or minus 50 basis points.
"Gap and non-gaap gross margins are expected to be 73% and 73.5% respectively plus or minus 50 basis points"
Pending
Nvidia expects gross margins to moderate to the low 70s (around 71-72.5%) as Blackwell production ramps up.
"as Blackwell ramps we expect Ro margins to moderate to the low 70s"
Pending
Nvidia's Q4 fiscal 2025 GAAP operating expenses are expected to be approximately $4.8 billion and non-GAAP operating expenses $3.4 billion.
"Gap and non-gaap operating expenses are expected to be approximately 4.8 billion and 3.4 billion respectively"
Pending
Nvidia's Q4 fiscal 2025 GAAP and non-GAAP other income and expenses are expected to be an income of approximately $400 million, excluding gains and losses from non-affiliated investments.
"Gap and non-gaap other income and expenses are expected to be an income of approximately 400 million million excluding gains and losses from non-affiliated Investments"
Pending
Nvidia's Q4 fiscal 2025 GAAP and non-GAAP tax rates are expected to be 16.5%, plus or minus 1%, excluding discrete items.
"Gap and non-gaap tax rates are expected to be 16.5% plus or minus 1% excluding any discrete items"
Pending
Nvidia will deliver more Blackwell units in Q4 fiscal 2025 than previously estimated.
"we will deliver this quarter uh more black Wells than we had previously estimated"
Pending
Nvidia expects Hopper demand to continue through 2025, especially in the first several quarters.
"Hopper demand will continue uh through next year surely the first several quarters of the next year"
Pending
Nvidia expects to ship more Blackwell units in Q1 fiscal 2026 than Q4 fiscal 2025, and even more in Q2 fiscal 2026 than Q1 fiscal 2026.
"we'll ship more black Wells next quarter than this and we'll ship more black Wells the quarter after that than than our first quarter"
Pending
Nvidia considers it a reasonable goal to reach mid-70s gross margins in the second half of calendar year 2025 as Blackwell ramps.
"could we reach the mid 70s in the second half of uh next year and yes I think it is reasonable um assumption or goal um for us to do"
Pending
Nvidia expects networking revenue to resume growth after a slight dip in Q4 fiscal 2025, driven by Blackwell and increased system usage.
"we're going to be right back up in terms of growing they're getting ready for Blackwell and more and more uh systems that will be using not only our existing networking but also the networking that is going to be incorporated in a lot of these large systems that we are providing them"
Pending
Nvidia expects gaming supply to be back on track in calendar year 2025 after being tight in Q4 fiscal 2025.
"not to worry I think we'll be back on track uh with more uh suppliers we turn the corner into the new calendar year we're just going to be tight for this quarter"
Pending
The host predicts Nvidia's stock price could drop to $130 per share.
"I think that Nvidia can go back down to 130 per share no question about that"
Pending
By 2030, the world's data centers for computing are predicted to be worth approximately a couple of trillion dollars after modernization.
"by let's say let's say by 2030 um uh the world's data centers for uh Computing is is call it a couple trillion dollars"
Pending