Key Takeaways
- Nvidia reports second-quarter earnings for fiscal 2025 after the bell on Wednesday, Aug. 28.
- Analysts expect revenue and earnings to more than double from the year-ago period.
- Investors will likely be watching for sustained data center segment growth.
- The chipmaker could also comment on reports that its Blackwell chip is delayed.
Nvidia (NVDA) will report second-quarter results for fiscal 2025 after the bell on Wednesday, Aug. 28, with investors likely watching for sustained data center growth and any updates on reported delays affecting the new Blackwell artificial intelligence (AI) chip.
Analysts project revenue will grow to $28.84 billion, according to estimates compiled by Visible Alpha, which would be more than double Nvidia’s revenue in the same period a year ago. Net income is also expected to more than double from a year earlier to $14.95 billion, with a sharp decline in earnings per share (EPS) expected primarily as a result of the company’s 10-for-1 stock split.
Analyst Estimates for Q2 2025 | Q1 2025 | Q2 2024 | |
Revenue | $28.84 billion | $26.04 billion | $13.51 billion |
Diluted Earnings Per Share | 59 cents | $5.98 | $2.48 |
Net Income | $14.95 billion | $14.88 billion | $6.19 billlion |
Key Metrics: Data Center Growth
Nvidia’s data center segment has grown rapidly amid rising demand for its advanced computing tech to support AI.
Data center revenue reached a record high of $22.6 billion in the first quarter of fiscal 2025, surpassing its previous record set the quarter prior.
Analysts expect revenue for the data center business to be $25.19 billion for the fiscal second quarter, which would set a new record high with sales more than doubling from the year-ago period.
Business Spotlight: Reported Blackwell Delay
Reported delays in Nvidia’s Blackwell chip sent the chipmaker’s stock tumbling earlier this month, though Nvidia has indicated production is still on track to ramp in the second half of the year, as planned.
Some analysts have suggested investors’ worries may be overblown, with little impact to customers.
Raymond James analysts, who said the delay could have a “modest” impact and support increased demand for earlier chips, expect “management to downplay the speculated delays.”
Nvidia shares have more than doubled in value since the start of the year, at $127.36 as of 12:30 p.m. ET Friday.
Read the original article on Investopedia.