 |
| NVIDIA Q2 2025 Earnings Preview |
NVIDIA Q2 2025 Earnings Preview: Can It Deliver Again?
NVIDIA (NASDAQ: NVDA) is scheduled to report its Q2 2025 earnings on May 28, 2025, after market close. Market expectations are high as NVIDIA continues to dominate the AI hardware space. The previous quarter set records in revenue and profit, and with major clients like Microsoft, Meta, Amazon, and Google depending on NVIDIA's GPUs, this upcoming report could be another inflection point.
The stock has risen more than 220% year-over-year, fueled by demand for generative AI infrastructure. Analysts from Refinitiv, FactSet, and Seeking Alpha estimate EPS at $6.12 and revenue at $26.7 billion, both showing massive year-over-year growth. Much of this is driven by the data center segment, expected to generate over $20 billion this quarter alone.
With the H100 and upcoming Blackwell B100 GPUs in high demand, NVIDIA’s cloud partners AWS, Azure, and Google Cloud are aggressively expanding capacity. This data center momentum may offset slower results in Gaming or Pro Visualization.
Whisper numbers suggest NVIDIA could beat estimates, with some traders expecting EPS as high as $6.50 and revenue over $27.5 billion. If that happens, the stock could see another rally, especially as it remains a bellwether for AI-driven growth across the market.
The options market is pricing in a 7–9% swing in either direction, indicating heightened volatility. Institutional investors remain overweight, and retail sentiment is strongly bullish. Since many AI ETFs and leveraged products are tied to NVIDIA, the earnings report could move the broader tech market.
NVIDIA will officially release its Q2 2025 results after the close on May 28. I’ll be updating this blog post later that evening with a full breakdown of earnings, guidance, and market reaction. Bookmark this page and check back for real-time analysis.
Terms You Should Know
EPS (Earnings Per Share): A company’s profit divided by its total number of outstanding common shares.
Whisper Number: An unofficial, often more bullish earnings forecast circulated among traders and institutions.
Data Center Revenue: Income from GPU sales to hyperscalers and enterprise cloud clients for AI infrastructure.
Options Market Pricing: Expected price movement based on implied volatility from option contracts ahead of earnings events.
0 Comments