Nvidia’s highly-anticipated earnings later today

Nvidia, the semiconductor giant and the world’s largest company by market capitalisation, is set to release its Q4 earnings results today after the markets close, around 10 p.m. GMT. Investors and market watchers are eagerly awaiting the earnings announcement. 

From late 2022 until the end of 2025, Nvidia’s share price went up by over 1,500%, as Reuters reports. For its fiscal fourth quarter, the company is expected to post a 71% rise in earnings per share on revenue of $65.9 billion, according to LSEG. 

In its previous quarterly results announced on 19 November, Nvidia reported revenue of $57 billion, up 22% from Q2 and up 62% from the previous year. Jensen Huang, CEO of Nvidia, said during the call: “The transition to Generative AI is transformational and necessary, supercharging existing applications and business models. The transition to Agentic and Physical AI will be revolutionary, giving rise to new applications, companies, products, and services. As you consider infrastructure investments, consider these three fundamental dynamics. Each will contribute to infrastructure growth in the coming years,” according to Yahoo Finance.

Morgan Stanley analysts say that Nvidia is positioned well for the year ahead, based on demand for all forms of AI compute, reports Yahoo Finance.

Reuters notes that AI “hyperscalers” have announced plans to ramp up capital spending to build out data centres and other infrastructure, which often use Nvidia’s equipment.

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