Nvidia (NVDA) Q3 FY25 Earnings Breakdown

Key Highlights:

• Record Revenue: NVIDIA achieved record revenue of $35.082 billion, representing a 94% increase year-over-year and a 17% increase quarter-over-quarter, driven by robust demand for data center compute and networking platforms for AI solutions.
• Strong Profitability: Gross margin expanded to 74.6% compared to 74.0% in the same quarter last year, attributed to a higher mix of Data Center revenue.
• Net Income Surge: Net income reached $19.309 billion, a remarkable 109% year-over-year increase. Diluted net income per share reached $0.78, marking a 111% increase.
• Compute & Networking Segment Dominates: The Compute & Networking segment, fueled by the Hopper architecture and strong demand for AI solutions, accounted for the majority of revenue growth. The segment saw a 112% year-over-year increase in revenue, reaching $31.036 billion.
• Data Center Growth Soars: Data Center revenue surged 133% year-on-year, reaching $30.771 billion, driven by the adoption of Hopper computing platform for large language models, recommendation engines, and generative AI applications.
• Networking Performance Strengthens: Networking revenue increased by 20% year-on-year, reaching $3.127 billion, largely due to strong demand for the Spectrum-X ethernet platform for AI.