0:00 Nvidia Q4 earnings report: Yahoo Finance’s Julie Hyman, Josh Schafer, and Brian Sozzi break down the latest results
0:07:29 Benchmark Company’s Cody Acree believes the tech giant’s margins outlook to be “a little concerning.”
0:15:11 WestEnd Capital Management senior equity analyst Ali Mogharabi joins Market Domination Overtime’s Julie Hyman and Josh Lipton to discuss the current state of Nvidia’s demand in the AI data center landscape.
0:25:00: Yahoo Finance Jared Blikre breaks down the chip market’s ‘muted’ reaction following Nvidia’s Q4 results
0:26:40: Morningstar equity strategist Brian Colello joins Yahoo Finance’s special coverage of Nvidia’s earnings report to discuss the chipmaker stock’s valuation following the print.
0:35:45: Yahoo Finance tech editor Dan Howley breaks down the key takeaways from Nvidia’s earnings call with CEO Jensen Huang and CFO Colette Kress that followed,
0:37:41: Epistrophy Capital Research chief market strategist and host of the Drill Down podcast Cory Johnson joins hosts Julie Hyman and Josh Lipton to offer insights. Johnson explains how Nvidia is aggressively expanding its footprint into emerging sectors, noting the company’s strong push into automotive, robotics, and artificial intelligence (AI)–driven technologies.
0:42:54: Nvidia CFO Colette Kress discusses Nvidia revenue, growth, demand, and margins on the company’s Q4 earnings call
1:04:11: Yahoo Finance’s Julie Hyman, Josh Lipton discuss highlights from the Nvidia earnings call with Cory Johnson and how Nvidia’s chip sales to China have grown despite export controls, and how risks around these controls could affect future growth.
1:07:35: Yahoo Finance’s Dan Howley discusses Nvidia’s inference demand and DeepSeek, Amazon and Meta.
1:13:25 United States-China semiconductor tensions are escalating as the US considers banning Chinese-made routers present in millions of American homes. Rhodium Group director Reva Goujon joins Market Domination to discuss the growing divide
1:27:40 StockBrokers.com Director of Investor Research Jessica Inskip joins Asking for a Trend to discuss how the options market is reacting to Nvidia’s fourth quarter beat.
1:37:00 Cory Johnson discusses Nvidia product cycles and outlook with Yahoo Finance’s Julie Hyman
1:40:00 CFRA Research senior equity analyst Angelo Zino joins Yahoo Finance hosts Julie Hyman and Josh Lipton for a conversation on Nvidia’s results and Huang’s comments from the company’s earnings call and why he thinks it was a ‘good call.’
1:49:00 Yahoo Finance’s Dan Howley recaps the Nvidia earnings call including China, the competition, running out of runway for cloud service providers, Jensen Huang’s comments and more.
Nvidia (NVDA) reported its fourth quarter earnings after the bell on Wednesday, beating analysts’ expectations on the top and bottom lines and issuing solid Q1 guidance.
Nvidia’s stock was up as much as 2% on the news; near 6:00 p.m. ET, the stock was up closer to 0.7%.
Nvidia’s earnings come as the company girds itself for potential 25% tariffs on chips imported into the US and the threat of increased export controls on its shipments to China. The AI giant is also contending with the fallout from claims that Chinese startup DeepSeek developed its AI models using less powerful Nvidia chips than its US rivals, putting into question whether Big Tech companies are over-investing in AI.
For the quarter, Nvidia reported earnings per share (EPS) of $0.89 on revenue of $39.3 billion. Wall Street was expecting EPS of $0.84 on revenue of $38.2 billion. The company said it expects Q1 revenue of $43 billion plus or minus 2%, better than the $42.3 billion expected.
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