Revenue reached $39.33 billion, surpassing the estimated $38.05 billion, while earnings per share stood at $0.89, beating the forecast of $0.84. The outlook for the first quarter of 2025 also appears strong, with projected revenue of around $43 billion, up 65% year-over-year, though slowing compared to the +262% growth recorded in the same period of 2024.
The Data Center division remains the primary driver of Nvidia’s growth, accounting for 91% of total revenue with a quarterly income of $35.6 billion, marking a 93% year-over-year increase. Notably, sales of Blackwell AI chips generated $11 billion, while cloud providers contributed 50% of the division’s revenue. AI inference is expanding rapidly, although the networking segment saw a 9% YoY decline, settling at $3 billion.
The Gaming sector experienced a contraction, with revenue of $2.5 billion, down 11% from the previous year. However, the introduction of new consumer GPUs based on the Blackwell architecture could present a growth opportunity for the segment. On the other hand, the Automotive & Robotics division is booming, doubling its revenue year-over-year to $570 million (+103% YoY).
In terms of profitability, the gross margin stood at 73%, down three percentage points year-over-year due to the increased complexity and costs associated with new Data Center products. Nvidia also announced a massive stock buyback plan for 2025, totaling $33.7 billion.
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