Lark Davis
Lark Davis|11月 20, 2025 05:15
NVIDIA Q3 FY2026 Earnings TLDR (reported Nov 19, 2025):Record revenue: 57.0B (up 62% YoY, up 22% QoQ) — beat estimates of ~55B). Data Center: 51.2B (basically the whole business now). Adjusted EPS: 1.30 (beat 1.25–1.26 estimates). Net profit: 31.9B (up 65% YoY). Q4 guidance: 65B ±2% (massively above the ~62B street estimate). Jensen said Blackwell demand is “off the charts” and the platform is sold out for months. Market loved it — stock jumped ~3–5% after hours, calming AI bubble fears for now and pushing market cap to ~5T. Another absolute monster quarter and guide. AI train still going full speed. Market loved the Nvidia earnings. Still far from out of the woods. But nice to see!(Lark Davis)
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