This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) is scheduled to release fourth-quarter financial results after markets close on Feb. 25, with investors expected to closely watch guidance and updates tied to its next-generation artificial intelligence chips.
Wall Street estimates call for quarterly revenue of about $66 billion, representing year-over-year growth of roughly 67%. Analysts project earnings of $1.53 per share, compared with $0.89 reported in the same period last year, reflecting continued demand for AI infrastructure.
Market attention is likely to center on Nvidia’s Blackwell chip rollout, particularly production capacity and shipment timelines. Investors are also expected to monitor whether costs associated with scaling new hardware could place temporary pressure on adjusted gross margins, which management previously guided near 75%.
Spending trends among major cloud providers remain another key focus. Large technology companies including Alphabet (NASDAQ:GOOGL), Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), and Microsoft (NASDAQ:MSFT), continue investing heavily in AI infrastructure, though investors are assessing whether spending growth could moderate as existing capacity is deployed.
Analysts also expect commentary on China-related export restrictions and region-specific chip offerings, factors that may influence Nvidia’s near-term revenue trajectory and broader semiconductor sector sentiment.
