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NVIDIA | 10-Q: Q3 2025 Earnings Report

NVIDIA | 10-Q: Q3 2025 Earnings Report

英伟达 | 10-Q：2025财年三季报
美股SEC公告 ·  2024/11/21 05:34

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NVIDIA reported stellar Q3 fiscal 2025 results with revenue surging 94% year-over-year to $35.1 billion, driven by robust demand for AI computing solutions. Data Center revenue more than doubled to $30.8 billion, representing 88% of total revenue, fueled by strong adoption of the Hopper architecture and H200 offerings. Operating income jumped 110% to $21.9 billion with a 74.6% gross margin.The company's Gaming segment grew 15% year-over-year to $3.3 billion, while Professional Visualization and Automotive segments saw increases of 17% and 72% respectively. Operating expenses rose 44% to $4.3 billion due to increased headcount and compensation. The company maintained strong liquidity with $38.5 billion in cash and marketable securities at quarter-end.Looking ahead, NVIDIA expects supply constraints for both Hopper and Blackwell systems, with Blackwell demand projected to exceed supply for several quarters in fiscal 2026. The company continues expanding its supply chain and manufacturing capacity while managing export control challenges in China and other regions. Share repurchases totaled $11.1 billion in Q3, with an additional $50 billion authorized by the board.
NVIDIA reported stellar Q3 fiscal 2025 results with revenue surging 94% year-over-year to $35.1 billion, driven by robust demand for AI computing solutions. Data Center revenue more than doubled to $30.8 billion, representing 88% of total revenue, fueled by strong adoption of the Hopper architecture and H200 offerings. Operating income jumped 110% to $21.9 billion with a 74.6% gross margin.The company's Gaming segment grew 15% year-over-year to $3.3 billion, while Professional Visualization and Automotive segments saw increases of 17% and 72% respectively. Operating expenses rose 44% to $4.3 billion due to increased headcount and compensation. The company maintained strong liquidity with $38.5 billion in cash and marketable securities at quarter-end.Looking ahead, NVIDIA expects supply constraints for both Hopper and Blackwell systems, with Blackwell demand projected to exceed supply for several quarters in fiscal 2026. The company continues expanding its supply chain and manufacturing capacity while managing export control challenges in China and other regions. Share repurchases totaled $11.1 billion in Q3, with an additional $50 billion authorized by the board.
英伟达报告了2025财政年度第三季度的优秀财报，营业收入同比激增94%，达到了351亿美金，这主要得益于对人工智能计算解决方案的强劲需求。IDC概念的营业收入翻了两番，达到了308亿美金，占总营业收入的88%，受到Hopper架构和H200产品强劲采用的推动。营业收入跃升110%，达到了219亿美金，毛利率为74.6%。公司的ARVR游戏板块同比增长15%，达到了33亿美金，而专业可视化和汽车板块分别增长了17%和72%。由于员工人数和薪酬的增加，营业费用上升了44%，达到了43亿美金。到季度末，公司保持了强劲的流动性，现金及可交易证券达到了385亿美金。展望未来，英伟达预计Hopper和Blackwell系统的供应将受限，Blackwell的需求预计将在2026财政年度的几个季度内超过供应。公司在扩大其供应链和制造能力的同时，也在应对中国及其他地区的出口管制挑战。第三季度的股份回购总计为111亿美金，董事会另授权了500亿美金的回购。
英伟达报告了2025财政年度第三季度的优秀财报，营业收入同比激增94%，达到了351亿美金，这主要得益于对人工智能计算解决方案的强劲需求。IDC概念的营业收入翻了两番，达到了308亿美金，占总营业收入的88%，受到Hopper架构和H200产品强劲采用的推动。营业收入跃升110%，达到了219亿美金，毛利率为74.6%。公司的ARVR游戏板块同比增长15%，达到了33亿美金，而专业可视化和汽车板块分别增长了17%和72%。由于员工人数和薪酬的增加，营业费用上升了44%，达到了43亿美金。到季度末，公司保持了强劲的流动性，现金及可交易证券达到了385亿美金。展望未来，英伟达预计Hopper和Blackwell系统的供应将受限，Blackwell的需求预计将在2026财政年度的几个季度内超过供应。公司在扩大其供应链和制造能力的同时，也在应对中国及其他地区的出口管制挑战。第三季度的股份回购总计为111亿美金，董事会另授权了500亿美金的回购。
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