Nvidia earnings: What to expect from the AI darling

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Nvidia (NVDA) is set to report third quarter earnings for the fiscal 2025 on Wednesday, November 20. Goldman Sachs managing director Toshiya Hari joins Seana Smith and Madison Mills on Catalysts to discuss what to expect from the key artificial intelligence (AI) player. The analyst highlights two things that he’s keeping in mind heading into the earnings results: the demand environment around Nvidia’s products and Nvidia’s strength beyond AI training in inferencing that support the chipmaker's growth is strong and sustainable. “First, in terms of the demand profile out there, the environment continues to be very robust. If there is a problem, it's a supply problem, not a demand problem.” Hari notes that while hyperscalers like Alphabet (GOOG, GOOGL), Microsoft (MSFT), and Amazon (AMZN) have been Nvidia’s biggest AI customers as they build out AI infrastructure, “the customer profile is broadening beyond the hyperscalers into enterprises and also sovereign states. So there is demand across the board there.” “Secondly, I think there's been this perception historically that Nvidia is very strong in training, yet their competitive position could potentially dilute as we transition to inference… [However] Nvidia's growth opportunity set and potentially expand the competitive moat that they have." The analyst says that Nvidia's ability "to really innovate across multiple components” at "a 12- [to] 18-month cadence” has set it apart from others in the AI space and secured its dominant position. “I think it's going to be very difficult, very challenging, and expensive for others to compete head-to-head with Nvidia.” While the market seems bullish on Nvidia in the near future, Hari says “the big question mark” is the outlook for the 2026 calendar year as investors try to gauge if hyperscalers will continue to spend billions on Nvidia’s chips. Despite Nvidia recently setting a fresh record high, Hari is among analysts who think the stock has more to run. “We do expect upside from here” ahead of Nvidia's report as hyperscalers announce earnings that could send the stock higher.
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Nvidia already told everyone they're sold out till 2026. their earnings are going to be good for the full year of 2025

rurutuM

We're standing at the cusp and the epicenter of the start of the revolution.

ladas

4 contracts 130 strike January expiration. Currently up 182%. Cannot wait until earnings.

fossil_blue_zx

Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take any other recommendations you make.

JohnBeen-rv

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chiragchudasama

I've been an investor in Nvidia for the past six years now because I strongly believe in the company and in the stock, but now I've been thinking of redistributing my portfolio of about $560k and buy other stocks. and asset classes. Maybe buy Tesla? They are also doing great things in the AI space. Some digital currencies too. What do you think?

kurtKking

After so much struggles I now own a new house and my family is happy once again everything is finally falling into place!!

ladyabstracct

I'm so fortunate to have bought and held NVDA for over a decade when AI wasn't even on the radar! I was thinking back then they're the best at video game GPUs (and still are the best) and now it's all 🤑AI🚀AI🤑AI🚀AI🤑. As a video gamer, I approve!

Mxyzptlk

I don't believe for one second Nvidia sold out of a years worth of Blackwell GPU's at the same prices as H200's. That kind of desperate demand dictates massive markups. Meaning margins are ratcheting up big time.

LawrenceMarkFearon

Last earnings were great but because the greedy wal street wanted more they said it was a miss. Will they do it again.

allaboutmoviesallaboutmovi

I can’t believe people don’t talk about nvd3… really…

shunappa

I honestly think Elon Musk's xAI66x is the safest bet for long term hold, and will survive out of every other altcoins. It will get adopted in US, Ecuador, Asia, starting from Japan, and slowly spread out and gain. This is a winning coin, apart from all the technical greatness.

ReshamParween-qilz

We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680, 000 savings vanish after putting in so much effort to accumulate them.

JunlaiAiguoc

Once Elon Musk's xAI66x passes $1, it may NEVER see that low again

Dangerde

Nvidia is championed as AI juggernaut But it will lose 2 trillion $ worth of market value soon 🔜 as The Air out of AI drama Cones out and big corps Halt investment in AI on massive scale . We looking at 200 forward PE ratio if that happens and if things has to fall back to 30-40 PE which is the industries norm market valuation of Nvidia will have to come down significantly

sarwarkhan