Thu. 02/27 – Nvidia Earnings
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🗓️ 27 February 2025
⏱️ 19 minutes
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Summary
Nvidia’s first earnings are out after the whole DeepSeek thing. Do they seem nervous or no? A pretty big price cut for the PlayStation VR2. Huge outflows from bitcoin ETFs. Can insecure code somehow make AI homicidal? And is the iPhone 16e worth your money?
Links:
- Nvidia sales grow 78% on AI demand, company gives strong guidance (CNBC)
- Sony drops PlayStation VR 2 price to $399 (The Verge)
- Bitcoin ETFs Are Hit by a Record $1 Billion Outflow in One Day (Bloomberg)
- FAA targeting Verizon contract in favor of Musk’s Starlink, sources say (Washington Post)
- Researchers puzzled by AI that praises Nazis after training on insecure code (Ars Technica)
- iPhone 16E review: Eh, it’s alright (The Verge)
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Transcript
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| 0:00.0 | Welcome to the TechMeme right home for Thursday, February 27th, 2025. I'm Brian McCullough today. |
| 0:09.1 | InVidia's first earnings are out after the whole deep-seek thing. Do they seem nervous or no? |
| 0:14.2 | A pretty big price cut for the PlayStation VR2. Huge outflows from Bitcoin ETFs can insecure code somehow make AI homicidal, and is the iPhone 16E |
| 0:24.2 | worth your money? Here's what you miss today in the world of tech. |
| 0:33.1 | NVIDIA reported its first earnings numbers since the whole Deep Seek arrival, and they were fine. |
| 0:38.7 | Revenue up 78% year-on-year, data center revenue up 93% and for their fiscal year, |
| 0:43.3 | 2025 total revenue was up 114% to $130 billion. The only slight ding was that they missed |
| 0:50.5 | estimates for gross margins by like a percentage point or three, but the stock is trading up |
| 0:55.2 | this morning, quoting CNBC. |
| 0:57.6 | NVIDIA reported a 73% gross margin in the quarter, which was down three points on an annual |
| 1:02.6 | basis. |
| 1:03.5 | The company said the decline in gross margin was due to newer data center products that were |
| 1:07.1 | more complicated and expensive. |
| 1:09.1 | NVIDIA said it expected about $43 billion in first quarter revenue plus or minus 2% versus |
| 1:13.7 | 41.78 billion expected per LSC estimates. |
| 1:18.4 | The first quarter forecast implies year-to-year growth of about 65% from a year earlier, |
| 1:23.4 | a slowdown from 262% annual growth in the same period a year prior. |
| 1:28.2 | Chief Financial Officer Collette Crest said the company expects a significant ramp of sales of Blackwell |
| 1:33.3 | its next generation AI chip in the first quarter. |
| 1:35.9 | The company's report and guidance signals that the chipmaker is confident it will be able to |
| 1:39.5 | continue its historic run of growth driven by artificial intelligence well into 2025. |
| 1:44.3 | Nvidia said it had $11 billion in Blackwell revenue during the fourth quarter. |
... |
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