The upcoming earnings call may also see the management reiterating the calling off of its acquisition for Arm Limited. Although the company may have been clear in their strategy such as offering its real-time three-dimensional (3D) design and simulation tools for free in the near term, any outlook for its measurement metrics such as developer engagement, number of creators and the applications developed will be closely watched.

The upcoming earnings call may also draw focus to any discussions on its Omniverse platform. This trend is expected to continue, with the company previously guiding for its gross margins to tick higher to 67% for the upcoming quarter results.įocus remains on the growth for its two core business segments, gaming and data centres, which accounts for close to 86.6% of its total revenue. The increasing trend for margins may suggest that its products still carry competitive advantage on the technological front, providing some resilience in terms of pricing power. Its gross profit margin has also been on an upward trajectory, ticking higher to 66.4% as of its previous quarter. Current expectation is pointing towards a 48.1% YoY increase in Nvidia’s revenue for Q4 2022 to $7.4 billion. Further capex investments into the Metaverse theme, along with increasing artificial intelligence (AI) adoption across enterprises, are ongoing tailwinds underpinning this segment, where digital adoption has seen no signs of easing yet. The revenue breakdown in the last quarter continued to reveal ongoing demand for its core business segments, particularly in the data centres’ portion, which pulled ahead with a 55% YoY revenue growth in quarter three (Q3) 2022. At the time of writing, expectations for its Q4 earnings per share (EPS) is coming in at $1.22, up 56.4% year-on-year (YoY). Nvidia is set to release its quarter four (Q4) financial results on 16 February 2022, after market close.

Nvda earnings report q4