Nvidia Revenue Set to Increase 18X in 4 Years; Analyst Says 'Never in History' Has a Company Grown This Fast

Earnings Impact 5
โดย Benzinga·US·Read original
Summary · why it matters

Nvidia Corp. is on pace to deliver the fastest growth streak in corporate history, guiding for $108 billion in third-quarter revenue after a second quarter that crushed Wall Street's expectations across the board. If Nvidia delivers on its $108 billion guidance, the company would have grown revenue by roughly 1,730% in just four years, a pace unmatched by any company of its size in modern corporate history, according to market commentator The Kobeissi Letter. The guidance came in well above Wall Street's $103.52 billion estimate, according to Benzinga Pro. CEO Jensen Huang said in the earnings announcement that 'AI has reached its inflection point' and that 'compute is revenue,' with demand accelerating but limited by memory, power, and data center capacity. Nvidia reported second-quarter revenue of $96.22 billion, above the $92.11 billion expected by analysts, with adjusted earnings of $2.22 per share, ahead of the $2.09 forecast. Shares closed 1.59% lower on Wednesday at $209.66, then reversed course to gain 4.71% at $219.53 in extended trading on the earnings announcement.

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Nvidia beat Q2 estimates and guided Q3 revenue above expectations, driving strong earnings and growth.

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