Nvidia Q4 earnings report set for Wednesday as tariff, export control threats loom

Published On Feb 25, 2025, 4:17 PM

Nvidia is set to report its fourth-quarter earnings on Wednesday, with analysts expecting an earnings per share (EPS) of $0.84 and revenue of $38.2 billion, which indicates significant growth from the previous year. However, these figures might be considered a letdown compared to last year's extraordinary growth. Investors will be looking closely at Nvidia's performance in the AI chip market, particularly in light of tariff and export control threats from the U.S. government, as well as the emergence of competitors potentially undercutting Nvidia’s dominance. Notably, the company’s data center business is expected to drive the majority of revenues, while the gaming segment will contribute less substantially. There are concerns that large tech companies like Google and Amazon may develop competitive chips to reduce reliance on Nvidia, impacting future sales.