总部位于美国加利福尼亚州圣克拉拉的英伟达公布了2025财年第二季度财报，受高端AI芯片需求强劲推动，其营收和净利润均大幅超出华尔街预期1。该公司当季总营收同比增长逾一倍至962.2亿美元，超出分析师平均预期的922.7亿美元1。这一营收规模创下纪录，且环比增长超100亿美元2。在利润方面，英伟达第二季度净利润为596.9亿美元，合每股2.46美元，而去年同期为264.2亿美元，合每股1.08美元1。剔除特定项目后，其每股收益为2.22美元，高于分析师预期的2.09美元1。此外，数据中心业务营收同比翻倍至创纪录的890亿美元2。不过，公司当季运营费用同比激增55%至84.1亿美元1。
展望未来，英伟达预计第三季度营收将达到约1080亿美元12。这一指引高于分析师此前1048.6亿美元的预期，若达成目标，第三季度营收将同比增长约89%1。尽管业绩亮眼且增长势头加速，财报发布后英伟达股价在盘后交易中下跌1.8%，当日收盘下跌1.6%1。不过，从全年表现来看，该公司股价年内累计仍上涨12.4%1。
Nvidia has reported its second-quarter fiscal 2025 financial results from Santa Clara, California, driven by robust demand for high-end AI chips that pushed both revenue and net income significantly past Wall Street forecasts 1. Total revenue more than doubled year-over-year to a record $96.22 billion, easily surpassing the average analyst estimate of $92.27 billion 1. This figure also represents a sequential increase of over $10 billion from the previous quarter 2. Net income reached $59.69 billion, or $2.46 per share, compared to $26.42 billion, or $1.08 per share, in the same period last year 1. On an adjusted basis, earnings per share reached $2.22, beating the consensus expectation of $2.09 1. A major contributor to this growth was the data center segment, which saw its revenue double year-over-year to a record $89 billion 2. Meanwhile, operating expenses surged 55% year-over-year to $8.41 billion 1.
Looking ahead, Nvidia projected third-quarter revenue of approximately $108 billion 12, which exceeds the analyst expectation of $104.86 billion 1. If achieved, this would mark a year-over-year revenue increase of roughly 89% for the third quarter 1. Following the report, Nvidia's stock dipped 1.8% in after-hours trading, adding to a 1.6% decline during the regular session, although the shares are still up 12.4% year-to-date 1.
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