⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Take a look at $CRM quarterly revenue over the past 10 years (40 quarters) & annual revenue for the past 20 years 🤯

1. Revenue increased in 38/40 quarters

2. Revenue increased in 20/20 years

It doesn’t get more predictable than $CRM

$CRM trades for a 5.1% (NTM) FCF Yield 💰 https://t.co/W1w7xPMQxm
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⁠Wall St Engine
$HPQ Q2'25 Earnings Highlights

🔹 Revenue: $13.2B (Est. $13.07B) 🟢; +3.3% YoY
🔹 Adj. EPS: $0.71 (Est. $0.79) 🔴; -13% YoY
🔹 Free Cash Flow: -$95M (vs. $500M YoY) 🔴

FY25 Guidance:
🔹 Adj. EPS: $3.00 – $3.30 (Prior: $3.45 – $3.75) 🔴
🔹 Free Cash Flow: $2.6B – $3.0B

Q3 Guidance:
🔹 Adj. EPS: $0.68 – $0.80

Q2 Personal Systems:
🔹 Revenue: $9.0B; +7% YoY
🔹 Consumer PS: +2% | Commercial PS: +9%
🔹 Units: Total +6% (Consumer -2%, Commercial +11%)

Q2 Printing:
🔹 Revenue: $4.2B; -4% YoY
🔹 Supplies: -5% | Hardware Units: +1%

Management Commentary:
🔸 CEO: “Strong Commercial PS growth. Rapid response to regulatory shifts and manufacturing expansion.”
🔸 CFO: “EPS cut reflects macro uncertainty and trade-related costs. Mitigation expected to offset by Q4.”
🔹 Returned $373M to shareholders (Dividends + Buybacks)
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⁠Wall St Engine
NVIDIA $NVDA CEO SAYS BLACKWELL NVL72 AI SUPERCOMPUTER IN PRODUCTION
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⁠Wall St Engine
NVIDIA $NVDA: WAS UNABLE TO SHIP AN ADDED $2.5B OF H20 REVENUE IN 1Q
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⁠Wall St Engine
NVIDIA $NVDA SEES 2Q REVENUE $45B PLUS OR MINUS 2%, EST. $45.5B
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⁠Wall St Engine
RT @wallstengine: Anthropic's CEO Amodei:

AI could wipe out half of all entry-level white-collar jobs — and spike unemployment to 10-20% in the next one to five years.

AI companies & government need to stop "sugar-coating" what's coming

It sounds crazy, and people just don't believe it. https://t.co/PiDBCuEzL9
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⁠Investing visuals
$NVDA Q1 Earnings 🚨

• Revenue $44.1B vs Est. $38.1B
• EPS $0.81 vs Est. $0.75

AI eats the world. https://t.co/3bsOYiyedR
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⁠App Economy Insights
$NVDA NVIDIA Data Center growth visualized. https://t.co/gEPxh6M1w9
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⁠Wall St Engine
$NVDA | NVIDIA Q1'26 Earnings Highlights:

🔹 Adj. EPS: $0.81 (Est. $0.75) 😐; Excl. H20 charge: $0.96
🔹 Revenue: $44.1B (Est. $43.29B) 🟢; UP +69% YoY
🔹 Adj. Gross Margin: 61.0% (Est. 71%) 😐; Excl. H20 charge: 71.3%

Q2'26 Outlook:
🔹 Revenue: $45.0B ±2% (Est. $45.5B) 🟡
🔸 Outlook reflects ~$8.0B H20 revenue impact due to export controls
🔸 Additional $2.5B in H20 revenue unable to be shipped in Q1

Q1 Segment Performance:
🔹 Data Center Revenue: $39.1B (Est. $39.22B) 😐; UP +73% YoY
🔹 Automotive Revenue: $567M (Est. $579.4M) 🔴; UP +72% YoY
🔹 Networking Revenue: $4.96B (Est. $3.45B) 🟢
🔹 Compute Revenue: $34.16B (Est. $35.47B) 🔴

Other Key Q1 Metrics:
🔹 Adj. Operating Income: $23.28B (Est. $27.15B) 🔴; UP +29% YoY
🔹 Adj. Operating Expenses: $3.58B (Est. $3.63B) 🟢; UP +43% YoY
🔹 R&D Expenses: $3.99B (Est. $4.07B) 🟢; UP +47% YoY
🔹 Free Cash Flow: $26.14B; UP +75% YoY
🔹 Diluted EPS Ex-H20 Charge: $0.96

CEO Commentary:
🔸 Jensen Huang:
"Our breakthrough Blackwell NVL72 AI supercomputer — a ‘thinking machine’ designed for reasoning— is now in full-scale production. Global demand for NVIDIA’s AI infrastructure is incredibly strong."
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⁠Wall St Engine
$NVDA: WOULD HAVE TO FORECLOSE FROM COMPETING IN CHINA MARKET
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⁠App Economy Insights
$NVDA NVIDIA Q1 FY26 (April quarter).

• Revenue +12% Q/Q to $44.1B ($0.8B beat).
• Gross margin 61% (-13pp Q/Q).
• Operating margin 49% (-12pp Q/Q).
• Non-GAAP EPS $0.81 ($0.06 beat).

Q2 FY26 guidance:
• Revenue $45.0B ($0.7B miss). https://t.co/bDQxPDBAPE
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⁠Wall St Engine
$NVDA Q1 SNAPSHOT: “AI inference token generation is up 10x YoY—demand for AI compute is just getting started.”

Revenue: $26.0B, +69% YoY
Data Center: $22.6B, +73% YoY
— Compute: $17.6B, +76%
— Networking: $5.0B, +56%
Gaming: $3.8B, +42%
Professional Visualization: $0.5B, +19%
Automotive: $0.6B, +72%
OEM & Other: $0.1B, +42%
EPS: $6.12, +27% YoY

$NVDA | NVIDIA Q1'26 Earnings Highlights:

🔹 Adj. EPS: $0.81 (Est. $0.75) 😐; Excl. H20 charge: $0.96
🔹 Revenue: $44.1B (Est. $43.29B) 🟢; UP +69% YoY
🔹 Adj. Gross Margin: 61.0% (Est. 71%) 😐; Excl. H20 charge: 71.3%

Q2'26 Outlook:
🔹 Revenue: $45.0B ±2% (Est. $45.5B) 🟡
🔸 Outlook reflects ~$8.0B H20 revenue impact due to export controls
🔸 Additional $2.5B in H20 revenue unable to be shipped in Q1

Q1 Segment Performance:
🔹 Data Center Revenue: $39.1B (Est. $39.22B) 😐; UP +73% YoY
🔹 Automotive Revenue: $567M (Est. $579.4M) 🔴; UP +72% YoY
🔹 Networking Revenue: $4.96B (Est. $3.45B) 🟢
🔹 Compute Revenue: $34.16B (Est. $35.47B) 🔴

Other Key Q1 Metrics:
🔹 Adj. Operating Income: $23.28B (Est. $27.15B) 🔴; UP +29% YoY
🔹 Adj. Operating Expenses: $3.58B (Est. $3.63B) 🟢; UP +43% YoY
🔹 R&D Expenses: $3.99B (Est. $4.07B) 🟢; UP +47% YoY
🔹 Free Cash Flow: $26.14B; UP +75% YoY
🔹 Diluted EPS Ex-H20 Charge: $0.96

CEO Commentary:
🔸 Jensen Huang:
"Our breakthrough Blackwell NVL72 AI supercomputer — a ‘thinking machine’ designed for reasoning— is now in full-scale production. Global demand for NVIDIA’s AI infrastructure is incredibly strong." - Wall St Engine
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⁠Wall St Engine
VICTORIA'S SECRET EMPLOYEES TOLD TO AVOID COMPANY TECHNOLOGY; $VSCO CEO SAYS 'RECOVERY IS GOING TO TAKE AWHILE'; VICTORIA'S SECRET HAS STOPPED SOME OFFICE OPERATIONS
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⁠Wall St Engine
RT @Stocktwits: 🚨 LIVE - Nvidia Q1 '25 Earnings Call $NVDA https://t.co/6WsfbPo1BK
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⁠Investing visuals
For those interested: LIVE $NVDA earnings call👇

🚨 LIVE - Nvidia Q1 '25 Earnings Call $NVDA https://t.co/6WsfbPo1BK - Stocktwits
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