⁠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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NVIDIA $NVDA CEO SAYS BLACKWELL NVL72 AI SUPERCOMPUTER IN PRODUCTION
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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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$NVDA: WOULD HAVE TO FORECLOSE FROM COMPETING IN CHINA MARKET
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$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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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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RT @Stocktwits: 🚨 LIVE - Nvidia Q1 '25 Earnings Call $NVDA https://t.co/6WsfbPo1BK
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For those interested: LIVE $NVDA earnings call👇

🚨 LIVE - Nvidia Q1 '25 Earnings Call $NVDA https://t.co/6WsfbPo1BK - Stocktwits
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$NVDA CFO SAYS MICROSOFT HAS ALREADY DEPLOYED TENS OF THOUSANDS OF BLACKWELL GPUS AND IS EXPECTED TO RAMP TO HUNDREDS OF THOUSANDS OF GB200S WITH OPENAI AS ONE OF ITS KEY CUSTOMERS
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SYNOPSYS $SNPS CEO, ON MEDIA REPORTS ON TRUMP ORDER, SAYS "WE ARE AWARE OF THE REPORTING AND SPECULATIONS, BUT WE HAVE NOT RECEIVED A LETTER"
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