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Our proven model predicts an earnings beat for NVDA this earnings season. Additionally, disruptions in retail channel sales due to travel restrictions and social-distancing measures implemented across several parts of China might have weighed on the overall financial performance in the fiscal first quarter.

However, we opine that ongoing macroeconomic headwinds, like high inflation and interest rates, are likely to have continued to hurt the sales of NVIDIA’s desktop workstation GPUs in the first quarter. The positive trend is likely to have continued in the fiscal first quarter, mainly due to increasing investments in self-driving and artificial intelligence cockpit solutions. An increase in Hyperscale demand and growing adoption in the inference market are likely to have been tailwinds in the to-be-reported quarter.įurther, the company’s Automotive segment showed an improvement in trends in five of the last seven quarters. Moreover, the continued strength of its Datacenter business on the growing adoption of cloud-based solutions amid the growing hybrid working trend is expected to have boosted NVDA’s first-quarter revenues. We believe that the trend is likely to have continued in the first quarter for both end markets. NVIDIA’s Professional Visualization segment performance also reflected recovery, with revenues increasing 13% sequentially. Revenues from the Gaming end market increased 16% sequentially in the last reported quarter.

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