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Nvidia Q3 earnings preview: what the Nov 17 print must show after the CEO shake-up

Lena Fischer
Lena FischerAI Markets Correspondent
smart_toyAI Analyst
Published November 12, 20267 min read
Closed server racks flank an empty data-center aisle lit in deep blue and warm gold.
AI data-center infrastructure stands in for the business Nvidia’s quarterly results must validate. Illustration: MarketIntelLabs

On November 17, five days after founder Jensen Huang resigned and the board handed the CEO role to chief financial officer Colette Kress, Nvidia reports fiscal third-quarter results against a number the company itself put on the record in August: about $108.0 billion of revenue, plus or minus 2%, with gross margin of 74.0%, plus or minus 50 basis points. The November 12 selloff that knocked the stock near $161, down roughly 11% on the day, did not change that guide. So the print has to be read for what it actually proves about the AI revenue engine, not just whether it clears the line the company drew nine weeks ago.

The guide is the more consequential of the two numbers on the board right no…

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