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August 24, 2025

News Analysis: Nvidia Earnings Preview

Potential Nine Straight Quarters Of Beat

With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue.  Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise.  If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY.  The stock has been up almost 25% for 2025, and 1300% in the past 5 years.  With over a $4.4 trillion market cap, this represents almost 7.4% of the S&P.  Th

Constellation Insights
August 10, 2025

The road to AI Exponential will be bumpy

Companies that are AI native are likely to deliver better returns, run autonomously and thread the needle between human and digital labor. The catch? Getting to that AI native status isn't going to be easy.