Although the investors do not like the pace of revenue growth, in terms of QoQ, NVIDIA’s revenue increased for the first time in five quarters.

Source code:

library(tidyverse)
library(tidyquant)
library(timetk)


#NVIDIA Corporation Earnings
df_nvda_earnings <- 
  read.delim("https://raw.githubusercontent.com/mesdi/blog/refs/heads/main/nvidia_earnings.txt", header = FALSE) %>% 
  as.tibble() %>% 
  janitor::clean_names() %>% 
  rename(date = v1, revenue = v4) %>% 
  select(date, revenue) %>% 
  mutate(date = parse_date(date, "%b %d, %Y") %>% 
           floor_date("month") %m-% months(2) %>% 
           as.yearqtr(.),
         revenue = str_remove(revenue,"B ") %>% as.numeric()) %>% 
mutate(revenue = revenue / lead(revenue) - 1) %>% 
  drop_na()

#Plot
df_nvda_earnings %>% 
  ggplot(aes(x = date, 
             y = revenue)) +
  geom_col(alpha = 0.7,
           fill = "#76b900") +
  geom_smooth(se = FALSE) +
  geom_text(aes(label= paste0(round(revenue,2) * 100,"%")),
            vjust = ifelse(df_nvda_earnings$revenue >= 0, 1.5, -0.5 ), 
            color = "whitesmoke", 
            fontface = "bold",
            size = 6,
            family = "Roboto Slab") +
  scale_x_yearqtr(format = "%Y Q%q") +
  scale_y_continuous(labels = scales::percent) +
  labs(title = "Change of % <span style='color:#76b900;'>NVIDIA Corporation's Revenue</span>",
       y = "", 
       subtitle = "Quarter over Quarter",
       x = "") + 
  theme_minimal(base_family = "Roboto Slab") + 
  theme(legend.position = "none",
        plot.subtitle = element_text(size = 16),
        plot.title = ggtext::element_markdown(size = 20),
        axis.text = element_text(face = "bold", size = 18),
        text = element_text(face = "bold", size = 20),
        panel.grid = element_blank(),
        plot.background = element_rect(color = "azure", fill = "azure"),
        panel.grid.major.y = element_line(linetype = "dashed", color = "gray"))