{
  "id": 19824050,
  "title": "Colette Kress’ First Nvidia Earnings Call Without Jensen Huang: 5 Things Investors Need to Hear",
  "url": "https://urgent.news/2026/11/13/colette-kress-first-nvidia-earnings-call-without-jensen-huang-5",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-11-13T14:42:40.000Z",
  "source": {
    "name": "Benzinga",
    "slug": "benzinga",
    "url": "https://www.benzinga.com/trading-ideas/previews/26/11/63239519/colette-kress-nvidia-earnings"
  },
  "original_language": "en",
  "account": "Nvidia’s upcoming earnings call on November 17 will focus on the company’s third-quarter results without its founder, Jensen Huang. Interim CEO Colette Kress will have to prove that Nvidia’s AI growth can persist without the visionary who created its market leadership. Here are five critical points investors should focus on during the call:\n\n1. Can Nvidia overcome supply chain challenges? Despite increasing its total supply to $145 billion, Kress acknowledged potential supply constraints. Investors will want to know if Nvidia can meet customer demand and convert its order pipeline into revenue without further bottlenecks.\n\n2. Will rising memory costs impact margins? Nvidia’s non-GAAP gross margin is expected to stay around 75% for fiscal 2027. However, memory costs are becoming a concern as consumer demand falls amid higher prices. Kress noted this trend, and investors should gauge whether component costs are starting to affect Nvidia’s profitability.\n\n3. Is the Vera Rubin platform on track? Nvidia’s next-generation Vera Rubin platform is crucial for its future growth. Production shipments are expected to start in the second half of 2026, ramping up in Q3 and Q4 of 2026 and Q1 of 2027. Kress warned that assembling these complex systems will take time, despite strong customer demand. Investors will want confirmation that the transition is progressing smoothly and that customers are ready to deploy the new architecture.\n\n4. How much risk is Nvidia taking to finance AI demand? Nvidia’s relationships with AI labs and cloud providers are expanding its market reach, but they also raise questions about customer financing and concentration risks. In the second quarter, Kress highlighted the company’s growing ecosystem, including partnerships with Anthropic and OpenAI, with AI cloud revenue more than tripling year over year. Investors will need clarity on Nvidia’s commitments to support these customers and whether these arrangements introduce financial exposure beyond traditional hardware sales.\n\n5. Can cash generation keep up with Nvidia’s commitments? Nvidia generated a record $49 billion in free cash flow in the second quarter and announced an additional $80 billion share repurchase authorization. While financial strength allows Kress to pursue strategic investments and return capital to shareholders, investors will want reassurance that this growth won’t compromise cash generation. Kress must demonstrate that Nvidia’s expansion can outpace the leadership change.",
  "summary": "Nvidia Corp ’s (NASDAQ:NVDA) next earnings call will be about much more than another record quarter. For the first time in 33 years, Jensen Huang will not be at the helm when the company reports its third-quarter results . Interim CEO Colette Kress now faces the task of convincing investors that Nvidia’s extraordinary AI growth can continue without the founder who built its dominance. Here are…",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}