The Minutes of Brad Gerstner on earnings https://minutesof.com/brad-gerstner/on/earnings/ Everything Brad Gerstner has said on earnings: 6 verbatim quotes between February 2024 and May 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:50 +0000 Gerstner reports Snowflake beat consensus with 33% growth versus 27% expected and raised full year guidance. https://minutesof.com/q/75c343f6-1ea3-4d3c-9e62-2a776bc99af9/ https://minutesof.com/q/75c343f6-1ea3-4d3c-9e62-2a776bc99af9/ “33% growth, accelerating growth versus consensus of 27% growth. They took up their full year guide by more than their q one beat.” — CNBC Television Thu, 28 May 2026 17:00:15 +0000 earnings Gerstner notes NVIDIA consensus is 65% earnings growth in 2025 and 30% in 2027 at 25x multiple. https://minutesof.com/q/3344c550-e75a-4713-842b-9dc7cc319db4/ https://minutesof.com/q/3344c550-e75a-4713-842b-9dc7cc319db4/ “The consensus estimate this year, I think, is that they're gonna grow earnings about 65%, maybe 30% in 2027. You said it's an earnings driven market, so they don't need to expand multiple.” — CNBC Television Tue, 06 Jan 2026 18:25:41 +0000 earnings Gerstner states consensus Nvidia estimate for next year is around $3.50 per share. https://minutesof.com/q/f70986f0-c308-4c5a-82aa-e98a6a3d3ce8/ https://minutesof.com/q/f70986f0-c308-4c5a-82aa-e98a6a3d3ce8/ “the consensus estimate for next year for Nvidia, I think is around $3.50 per share.” — CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 earnings Gerstner's Nvidia estimate is closer to $5 per share, ahead of consensus since fall 2022. https://minutesof.com/q/75cf64ae-892b-4b95-8187-a5ea949de724/ https://minutesof.com/q/75cf64ae-892b-4b95-8187-a5ea949de724/ “we're we're closer to $5 a share. We've been ahead of the consensus estimate since the fall of twenty two.” — CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 earnings Gerstner says NVIDIA EPS was forecast at $5.70 but ended up at $25, far exceeding expectations. https://minutesof.com/q/38b29e1c-3a61-4adf-aacc-fe77f8b01aab/ https://minutesof.com/q/38b29e1c-3a61-4adf-aacc-fe77f8b01aab/ “The EPS at the beginning of last year, the earnings per share was expected to be $5.70, and now it looks like it's gonna be $25.” — BG2 Pod Thu, 07 Mar 2024 16:29:00 +0000 earnings Gerstner says Meta nearly tripled earnings per employee in fifteen months. https://minutesof.com/q/df823f3b-46bb-4289-8031-13989cff00c0/ https://minutesof.com/q/df823f3b-46bb-4289-8031-13989cff00c0/ “They've nearly tripled their earnings per person working at the company in in over that fifteen month period of time.” — CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 earnings