モモ wrote a post · Aug 29, 2024 05:49

Nvidia (NVDA) has announced its Q2 financial results for the fiscal year 2025!!

The Q2 financial results for the fiscal year 2025 have been announced!!
With a strong earnings report that exceeds market expectations,
Guidance also revised upward 📈
The stock price is down 5.9% after hours
Check the details in this tweet👇

🔸FY25 Q2 Performance
⭕️EPS: $0.68 (exceeding estimates by +$0.04)
⭕️Revenue: $30.04 billion (exceeding estimates by +$1.3 billion)
📈Revenue growth rate: +122% Y/Y

🔸FY25 Q3 guidance
⭕️Revenue: $32.5 billion±2% (estimated +$0.7 billion)
📈Revenue growth rate: +79% Y/Y

🔸Segmented revenue (Q2)
📈Datacenter: $26.3 billion (+154% Y/Y, +16% Q/Q)
📈Gaming: $2.9 billion (+16% Y/Y, +9% Q/Q)
📈Professional visualization: $0.454 billion (+20% Y/Y, +6% Q/Q)
📈Automobiles: $0.346 billion (+37% Y/Y, +5% Q/Q)

🔸Highlights
✔️Continued rapid growth in the datacenter division, benefiting from the AI boom
✔️Strong demand for Hopper-generation GPUs
✔️Sample shipments of the next-generation Blackwell GPU have started, with full-scale production from Q4
✔️Spectrum-X Ethernet and NVIDIA AI Enterprise software as new sources of revenue
✔️Implemented share buybacks and dividends of $15.4 billion in the first half of the year
✔️Established a new share buyback program with a budget of $50 billion

🔸Future prospects
High expectations for the Blackwell generation of GPUs.
Expecting sales contribution from Blackwell GPU starting from Q4.
Expansion of adoption of Ethernet platform for AI workloads.
General availability of NVIDIA Inference Microservices (NIM) started.
Deployment of CUDA-Q platform for quantum computing.

🔸 Comments on financial results
It was a good financial result exceeding market expectations.
The Q3 guidance includes a negative impact due to the delay of Blackwell.
In other words, if there were no delays, the guidance would have been significantly higher.
The demand for NVIDIA's AI chips remains strong, and future growth is also expected.
On the other hand, there is a sense of caution about the high stock price valuation, and the balance between future growth and stock price is likely to be a focus of attention.

🔸Company Overview
NVIDIA is a U.S. technology company established in 1993, engaged in the design and development of high-performance GPUs.
It provides gaming, professional visualization, datacenter, and automobile platforms, and has experienced rapid growth in the fields of AI and machine learning in recent years.