NVIDIA financial results
Revenue
- Increased by 94% year-on-year to 35.1 billion dollars
- Exceeded the financial estimates of 33.21 billion dollars
Adjusted EPS (earnings per share)
- Increased by 103% year-on-year to 0.81 dollars
- Exceeded the financial estimates of 0.74 dollars
Datacenter revenue
- Increased by 112% year-on-year to 30.8 billion dollars
According to the CFO, shipments of Blackwell will begin in the fourth quarter of the fiscal year 2025 and continue to expand in fiscal year 2026.
Revenue
- Increased by 94% year-on-year to 35.1 billion dollars
- Exceeded the financial estimates of 33.21 billion dollars
Adjusted EPS (earnings per share)
- Increased by 103% year-on-year to 0.81 dollars
- Exceeded the financial estimates of 0.74 dollars
Datacenter revenue
- Increased by 112% year-on-year to 30.8 billion dollars
According to the CFO, shipments of Blackwell will begin in the fourth quarter of the fiscal year 2025 and continue to expand in fiscal year 2026.
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6
⚫ What is the FOMC?
The FOMC stands for "Federal Open Market Committee", known in Japanese as the "Federal Open Market Committee". It is a crucial part of the Federal Reserve System (FRB), the central bank of the United States, with a very important role in determining America's monetary policy.
⚫ Composition of the FOMC
The Federal Open Market Committee (FOMC) consists of 7 members of the Board of Governors of the Federal Reserve System and 5 of the 12 Reserve Bank presidents. These members are economic experts who monitor the overall American economy and determine monetary policy.
⚫︎Purpose of the FOMC
The main objectives of the FOMC are the following three:
1. Inflation control: Preventing rapid price increases.
2. Decrease in unemployment rate: Reducing the number of unemployed people.
3. Promotion of economic growth: Growing the country's economy.
Activities of the FOMC
The FOMC holds 8 meetings a year and determines the policy interest rate (federal funds rate). This interest rate affects the entire economy significantly as it is the rate at which banks lend to each other. For example, raising the interest rate leads to higher borrowing costs and decreased consumption, which can impact inflation...
The FOMC stands for "Federal Open Market Committee", known in Japanese as the "Federal Open Market Committee". It is a crucial part of the Federal Reserve System (FRB), the central bank of the United States, with a very important role in determining America's monetary policy.
⚫ Composition of the FOMC
The Federal Open Market Committee (FOMC) consists of 7 members of the Board of Governors of the Federal Reserve System and 5 of the 12 Reserve Bank presidents. These members are economic experts who monitor the overall American economy and determine monetary policy.
⚫︎Purpose of the FOMC
The main objectives of the FOMC are the following three:
1. Inflation control: Preventing rapid price increases.
2. Decrease in unemployment rate: Reducing the number of unemployed people.
3. Promotion of economic growth: Growing the country's economy.
Activities of the FOMC
The FOMC holds 8 meetings a year and determines the policy interest rate (federal funds rate). This interest rate affects the entire economy significantly as it is the rate at which banks lend to each other. For example, raising the interest rate leads to higher borrowing costs and decreased consumption, which can impact inflation...
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Employment statistics are statistics that indicate the state of the labor market over a certain period of time.
✅ The main contents are as follows:
* Non-farm payroll employment: the number of employees in sectors other than agriculture
* Unemployment rate: the percentage of the labor force that is actively seeking work but is unable to find it
* Average hourly wage: the wage per hour worked
Employment statistics are one of the important indicators for determining the state of the economy.
In particular, non-farm payroll employment is closely watched as a leading indicator of economic conditions.
If the number of non-farm payroll employees increases, it is considered that the economy is expanding.
Conversely, if the number decreases, it is considered that the economy is contracting.
✅ Impact of employment statistics
Employment statistics also have a significant impact on exchange rates and stocks.
When the number of non-farm payroll employees increases, there is a tendency for expectations of economic expansion to increase, leading to an increase in stock prices and exchange rates.
Conversely, when the number decreases, there is a tendency for concerns about economic recession to increase, leading to a decrease in stock prices and exchange rates.
✅ Additionally, employment statistics also have an impact on the monetary policy of the Federal Reserve.
The Federal Reserve operates its monetary policy with the goal of promoting employment and price stability.
If the number of non-agricultural employees has not increased sufficiently, the FRB will...
✅ The main contents are as follows:
* Non-farm payroll employment: the number of employees in sectors other than agriculture
* Unemployment rate: the percentage of the labor force that is actively seeking work but is unable to find it
* Average hourly wage: the wage per hour worked
Employment statistics are one of the important indicators for determining the state of the economy.
In particular, non-farm payroll employment is closely watched as a leading indicator of economic conditions.
If the number of non-farm payroll employees increases, it is considered that the economy is expanding.
Conversely, if the number decreases, it is considered that the economy is contracting.
✅ Impact of employment statistics
Employment statistics also have a significant impact on exchange rates and stocks.
When the number of non-farm payroll employees increases, there is a tendency for expectations of economic expansion to increase, leading to an increase in stock prices and exchange rates.
Conversely, when the number decreases, there is a tendency for concerns about economic recession to increase, leading to a decrease in stock prices and exchange rates.
✅ Additionally, employment statistics also have an impact on the monetary policy of the Federal Reserve.
The Federal Reserve operates its monetary policy with the goal of promoting employment and price stability.
If the number of non-agricultural employees has not increased sufficiently, the FRB will...
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9
Both revenue and profit exceeded market estimates.
- Digital advertising business: Revenue of $65.850 billion (compared to $59.650 billion in the same period last year).
- YouTube ad revenue: A 12% increase to $8.920 billion, surpassing $50 billion for the past four quarters.
- Cloud services: Revenue of $11.350 billion, exceeding analyst's estimates of $10.860 billion.
・Earnings per share: $2.12 (analyst estimates $1.85)
・Total revenue: $88.27 billion (15% increase compared to the same period last year, expected $86.3 billion)
・Comment from CEO Sundar Pichai: "Investments in AI are bearing fruit in the search and cloud businesses" $Alphabet-C (GOOG.US)$
- Digital advertising business: Revenue of $65.850 billion (compared to $59.650 billion in the same period last year).
- YouTube ad revenue: A 12% increase to $8.920 billion, surpassing $50 billion for the past four quarters.
- Cloud services: Revenue of $11.350 billion, exceeding analyst's estimates of $10.860 billion.
・Earnings per share: $2.12 (analyst estimates $1.85)
・Total revenue: $88.27 billion (15% increase compared to the same period last year, expected $86.3 billion)
・Comment from CEO Sundar Pichai: "Investments in AI are bearing fruit in the search and cloud businesses" $Alphabet-C (GOOG.US)$
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4
AMD's earnings and guidance are not met, resulting in a sharp decline.
1. Performance
・Total revenue: $68.2 billion (18% increase from the previous year, 17% increase from the previous quarter) achieving a record high.
Data center revenue: A record high of $3.5 billion, an increase of 122% year-on-year and 25% from the previous period.
Client business revenue: $1.9 billion (an increase of 29% year-on-year and 26% from the previous period).
Gaming business revenue: $0.462 billion (a decrease of 69% year-on-year and 29% from the previous period).
Embedded business revenue: $0.927 billion (a decrease of 25% year-on-year and an increase of 8% from the previous period).
2. Profit and Profit Margin
・Gross Margin: 50% on a GAAP basis, 54% on a non-GAAP basis.
・Operating Profit: $7.24 billion on a GAAP basis (an increase of 223% compared to the previous year), $17.2 billion on a non-GAAP basis (an increase of 34% compared to the previous year).
・Net profit: $0.771 billion on a GAAP basis (up 158% year-over-year), $15 billion on a non-GAAP basis (up 33% year-over-year).
・EPS: $0.47 on a GAAP basis, $0.92 on a non-GAAP basis (in line with market estimates).
3. Quarterly and annual financial estimates
Quarterly sales forecast: $7.2 billion to $7.8 billion (median $7.5 billion, 22% increase year-on-year, 10% increase from the previous quarter).
...
1. Performance
・Total revenue: $68.2 billion (18% increase from the previous year, 17% increase from the previous quarter) achieving a record high.
Data center revenue: A record high of $3.5 billion, an increase of 122% year-on-year and 25% from the previous period.
Client business revenue: $1.9 billion (an increase of 29% year-on-year and 26% from the previous period).
Gaming business revenue: $0.462 billion (a decrease of 69% year-on-year and 29% from the previous period).
Embedded business revenue: $0.927 billion (a decrease of 25% year-on-year and an increase of 8% from the previous period).
2. Profit and Profit Margin
・Gross Margin: 50% on a GAAP basis, 54% on a non-GAAP basis.
・Operating Profit: $7.24 billion on a GAAP basis (an increase of 223% compared to the previous year), $17.2 billion on a non-GAAP basis (an increase of 34% compared to the previous year).
・Net profit: $0.771 billion on a GAAP basis (up 158% year-over-year), $15 billion on a non-GAAP basis (up 33% year-over-year).
・EPS: $0.47 on a GAAP basis, $0.92 on a non-GAAP basis (in line with market estimates).
3. Quarterly and annual financial estimates
Quarterly sales forecast: $7.2 billion to $7.8 billion (median $7.5 billion, 22% increase year-on-year, 10% increase from the previous quarter).
...
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9
1
I am Kabuzaru, a former securities man.
I share on various SNS platforms, but I often hear that people don't know how to choose individual stocks or what to look at.
I have compiled the minimum points you should look at.
If you find this information helpful, please take a look at my profile!
1. Revenue
Revenue refers to the income a company receives from selling goods or services. If the revenue is increasing year by year, there is a possibility that the company is growing. Companies that are growing significantly tend to have continuously increasing revenue.
2. Profit
Profit is the money left after deducting expenses from revenue. It is important to pay attention to 'Net Income,' as checking if net profits are increasing can indicate whether a company is growing efficiently.
3. Profit Margin
It is an indicator that shows how much profit is obtained in relation to revenue. For example, "Operating Margin" represents the percentage of profit obtained from the main business. If the profit margin is high, there is a high possibility of high profitability and growth.
...
I share on various SNS platforms, but I often hear that people don't know how to choose individual stocks or what to look at.
I have compiled the minimum points you should look at.
If you find this information helpful, please take a look at my profile!
1. Revenue
Revenue refers to the income a company receives from selling goods or services. If the revenue is increasing year by year, there is a possibility that the company is growing. Companies that are growing significantly tend to have continuously increasing revenue.
2. Profit
Profit is the money left after deducting expenses from revenue. It is important to pay attention to 'Net Income,' as checking if net profits are increasing can indicate whether a company is growing efficiently.
3. Profit Margin
It is an indicator that shows how much profit is obtained in relation to revenue. For example, "Operating Margin" represents the percentage of profit obtained from the main business. If the profit margin is high, there is a high possibility of high profitability and growth.
...
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15
✔︎ What is CPI?
CPI stands for Consumer Price Index, which refers to the consumer price index.
The Consumer Price Index is an indicator that measures the price fluctuations of goods and services that ordinary consumers purchase on a daily basis.
The CPI is published monthly by the American Department of Labor.
The CPI is used as an important indicator to measure the inflation rate in America, and is utilized to determine financial policy decisions and the economic trends.
The CPI consists of approximately 200 types of items.
These items are selected based on the structure of household expenditures, covering all necessary goods and services for life such as clothing, food, housing, transportation, education, medical expenses, etc.
Why is it important?
The FRB aims to restrain the inflation rate at 2%. Therefore, if the CPI exceeds expectations, the FRB is likely to move towards additional rate hikes.
Specifically, the FRB attempts to suppress inflation by raising the policy interest rate.
As the policy interest rate increases, the cost of borrowing rises, leading to an increased risk of economic recession.
On the other hand, if the CPI falls below expectations, the FRB may ease interest rate hikes...
CPI stands for Consumer Price Index, which refers to the consumer price index.
The Consumer Price Index is an indicator that measures the price fluctuations of goods and services that ordinary consumers purchase on a daily basis.
The CPI is published monthly by the American Department of Labor.
The CPI is used as an important indicator to measure the inflation rate in America, and is utilized to determine financial policy decisions and the economic trends.
The CPI consists of approximately 200 types of items.
These items are selected based on the structure of household expenditures, covering all necessary goods and services for life such as clothing, food, housing, transportation, education, medical expenses, etc.
Why is it important?
The FRB aims to restrain the inflation rate at 2%. Therefore, if the CPI exceeds expectations, the FRB is likely to move towards additional rate hikes.
Specifically, the FRB attempts to suppress inflation by raising the policy interest rate.
As the policy interest rate increases, the cost of borrowing rises, leading to an increased risk of economic recession.
On the other hand, if the CPI falls below expectations, the FRB may ease interest rate hikes...
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11
- Credit rating agency S&P Global has designated Boeing's rating for downgrade direction as Credit Watch (CW).
- Boeing's current rating is at the lowest level of investment grade, 'BBB minus'.
- If downgraded, Boeing may fall to speculative grade level.
- The change in the rating outlook is due to the expanding losses from the first strike since 2008.
$Boeing (BA.US)$
- Boeing's current rating is at the lowest level of investment grade, 'BBB minus'.
- If downgraded, Boeing may fall to speculative grade level.
- The change in the rating outlook is due to the expanding losses from the first strike since 2008.
$Boeing (BA.US)$
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5
1. Non-farm payroll employment
∙ 250,000 increase from the previous month (significantly exceeding the expected 150,000 increase)
∙ The largest increase in 6 months
- The number of employees in the previous month has been revised upward to an increase of 0.15 million 9000 people (preliminary value: an increase of 0.14 million 2000 people).
- The total number of employees in July and August has been revised upward by 0.07 million 2000 people.
2. Unemployment Rate
- The unemployment rate in September decreased to 4.1%.
- Market expectations are at 4.2%.
- The previous month was at 4.2%.
3. Average Hourly Wage
- Increased by 4% compared to the same month last year (market expectation: an increase of 3.8%).
- In the previous month, there was a 3.9% increase.
- Month-on-month comparison shows a 0.4% increase (market estimate of 0.3% increase).
- In August, there was a 0.5% increase.
- Growth in wages for production and non-managerial positions slowed to 3.9%.
4. Trends in Employment by Major Industries
Industries that drove the increase in employment
- Entertainment and Hospitality
- Healthcare
・Government agencies
・Manufacturing industry saw a decrease in employment for the second consecutive month
・Employment diffusion index (DI) at a high level since January
・The possibility of a significant rate cut (0.5 points) at the November FOMC meeting has diminished
・In the interest rate swap market, the anticipation of a rate cut in November has retreated to 25 basis points
6. Special Factors
・Anticipated reflection of Boeing workers' strike in October statistics
...
∙ 250,000 increase from the previous month (significantly exceeding the expected 150,000 increase)
∙ The largest increase in 6 months
- The number of employees in the previous month has been revised upward to an increase of 0.15 million 9000 people (preliminary value: an increase of 0.14 million 2000 people).
- The total number of employees in July and August has been revised upward by 0.07 million 2000 people.
2. Unemployment Rate
- The unemployment rate in September decreased to 4.1%.
- Market expectations are at 4.2%.
- The previous month was at 4.2%.
3. Average Hourly Wage
- Increased by 4% compared to the same month last year (market expectation: an increase of 3.8%).
- In the previous month, there was a 3.9% increase.
- Month-on-month comparison shows a 0.4% increase (market estimate of 0.3% increase).
- In August, there was a 0.5% increase.
- Growth in wages for production and non-managerial positions slowed to 3.9%.
4. Trends in Employment by Major Industries
Industries that drove the increase in employment
- Entertainment and Hospitality
- Healthcare
・Government agencies
・Manufacturing industry saw a decrease in employment for the second consecutive month
・Employment diffusion index (DI) at a high level since January
・The possibility of a significant rate cut (0.5 points) at the November FOMC meeting has diminished
・In the interest rate swap market, the anticipation of a rate cut in November has retreated to 25 basis points
6. Special Factors
・Anticipated reflection of Boeing workers' strike in October statistics
...
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13
かぶざる
commented on
What is employment statistics?
Employment statistics are statistics that indicate the state of the labor market over a certain period of time.
✅ The main contents are as follows:
* Non-farm payroll employment: the number of employees in sectors other than agriculture
* Unemployment rate: the percentage of the labor force that is actively seeking work but is unable to find it
* Average hourly wage: the wage per hour worked
Employment statistics are one of the important indicators for determining the state of the economy.
In particular, non-farm payroll employment is closely watched as a leading indicator of economic conditions.
If the number of non-farm payroll employees increases, it is considered that the economy is expanding.
Conversely, if the number decreases, it is considered that the economy is contracting.
✅ Impact of employment statistics
Employment statistics also have a significant impact on exchange rates and stocks.
When the number of non-farm payroll employees increases, there is a tendency for expectations of economic expansion to increase, leading to an increase in stock prices and exchange rates.
Conversely, when the number decreases, there is a tendency for concerns about economic recession to increase, leading to a decrease in stock prices and exchange rates.
✅ Additionally, employment statistics also have an impact on the monetary policy of the Federal Reserve.
The Federal Reserve operates its monetary policy with the goal of promoting employment and price stability.
If the number of non-agricultural sector employees is not increasing sufficiently, ...
Employment statistics are statistics that indicate the state of the labor market over a certain period of time.
✅ The main contents are as follows:
* Non-farm payroll employment: the number of employees in sectors other than agriculture
* Unemployment rate: the percentage of the labor force that is actively seeking work but is unable to find it
* Average hourly wage: the wage per hour worked
Employment statistics are one of the important indicators for determining the state of the economy.
In particular, non-farm payroll employment is closely watched as a leading indicator of economic conditions.
If the number of non-farm payroll employees increases, it is considered that the economy is expanding.
Conversely, if the number decreases, it is considered that the economy is contracting.
✅ Impact of employment statistics
Employment statistics also have a significant impact on exchange rates and stocks.
When the number of non-farm payroll employees increases, there is a tendency for expectations of economic expansion to increase, leading to an increase in stock prices and exchange rates.
Conversely, when the number decreases, there is a tendency for concerns about economic recession to increase, leading to a decrease in stock prices and exchange rates.
✅ Additionally, employment statistics also have an impact on the monetary policy of the Federal Reserve.
The Federal Reserve operates its monetary policy with the goal of promoting employment and price stability.
If the number of non-agricultural sector employees is not increasing sufficiently, ...
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9
2
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