Nvidia financial results

Revenue
- 35.1 billion dollars, a 94% increase year-on-year
- Exceeding the expected 33.21 billion dollars

Adjusted EPS (Earnings Per Share)
- 0.81 dollars, a 103% increase year-on-year
- Exceeding the expected 0.74 dollars

Datacenter revenue
- 30.8 billion dollars, a 112% increase year-on-year

According to the CFO, Blackwell's mass shipments will start in the fourth quarter of the fiscal year 2025, continuing to expand in fiscal year 2026.

⚫ ︎ What is FOMC?
FOMC stands for “Federal Open Market Committee,” and is called “Federal Open Market Committee” in Japanese. It is part of the Federal Reserve System (Federal Reserve System), which is America's central bank, and plays a very important role in determining American monetary policy.
⚫ ︎ FOMC configuration
The FOMC is made up of 7 members of the Federal Reserve Board and 5 of the 12 Federal Reserve Bank presidents. These members are economic experts, monitor the American economy as a whole, and decide on monetary policy.
⚫ ︎ Purpose of FOMC
FOMC has the following three main objectives
1. Controlling inflation: Preventing a sharp rise in prices.
2. Decrease in unemployment: Reducing the number of people without jobs.
3. Promoting economic growth: making a country's economy grow.
⚫ ︎ FOMC activities
The FOMC meets 8 times a year to determine policy interest rates (federal funds interest rates). This interest rate is the interest rate when banks lend and borrow from each other, and it has a major impact on the economy as a whole. For example, when interest rates are raised, debt increases, and consumption decreases, so inflation...

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...

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).
...

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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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