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NVIDIA | 10-Q: Q2 2025 Earnings Report

NVIDIA | 10-Q: Q2 2025 Earnings Report

英伟达 | 10-Q：2025财年二季报
美股SEC公告 ·  2024/08/29 05:08

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NVIDIA reported stellar Q2 fiscal 2025 results with revenue surging 122% YoY to $30.04 billion, driven by explosive Data Center segment growth of 154% to $26.27 billion amid strong AI chip demand. Net income jumped 168% to $16.6 billion with earnings of $0.67 per share. Gross margin expanded to 75.1% despite a $908 million inventory provision for low-yielding Blackwell material.The company expanded its Data Center product portfolio and ramped new products for China market compliance. Gaming revenue grew 16% YoY to $2.88 billion on strong RTX 40 Series GPU sales. Professional Visualization and Automotive segments saw healthy growth of 20% and 37% YoY respectively. Operating expenses increased 48% to $3.93 billion on higher headcount and compensation.Looking ahead, NVIDIA expects Hopper architecture demand to remain strong with increased shipments in H2. The company announced Blackwell production will begin in Q4 with several billion dollars in revenue expected. Additionally, the Board approved a new $50 billion share repurchase program, reflecting confidence in future growth prospects amid the accelerating AI adoption trend.
NVIDIA reported stellar Q2 fiscal 2025 results with revenue surging 122% YoY to $30.04 billion, driven by explosive Data Center segment growth of 154% to $26.27 billion amid strong AI chip demand. Net income jumped 168% to $16.6 billion with earnings of $0.67 per share. Gross margin expanded to 75.1% despite a $908 million inventory provision for low-yielding Blackwell material.The company expanded its Data Center product portfolio and ramped new products for China market compliance. Gaming revenue grew 16% YoY to $2.88 billion on strong RTX 40 Series GPU sales. Professional Visualization and Automotive segments saw healthy growth of 20% and 37% YoY respectively. Operating expenses increased 48% to $3.93 billion on higher headcount and compensation.Looking ahead, NVIDIA expects Hopper architecture demand to remain strong with increased shipments in H2. The company announced Blackwell production will begin in Q4 with several billion dollars in revenue expected. Additionally, the Board approved a new $50 billion share repurchase program, reflecting confidence in future growth prospects amid the accelerating AI adoption trend.
英伟达发布了2025财年第二季度的恒星业绩，营业收入同比激增122%至300.4亿元，主要受益于IDC概念部门的爆炸性增长154%，达到262.7亿元，因AI芯片的强劲需求。净利润跃升168%，达到166亿元， 每股收益为0.67美元。毛利率扩大至75.1%，尽管为低产出的Blackwell材料计提了90800万元的库存准备金。该公司扩大了其IDC概念产品组合，并为中国市场合规推出新产品。ARVR游戏营业收入同比增长16%，达到28.8亿元，得益于RTX 40系列GPU销售强劲。专业可视化和汽车部门分别实现了20%和37%的健康增长。营业费用因人数和薪酬增加同比增长48%，达到39.3亿元。展...展开全部
英伟达发布了2025财年第二季度的恒星业绩，营业收入同比激增122%至300.4亿元，主要受益于IDC概念部门的爆炸性增长154%，达到262.7亿元，因AI芯片的强劲需求。净利润跃升168%，达到166亿元， 每股收益为0.67美元。毛利率扩大至75.1%，尽管为低产出的Blackwell材料计提了90800万元的库存准备金。该公司扩大了其IDC概念产品组合，并为中国市场合规推出新产品。ARVR游戏营业收入同比增长16%，达到28.8亿元，得益于RTX 40系列GPU销售强劲。专业可视化和汽车部门分别实现了20%和37%的健康增长。营业费用因人数和薪酬增加同比增长48%，达到39.3亿元。展望未来，英伟达预计Hopper架构的需求将保持强劲，下半年的出货量将增加。该公司宣布Blackwell的生产将于第四季度开始，预计将带来数十亿美元的营业收入。此外，董事会批准了一项新的500亿元的股票回购计划，反映出对未来增长前景的信恳智能，因AI adoption趋势加速。

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