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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 ·  08/28 17:08

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NVIDIA Corporation, a leader in accelerated computing, has reported significant financial growth in its second quarter of fiscal year 2025. The company's revenue soared to $30.04 billion, marking a 122% increase year-over-year and a 15% rise from the previous quarter. Operating income also saw a substantial rise, reaching $18.642 billion, up 174% from the same period last year. Net income followed suit, with a 168% year-over-year increase to $16.599 billion. Earnings per diluted share were $0.67, reflecting a 168% growth compared to the previous year. NVIDIA's business development has been robust, with strong demand for its data center compute platforms and networking for accelerated computing and AI solutions. The company's Hopper architecture is in high demand, with expectations for increased shipments in the...Show More
NVIDIA Corporation, a leader in accelerated computing, has reported significant financial growth in its second quarter of fiscal year 2025. The company's revenue soared to $30.04 billion, marking a 122% increase year-over-year and a 15% rise from the previous quarter. Operating income also saw a substantial rise, reaching $18.642 billion, up 174% from the same period last year. Net income followed suit, with a 168% year-over-year increase to $16.599 billion. Earnings per diluted share were $0.67, reflecting a 168% growth compared to the previous year. NVIDIA's business development has been robust, with strong demand for its data center compute platforms and networking for accelerated computing and AI solutions. The company's Hopper architecture is in high demand, with expectations for increased shipments in the latter half of fiscal 2025. NVIDIA has also begun shipping customer samples of its Blackwell architecture, with production ramp scheduled for the fourth quarter and continuing into fiscal year 2026. Looking ahead, NVIDIA plans to ship several billion dollars in Blackwell revenue in the fourth quarter of fiscal year 2025. The company continues to expand its supply and capacity purchases to support demand projections and has entered into prepaid manufacturing and capacity agreements. NVIDIA's future plans include managing the complexity of integrating new suppliers and contract manufacturers, as well as addressing inventory levels and potential provisions or impairments. The company is also navigating global trade challenges, including USG licensing requirements impacting exports to China and Russia, and has introduced new Data Center products specifically designed for China. NVIDIA's competitive position may be affected by further changes in USG export controls. Macroeconomic factors and regional conflicts, particularly in Israel, are being closely monitored for potential impacts on operations.
英伟达公司,作为加速计算领域的领导者,在2025财年第二季度实现了显著的财务增长。该公司的营业收入飙升至300.4亿美元,同比增长122%,较上一季度增长15%。营业利润也大幅上升,达到186.42亿美元,较去年同期增长174%。净利润紧随其后,同比增长168%,达到165.99亿美元。每股稀释收益为0.67美元,相较于上一年增长168%。英伟达的业务发展强劲,对其数据中心计算平台和加速计算以及人工智能解决方案的网络需求强劲。该公司的Hopper架构需求旺盛,预计2025财年后半年装运量将增加。英伟达还开始向客户提供其Blackwell架构的样品,生产扩产计划定于第四季度开始,并持续到2026...展开全部
英伟达公司,作为加速计算领域的领导者,在2025财年第二季度实现了显著的财务增长。该公司的营业收入飙升至300.4亿美元,同比增长122%,较上一季度增长15%。营业利润也大幅上升,达到186.42亿美元,较去年同期增长174%。净利润紧随其后,同比增长168%,达到165.99亿美元。每股稀释收益为0.67美元,相较于上一年增长168%。英伟达的业务发展强劲,对其数据中心计算平台和加速计算以及人工智能解决方案的网络需求强劲。该公司的Hopper架构需求旺盛,预计2025财年后半年装运量将增加。英伟达还开始向客户提供其Blackwell架构的样品,生产扩产计划定于第四季度开始,并持续到2026财年。展望未来,英伟达计划在2025财年第四季度将Blackwell收入提升数十亿美元。该公司继续扩大供应和产能采购以支持需求预测,并签署了预付款制造和产能协议。英伟达的未来计划包括应对整合新供应商和代工厂商的复杂性,并解决库存水平和潜在准备金或减值的问题。公司还在应对全球贸易挑战,包括美国政府(USG)许可要求对向中国和俄罗斯出口的影响,并推出了专为中国设计的新数据中心产品。英伟达的竞争地位可能会受到美国政府出口管制政策变化的影响。宏观经济因素和地区冲突,特别是以色列地区的情况,正受到密切关注,以便评估对业务运营的潜在影响。
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