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NVIDIA | 10-Q: Q2 2025 Earnings Report

NVIDIA | 10-Q: Q2 2025 Earnings Report

英偉達 | 10-Q:2025財年二季報
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.
英偉達公司,作爲加速計算領域的領導者,在2025財年第二季度實現了顯著的財務增長。該公司的營業收入飆升至300.4億美元,同比增長122%,較上一季度增長15%。營業利潤也大幅上升,達到186.42億美元,較去年同期增長174%。淨利潤緊隨其後,同比增長168%,達到165.99億美元。每股稀釋收益爲0.67美元,相較於上一年增長168%。英偉達的業務發展強勁,對其數據中心計算平台和加速計算以及人工智能解決方案的網絡需求強勁。該公司的Hopper架構需求旺盛,預計2025財年後半年裝運量將增加。英偉達還開始向客戶提供其Blackwell架構的樣品,生產擴產計劃定於第四季度開始,並持續到2026...展開全部
英偉達公司,作爲加速計算領域的領導者,在2025財年第二季度實現了顯著的財務增長。該公司的營業收入飆升至300.4億美元,同比增長122%,較上一季度增長15%。營業利潤也大幅上升,達到186.42億美元,較去年同期增長174%。淨利潤緊隨其後,同比增長168%,達到165.99億美元。每股稀釋收益爲0.67美元,相較於上一年增長168%。英偉達的業務發展強勁,對其數據中心計算平台和加速計算以及人工智能解決方案的網絡需求強勁。該公司的Hopper架構需求旺盛,預計2025財年後半年裝運量將增加。英偉達還開始向客戶提供其Blackwell架構的樣品,生產擴產計劃定於第四季度開始,並持續到2026財年。展望未來,英偉達計劃在2025財年第四季度將Blackwell收入提升數十億美元。該公司繼續擴大供應和產能採購以支持需求預測,並簽署了預付款製造和產能協議。英偉達的未來計劃包括應對整合新供應商和代工廠商的複雜性,並解決庫存水平和潛在準備金或減值的問題。公司還在應對全球貿易挑戰,包括美國政府(USG)許可要求對向中國和俄羅斯出口的影響,並推出了專爲中國設計的新數據中心產品。英偉達的競爭地位可能會受到美國政府出口管制政策變化的影響。宏觀經濟因素和地區衝突,特別是以色列地區的情況,正受到密切關注,以便評估對業務運營的潛在影響。
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